Perfect Fit: Trying to Decide on the Best CRM?

Using a Proven Methodology the CRM Evangelist team facilitates step-by-step processes for CRM Planning and Decision Making.  Resulting in a solid foundation for a best practices implementation.

CRM Pefect Fit™ Fact Sheet

View the CRM Evangelist Buyer Advocacy™ Service Program Sheet to learn about this unique service offering. The basic service is provided free of charge and without obligation. Read the fact sheet to learn what you receive from this service and how to get started.

Program Sheet

How to Plan for CRM Tip Sheet

CRM Evangelists has discovered the best way to insure a successful CRM implementation is to have a solid plan that allows your organization to correctly align and integrate its Strategy, People, Process and Technology.

This document highlights our learning and the methodology we use for educating many clients on how to approach a CRM project.

Tip Sheet

View the Slideshow

By viewing this webinar, you will learn who we are, how our CRM Perfect Fit service will benefit you, and the results you can expect when you choose to work with our team of CRM experts.

Other Valuable Tips

By viewing this webinar, you will learn who we are, how our CRM Perfect Fit service will benefit you, and the results you can expect when you choose to work with our team of CRM experts.

View the Video Webinar

View this presentation, and watch the pre-recorded webinar.  In just 30 minutes, you will come away with the answers to guide you through the process of selecting, negotiating, and adopting any of the leading CRM systems.

Here are some of the topics covered:

  • How can I avoid making the most common mistakes?
  • Shall I go with the basic edition and upgrade later?
  • How negotiable is price and features?
  • What are the leading CRM systems?
  • Which CRM products should I avoid and why?
  • How do I know our company is ready for a CRM?
  • Why should I change to a different CRM?

Get Started with your CRM project

What is the Best CRM?
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Deliverables

      • Target Processes for CRM Automation
      • Determine Reporting Needs & Metrics
      • Project Charter, Criteria and RFP
      • Evaluation Support
      • Implementation Planning & Change Mgmt

What Client’s Say

Highly recommended!
Joe Davis, CIO, ABF Freight
Couldn’t of had a better experience and stronger results.
Vishal , Vice President of Marketing, Wake Forest Innovations