Is your prospect and customer data in chaos, spread across different systems? Are you not sure where your leads are coming from? Your business may need a CRM system. We’ve created a business case checklist to organize your thoughts and build a case for CRM to take to your CEO or management team.
In our checklist, we cover different problems or challenges you may be trying to solve, including:
- Lead and contact management
- Marketing and sales collaboration
- Sales and opportunity management