Top 10 Questions to ask yourself before looking at a CRM Tool

Do you know what you want and why you want it?

What system process is causing you the most pain?

If you did nothing what would happen?

Do you know what a successful team looks like?

What are your business goals both short and long term?

What data do you have and where is it kept?

How clean is your data?

What does your nomenclature look like?

Does your team understand the need to change?

Have you given them the ability to voice any ideas or concerns they may have?

These sound like easy questions to answer but you would be surprised how many organisations start their search for a tool without really understanding what they need or why they need it.

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