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

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

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