Finding the Right Database
• Compare top Customer Relationship Managment (CRM) systems or Association Management Systems (AMS) by scheduling demos to see software, researching reviews and user feedback, and by reaching out to other similar organizations. • Prioritize your requirements and budget. Always plan to double the estimated amount for customized systems. • Features to consider include but not limited to: automation, document management, campaign management, communication capabilities, customizations, integrations, lead generation, mobile access, reporting functions, sales forecasting, user friendliness, etc. • Mistakes to avoid: Not involving CRM users, ignoring business needs, implementing a CRM without a sales strategy, believing a high price equals a better fit.
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