The first step is determining whether to make a change. Without a clear articulation of why to make a move, you may become unintentionally stuck.
Your CRM impacts the lives of more than just your sales team. Making sure you involve the right people at the right time pays dividends in the short and long-term.
Defining the "must haves" versus the "nice to haves" can be both exciting and tricky. But, this is the basis for scoring all your options and will set the roadmap for what you get.
The CRM landscape is full of options from industry focus or scope of services. Deciding on who to consider will either narrow or dramatically widen the field.
Ultimately, you have to select one from many. Product demonstrations, references and your team's assessments will all combine to select the ideal option.
You've gone through all of the time, effort and expense to get to a decision. Don't stop. Set it up for success and years of a better, more efficient and effective sales process.