CRM Readiness Assessment Checklist

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Info-Tech has designed this readiness assessment checklist to ensure your organization has completed essential tasks prior to moving forward with the customer relationship management (CRM) suite selection and implementation project and presenting the final deliverable.

Review each question in the checklist and answer yes or no. Once completed, evaluate your answers. Allocate efforts towards the tasks that have not yet been completed. Once all tasks are completed, move forward with the project.

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Select and Implement a Customer Relationship Management Platform

Vendor Evaluation

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