CRM CHECKLISTS

To keep track

CRM checklists help you move straight on your way from idea to CRM adoption. Taking one step at a time is often more effective than working many points at the same time. Because there is a danger of losing track and forgetting important things. Even if it seems to you that step by step is progressing more slowly, it is true: “The (straight) way is the goal”!

Select checklist:

Titelbild zur Checkliste "Den perfekten CRM-Manger finden" von GEDYS IntraWare

How to find your perfect CRM manager
2 checklists + 1 template for job advertisements

All in one file. We will help you to find the candidate you want.

Free Download
Titelbild zur Checkliste: CRM-Anforderungen und Lastenheft von GEDYS IntraWare

CRM Request Overview
Checklist for selecting a provider and defining your own requirements

What requirements does your CRM system have to meet? Compare multiple providers.

Free Download
Titelbild zur Checkliste "ROI-Vergleich" von GEDYS IntraWare

ROI comparison
Checklist with calculation examples

A tool to look at the benefits of CRM software. Tabular template including calculation examples.

Free Download