CRM Software Selection
Our own Brent Goodson and Doug Hatcher have teamed to deliver The 5 Step CRM
Software Selection Guide : A Pragmatist's Guide to CRM Software Selections. This
second version release has received an average score of "Excellent" and gets frequent
praise from both industry practitioners and web site visitors.
In this pragmatist's guide to selecting CRM software, Brent Goodson and Doug Hatcher lend their years of
experience conducting projects of this kind to provide an analysis of common software selection pitfalls and
provide a process to ensure you avoid them. This white paper covers all of the major areas to ensure a successful software selection project from requirements analysis and development, preparation of an RFP, conducting effective demonstrations and negotiation of the final contract. This release of the paper has also been updated to reflect special advice and considerations for software-as-a-service-based CRM solutions. Packed with useful tips and example tools, this paper is essential reading for those embarking upon or in the midst of a Customer Relationship Management software selection project.