As your business grows, so does the need for a customer relationship management (CRM) system. But with so many CRM solutions on the market, how do you determine which one is right for your business? And once you’ve made your decision, how do you ensure a successful system implementation that will provide a positive return on investment (ROI)? Our CRM assessment checklist will help you answer these important questions and more. This checklist provides a framework for evaluating CRM vendors and their solutions, as well as guidance on how to successfully implement a CRM system in your organization. 

• Execute your CRM system implementation plan.
• Monitor your CRM system’s performance against your defined success criteria.
• Define what you want to achieve with your CRM system.
• Define what success looks like for your organization in regards to a CRM system.