Selecting a new CRM system can be an intimidating process. The money and resources that you invest in selecting and implementing a new solution reinforce the importance of making a good decision. Countless companies have made CRM selections prematurely, based on previous relationships or bundled pricing with other systems. Extensive (and expensive) customization is often the result.

All businesses, large and small, can benefit from following a structured selection and decision process. This guide provides detail on one such process.

This Small Business CRM Software Selection Guide will walk you through the process of developing requirements, assessing CRM packages, and making a sound decision.

• Defining Requirements
• Prioritizing Requirements
• Developing a Vendor List
• Requesting Information
• Determining Finalists
• Making a Decision

First Step: Define Your Requirements