Does your CRM provide you with visibility into who in your company is engaging customers and prospects, when, where, and how?
Is data automatically captured for each contact?
Can your CRM provide you with the ability to generate a variety of reports tailored to the many different needs of your employees to foster cross collaboration?
Does it integrate and track your customer service into the overall customer experience you are managing?
Does your CRM directly integrate into your eCommerce platform to capture and allocate all sales related data directly into the individual customer records?
Does your CRM integrate with a marketing automation platform?
Does your CRM integrate with social networking platforms and tools?
Does your CRM integrate with accounting software?
Does your CRM allow you to measure the metrics that are critical to your business success?
Does your CRM provide the ability to scale it with your projected numbers growth?
Does your CRM provide a high level of security and process for proctecting customer information and payment data?
Is your CRM user-friendly enough for your sales team to easily log their activities?
Are your team members using the CRM as you intended when purchased?
Do your team members find the CRM system useful in obtaining their goals?
Does your CRM’s data currently accurately present to you where your contacts are in the customer buying journey?
Does your CRM have a solution or functionality to automate customer nurture and conversion based campaigns?
Is the above functionality operational and accurate?
Does you CRM provide valuable insights through intuitive algorithms and lead scoring metrics?