Choosing a CRM system is a big decision for any organisation, whether you’re starting your first implementation, switching out point solutions, or performing a cross-departmental replacement. But the process doesn’t have to be a daunting challenge. Several key tenets can guide a wise decision-making process and help you rethink your age-old workflows.
Here, you can download the 2024 CRM Buyer’s Guide that lists the must-have features of a CRM system, steps you can take in finding the right one, and common pitfalls to avoid.
A CRM is more than a contact database or system of record; it’s the heart of your customer’s experience with your brand.