Questions to Ask Yourself and Your Team While Shortlisting a CRM

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Here are the questions you can ask yourself and your team while shortlisting CRM software. Read More about it here: https://kylas.io/sales-effectiveness/choose-best-sales-crm-software-small-business

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Questions to Ask Yourself and Your Team While Shortlisting a CRM

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Questions To Ask Yourself Before You Go Looking For A CRM

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Why are you looking for a CRM what are the top few problems you’re looking to solve or areas do you want to focus on

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How many employees need to use the platform

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How flexible and quick- to-learn are your employees when it comes to new tools

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Do you have a budget in mind

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Does it accommodate your internal processes and workflows

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Is it customizable – to some extent

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Is it easy to pick up and use

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Is there a mobile app

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How long do you estimate to use this basic plan When will you need to add more users or features

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What is the cost of upgrading to the next plan

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What’s the cost of the plan that covers your basic needs

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What is the cost of adding each new user

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What is the cost of different modules that are sold as add-ons

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To learn about this topic in detail