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Buying CRM: A 10-Step Guide

Since customer relationship management (CRM) connects to all aspects of an organization, purchasers must know the intricacies of their own businesses as well as the products and vendors available to them. That’s why we divided this guide in two parts: Know Yourself and Know Your Requirements. I. Know Yourself Buying CRM starts with the question, “Why do I need a CRM solution?” Many CRM projects fail because that question is never asked. With that in mind, here are four steps that will help you provide an answer and prepare your organization to evaluate CRM solutions

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Buying CRM: A 10-Step Guide