What questions should you ask to evaluate a CRM software solution?

CRM Qualification Worksheet.pngNo one wants to make a software commitment, only to later realize it does not have the functionality that they really need to be successful. Many times the most difficult part of evaluating your options when it comes to a CRM software is knowing which questions to ask. 

Download our CRM Qualification Worksheet to bring the right questions with you to your next demo.

With this, you can learn the features of prospective software options such as:

  • What features can you customize with the software?
  • Does the software integrate with key departments?
  • What user roles and dashboard views it has?

...and countless other questions you should know the answer to before committing to a CRM software solution.

Download the worksheet today >>