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Hosted CRM Checklist

Customer Relations Management

Hosted CRM Checklist

Before talking to a CRM vendor, you will need to know the following information about your current situation:

  • How many employees are in your organization?
  • Will your company be in growth mode over the next five years?
  • How quickly are you looking to deploy a CRM solution?
  • What are your total CRM project cost limits?
  • Do you have the in-house IT resources to support an on-premise solution?
  • What degree of customization are you expecting from a CRM application?
  • Do you have the safeguards in place to securely manage in-house datacenters?
  • How could you benefit from an in-depth view of your sales pipeline?
  • How could your salespeople be better managing customer relations?

  • How can you improve your customer-support services and activities?
  • How easily can you generate forecasting reports?
  • How effectively are you targeting top customers?
  • How effectively are you allocating your people, budgets and resources?
  • How quickly are you responding to customer inquiries?

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