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To keep your CRM selection project on-schedule and on-budget, you need to take a granular approach to project planning. Breaking each key step down into several smaller sub-tasks ensures nothing gets missed out, and makes what can be a long, drawn-out process seem more achievable to your team members. 

That's why we've put together this step-by-step CRM selection checklist. Inside, you will find breakdowns of:

  • How to build a selection team and onboard a consultant
  • Creating an RFP document and building a workable vendor shortlist
  • Real-world tips for maintaining staff morale and productivity throughout the process

Download your free pdf copy by completing the form. Your guide will start downloading immediately.

Plan your CRM selection project with over 100 actionable steps to success

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GUIDE FEATURES

  • 12 pages of real-world advice
  • Compiled by software experts
  • Exclusive to Discover CRM

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