How much do you want to spend? Do you want to do a complete system overhaul, add a few features, or invest in a combination of both? 3. Now that you have your current CRM wish list, create a budget. It’s important to choose applications that will work with what you’ll continue to use. Now make a list of the features you’d like to have. Even if it’s only a basic sales, marketing, and customer experience process, that’s a start. Make a list of the customer management systems you’re already using. Start here by asking a few what, how, and when questions: 1. We’re talking about implementing one system that brings it all together. It can be overwhelming to try to figure out what to add to or take away from your current CRM system. Three steps to finding the right CRM solution
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