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CRM Selection: Survival Guide

Choosing a new CRM system can be a daunting task. It’s difficult to know where to start when it comes to convincing C-level to provide you the budget you require, keeping all stakeholders involved and pleased, and wading through demos and RFPs full of sales talk.

This is why we’ve put together this simple guide to CRM selection success. It is completely independent and free of vendor bias.

  • Step-by-step walkthroughs of each key selection phase
  • Advice on navigating RFPs and vendor demos
  • Expert tips to ensure you select the best CRM for your company




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