CRM Vendor Checklist - Nigel Frank


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CRM VENDOR CHECKLIST ESSENTIAL FEATURES

Use this checklist to help you assess your requirements before searching for CRM vendors. Make a note of key features you're looking for in your new CRM, what software you need it to connect to, and how many people will need to access it.

DESIRED FEATURES

NECESSARY INTEGRATIONS

NUMBER OF REQUIRED USERS:  TOTAL BUDGET:

CRM VENDOR CHECKLIST

Use this checklist to help you evaluate any potential CRM vendors. Make sure the vendor is offering the functionality you need, and outline any other questions you might want to ask.

VENDOR: VENDOR CHECKLIST Does this vendor offer 24/7 support?

Does this software have a mobile app?

Does this software integrate with third-party platforms?

Does this software support customization?

Does this vendor provide training for new users? 

Does this software have marketing automation features?

Does this software support social media management and social listening?

Does this software offer "next action" guidance?

Does this software utilize machine learning/AI?

Does this software support automatic data capture?

Does this software offer forecasting? Does this software have suitable security features?

ADDITIONAL QUESTIONS