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CRM core features and evaluation criteria

Download the checklist on how to select the best CRM for your sales organization. Ensure your shortlist has the key features your sales team and managers need for success.
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crm features checklist free

What’s inside this free checklist

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    Criteria for choosing CRM

    It's a list of all the key features a great CRM needs. The checklist is helpful for anyone on the hunt for the right system.
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    Comparison table

    You can use the checklist to see what each CRM system can offer and compare the feature set from different CRMs.
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    Goal-oriented selection

    Looking for the right CRM is not easy and can get pretty overwhelming. With this checklist, you can ensure the chosen CRM meets your business goals.
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    Free ungated content

    We won’t ask you for your contact details. You can simply download the checklist and get the most out of it.

More Great Business Resources

Here are a few more great resources to help you grow your business, increase sales, and crush your goals.

sales quoting
Cold Email Templates
5 email templates to generate your own leads and a guide when to send them. Includes a bonus report template to track your prospecting efforts.
free sales email templates
10 free sales email templates with subject lines
We’ve put together 10 effective sales email templates, actionable tips for different use cases, and 20 ideas for subject lines.
free sales pipeline template
A free sales pipeline template for Excel and Google Sheets
Use this simple sales pipeline template to create a clear step-by-step sales process from scratch in Excel or Google Sheets.
See all resources
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