CRM Project - Where to start?
Updated: Jun 25, 2019
Have you been asked to plan and implement a new CRM solution and you don't know where to begin. We have developed a tool that walks you through the first steps of your CRM journey, that is part of the preparation stage of our CRM Success Program.
The CRM Readiness Assessment tool is a free, short, self-service survey that provides gap analysis of where you are and what you need to focus on to succeed with your CRM project.