CRM Selection Checklist

CRM Checklist eBook - Aha Apps

The Definitive CRM Selection Checklist

Maximize your CRM investment with a comprehensive framework to evaluate and choose the system that aligns perfectly with your business.


Make your CRM adoption process a smooth one. The CRM you choose will impact every part of your operation — sales, marketing, customer service, and more. This checklist tackles everything from the initial assessment of problems and available solutions to staff training and post-implementation plans.

With this checklist, you can:


  • Streamline the evaluation process and ensure your business adopts a CRM that makes it more efficient, productive, and customer-centric.
  • Gain a clearer view of your CRM needs, ensuring all department requirements are met.
  • Make informed budget decisions and avoid surprise expenses.
  • Prepare your reps for success with a well-defined training schedule.


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