Evaluate a CRM for a small business

  • (1) Define what you need from a CRM: Before you start your search, it’s important to take a step back and think about what you and your team actually need from a CRM. Make a list of must-have features and prioritize them. This will help you focus your search

  • (2) Define your business goals and objectives.

  • (3) Define your business needs – what problems are you looking to solve?

  • (4) Do your research: Once you know what you need, it’s time to start doing some research. Read reviews, compare features, and look at pricing. This will help you narrow down your options and find a CRM that’s right for your business.

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