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Steps in CRM Selection

CRM success starts with strategy, clarity, and a phased planu2014not guesswork. The following infographic explains 5 key steps in Right CRM Selection. Need help selecting the right CRM for your business? Reach Us: https://www.thinkcapadvisors.com/crm-consulting

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Steps in CRM Selection

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  1. 5 Steps to Choose the Right CRM Software Prepare a Business Requirements Document (BRD) 1 Define: pain points, workflows, integrations, user roles, and budget. Tip: Treat this as your CRM blueprint—vendors will rely on this. Shortlist CRM Platforms 2 Choose 3–5 CRMs that align with your goals. Choose 3–5 CRMs that align with your goals. Tip: Don’t rely only on reviews. Consult experts and peers Tip: Don’t rely only on reviews. Consult experts and peers. Ask for Custom Demos or POCs 3 Share your BRD and request tailored demos. Tip: Avoid generic sales demos—see how your processes will work. Request a Detailed Proposal Get pricing breakdowns: software, implementation, training, upgrades. Tip: Ask about hidden costs—like support, data migration, and integrations. 4 Start with a Pilot or Phased Rollout 5 Begin with one team or geography, then expand. Tip: Use feedback to refine and improve CRM rollout across the org. +91 8506860903 contact@thinkcapadvisors.com www.thinkcapadvisors.com

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