Picking a CRM can be daunting. This worksheet will guide you through the process.
Things to consider
If you’re thinking about CRM systems, it means that you're ready to make a great positive change in your organisation. There's a lot to consider when buying a CRM, however.
Better than spreadsheets
CRMs are really just advanced spreadsheets, and like spreadsheets, the most important thing you can do is identify the different kinds of data you'd like to store, and how to get it into your database.
Working with data
This worksheet will also help you explore the things you'd like to do with your data, like process and reporting, as well as going through other must-have features you might need.
