Justifying the Need For a CRM

A Guided Worksheet

You're ready for a solution that can unlock and analyze data, leverage automation, enjoy structured processes, and better-connect your team and create a personalized experience for your customers. The answer - as you know is a Customer Relationship Management (CRM) tool. But, how do you convince your stakeholders to implement a unified CRM that ends the company's struggles with data across teams and systems?

This guided worksheet will help you construct your argument.

A Look Inside

  • Questions to ask your sales team
  • Gaining support
  • Benefits of a CRM
  • CRM impact on Business Processes (chart)
  • Example CRM argument with data

Start constructing your justification for a CRM solution today, download the worksheet.