The CRM Customization Assessment Checklist is an essential tool to evaluate the level of customization possible with the CRM systems under consideration and ensure alignment with your organization’s specific business requirements. This comprehensive checklist assists in determining whether the CRM systems can be tailored to meet your unique needs and support your business objectives.

• Define business requirements and objectives.
• Define business requirements and map them to system capabilities.
• Assess current CRM system capabilities.
• Evaluate system capabilities against business requirements.