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Downloadable Checklist: Choosing the Right CRM
All About CRM / Nov 25, 2016 / Posted by John Golden / 146 

Downloadable Checklist: Choosing the Right CRM

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A convenient, downloadable way to help you keep track of pain points and features that will make your decision easier. Accompanies our ebook, The Everything Guide to Choosing the Right CRM

How Do You Choose the Right CRM Solution for Your Team?

Our downloadable checklist is a great adjunct to our ebook, The Everything Guide to Choosing the Right CRM Solution. With this checklist in hand, you will know what matters most to you and your sales team, so you can make the most informed decision about the kind of system that will work best for your organization.

The checklist is useful in many ways:

  • Know your pain points, so the solution you choose addresses them.
  • Understand what features are most important.
  • Distribute this checklist and find out what your team wants in a CRM.

Download this handy checklist for your team and management and find your decision easier and clearer as you make this important decision.

About The Everything Guide to Choosing the Right CRM Solution

Our Everything Guide to Choosing the Right CRM Solution is designed to help you make a successful changeover to modern CRM. We’ll walk you through all the moving parts, the pitfalls, the pain points, and the methods to help you find the right solution for your organization.

Here’s what you’ll learn:

  • What to look for in a CRM Solution that will work for your team
  • The measurable benefits of implementing the right CRM system
  • How to cope with the challenges that come with change
  • How to avoid very costly mistakes while choosing a CRM
  • A resource page of CRM review sites — see what other sales pros have to say about the options you are considering

Visit our award-winning sales blog and find more Sales resources!

About Author

John is the Amazon Best Selling Author of “Winning the Battle for Sales: Lessons on Closing Every Deal from the World's Greatest Military Victories." He recently published his second book "Social Upheaval: How to Win at Social Selling." A globally acknowledged thought leader, John has a passion for small to medium businesses. He is CSO at Pipeliner CRM.

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Pipeliner CRM

The first CRM solution designed to actually empower salespeople.

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