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”!

Free

Download area for checklists

CRM Info Bundle: Save time with GEDYS IntraWare and download all the info on 1x!
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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
Cover image for the checklist "Finding the perfect CRM manager" by GEDYS IntraWare
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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.

Checklist CRM requirements, small title image with shadow
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CRM Request Overview

Checklist for selecting providers and determining your own requirements

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

Checklist ROI comparison, small image with shadow
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ROI comparison

Checklist with calculation examples

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