Know whether your process is ready for CRM.

01

Questions before choosing a CRM

A CRM cannot resolve an undefined process. Start with a small set of real enquiries and follow them through the existing tools.

• Does each enquiry have an owner?
• Can everyone identify the current stage?
• Is the next action dated?

02

Check information and permissions

List the company, contact, requirement and history you need to preserve. Decide which roles can read and change each type of information.

03

Plan the connection

Ask how records are imported, exported and deduplicated, which integrations are supported and what happens if a connection fails. Test these assumptions before committing to a migration.