How to evaluate CRM vendors and ensure a smooth rollout

Not every CRM solution is created equal...


With hundreds of CRM options, it can be quite difficult to determine which one serves your business best. With over 20 years of experience in this industry, take our proven advice and request our free CRM Solution Checklist to help improve and speed up your research process. Click here to see some customer case studies.

Top points to consider when looking for a CRM solution:

  1. Will the solution scale with my business?
  2. Are the features offered comprehensive?
  3. Is it straightforward to configure and/or customize?
  4. Will it fit my business processes?
  5. Will it integrate with my ERP/accounting systems?
  6. Is there an intuitive customer experience?
  7. Is there an integrated marketing automation feature?
  8. How is support handled?
  9. What is the total cost of ownership? Not just per user.
  10. How will it be adopted by the employees?
  11. Flexible payment options?
  12. How long has the company been in business?
Infor CRM on laptop and phone


Fill out the form to request your CRM checklist or call Bryan Marks 727.216.8062 to request or answer questions.

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