by bigcontacts
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CRM Selection Checklist Questionnaire

crm selection checklist

• Does this CRM have Good Support?

• What is the Setup Time and Usability?

• Does it Have all the Right Right Features?

• Does This CRM Meet Our Requirements with a Needs Analysis?

• Can this CRM Grow with our Business?

• Have We Read the Reviews?

• Does it Help Our Customer Lifecycle? 

• Is The CRM Company Transparent?

• Is This A Smaller Brand That Tailors to Small Businesses?

• Does the CRM Eliminate Pain Points?

• Does it Works on Mobile? 

• Are We Considering Things Other Than Features?

• Is There Data Security and Backups?

• Can You Customize Communication Channels?

• Can You Personalize Customer Messaging?

• Does this CRM Meet Our Data Policy Requirements? 

• Can we Easily Find Relationship-Building Insights?

• Are There CRM Automation Features?

• Can We Keep Customer Data Up-To-Date? 

• Can This CRM Follow Up With Customers?

• Are There Collaboration Features?

• Does it track Customer Response Times? 

• Are There API Integrations? 

• Does It Integrate With Our Business Goals? 

This checklist was created by bigcontacts

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