Workbooks How to Build a No-Bull Business Case for a Better CRM

How to Build a No-Bull Business Case for a Better CRM

At some point in its life, every tool needs an upgrade. If your business needs to improve its CRM, you need a rock-solid business case - one that speaks to stakeholders, focuses on the features that matter, and clearly shows the ROI. This guide walks you through exactly how to build it.

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  • What stakeholders across your business really care about

  • How to prioritise CRM features and cut through the noise

  • The steps to calculate ROI and justify the investment

  • How to pitch the change and get leadership on board

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