CRM Functionality Assessment

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This tool asks a series of targeted questions that will help you determine what your CRM architecture model should look like across customization level, feature focus, and deployment model.

  • Customization Level: out of the box, native connectors, some custom extensions, or extensive custom extensions
  • Feature Focus: customer engagement, customer acquisition, or customer insight
  • Deployment Model: on-premise, hybrid, customer-managed SaaS, or vendor-managed SaaS

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