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WORKSHEET

CRM Requirements Worksheet

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Identify and prioritize CRM features to streamline your selection process.

Choosing the right CRM for your business can be overwhelming. That’s why we’ve created a simple, effective tool to help. The CRM Requirements Worksheet allows you to assess essential features, prioritize your must-haves, and clarify your organization's needs—all in one place.

Use this worksheet to:

  • Ensure you don’t overlook critical CRM functionalities.
  • Save time during vendor demos by asking the right questions.
  • Gain confidence in your CRM selection by mapping your needs to the right solution.

Complete the worksheet before reaching out to CRM vendors or consultants and streamline your decision-making process.

Where should we send your worksheet?

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Cover Every CRM Essential

From opportunity management to marketing automation, ensure every department’s needs are captured and prioritized.

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Save Time and Make Smarter Decisions

Avoid trial-and-error with vendors—be prepared with a clear understanding of your CRM requirements.

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Plan for the Future

Know which features to prioritize now and which to consider for long-term scalability.