The SME’s Guide to Choosing, Migrating and Rolling Out a New CRM
Close the spreadsheet and step away from Excel. There is a better way, one which puts your customer records in reach of everyone who needs them.
In this ebook you'll find six key sections:
- Broaching the subject of a new CRM
- Why your choice of CRM should be driven by your sales team
- Creating a business case for a new CRM
- How to prepare for the technical migration
- Onboarding and user adoption
- Maintaining your new CRM in the long-term
The best part? We're keeping it free. To get your copy now, hit download.
The SME’s Guide to Choosing, Migrating and Rolling Out a New CRM
Close the spreadsheet and step away from Excel. There is a better way, one which puts your customer records in reach of everyone who needs them.
