CRM CHECKLISTS
How 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 you are progressing step by step more slowly, it applies:
“The (straight) way is the goal”!
CRM-Info Bundle
Save time now and download the most important information bundled!
Table of contents
contains all the relevant information about the introduction of a CRM system that you should know before starting a CRM project.
- E-book:
What is a CRM system? - E-book:
CRM selection with system - E-book:
In-15 stages to CRM - Checklist:
CRM Requirements & Specifications - White paper:
7 Insider Tips for CRM Managers - Checklist:
Job advertisement CRM-Manager - Template:
Job advertisement CRM-Manager - Checklist:
ROI comparison
How to find your perfect CRM manager
2 checklists + 1 template job advertisement
All in one file. We will help you find the candidate you want.
CRM Request Overview
Checklist for selecting providers and determining your own requirements
What requirements does your CRM system have to meet? Compare multiple providers.
ROI comparison
Checklist with calculation examples
A tool to look at the benefits of CRM software. Tabular template including calculation examples.