As a company that provides CRM strategy and selection services, we are always keeping our eye out for potential shortlist candidates for companies that are considering a new CRM system.
CRM Switch works with our customers to determine which CRM vendors should be on the shortlist, based on the requirements that we’ve jointly gathered, assembled and prioritized.
Most of the companies that engage us have moderately to highly sophisticated business requirements. As such, the shortlist vendors that we collaboratively decide on need to have a set of key capabilities within their offerings. Among these are: (more…)