B202: Evaluating & Selecting a CRM System

Track B: Essential Big Picture Considerations – Tuesday 25 April 
11:45 – 12:30

A CRM solution can be one of the most productive systems in any organization, regardless of its size. Planning, evaluating, and selecting the right solution is one of the most important decisions you can make, but that process is a project in itself. This session addresses how to assemble the right team within your organization to help in the selection process, how creating a well-crafted RFP will assist potential vendors, how to define project requirements, how to create a short list of potential vendors, how to evaluate and score their replies, how to make recommendations to senior leadership, and, eventually, how to close the deal. If you are considering shopping for a CRM system in the near future, this session offers invaluable information to consider before you begin the process.

Presented by: Chris Caputo