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How to Evaluate a CRM Package


The primary concern of any CRM system is to improve relationships with customers and generate higher revenue for your business. Your CRM implementation can track the efficiency of sales and marketing and help build strong relationships with your customers.


Any CRM system should provide measurable ROI, help calculate real business benefits, and enable accurate budgeting and reduced resources.

Ease of Use

A CRM solution should simplify customer relationship and business process, provide a user-friendly interface, and allow ease of CRM navigation.


The efficiency of any CRM implementation lies in flexibility to change the default setup, provision to mould the CRM to your business process, and options to roll back to the default setup.

Simplified Workflow

A CRM system should help users perform tasks easily, present simplified workflow logic, and encourage easy user adoption.


No CRM system is complete without user help documentation, online support, an active user community with similar needs, and notes and tutorials to complement documentation.

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