4.86
(7 Ratings)

The CRM Buying Process: A Practical Guide for Business Owners & Leaders

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About Course

Buying a CRM is not just about selecting a tool; it’s a strategic decision that impacts your entire business. This course provides an in-depth understanding of the CRM purchasing journey, covering key factors like decision-making authority, why trials often fail, the role of proof of concept, misleading comparison charts, deployment options, data security, and best practices to ensure a smooth selection process.

What Will You Learn?

  • Who should make the CRM buying decision and why
  • Common pitfalls in CRM trials and how to make them successful
  • The truth about proof of concept (POC) and whether you need it
  • Why comparison charts are often misleading
  • Cloud vs. on-premise CRM: Which one is right for you?
  • Key data security considerations while choosing a CRM
  • Best practices for a structured CRM evaluation and selection
  • How Sangam CRM fits into your business ecosystem

Course Content

1.3 Actual Process of Buying CRM
Video Objective: Learn the step-by-step process of purchasing a CRM, from research to decision-making and implementation readiness.

  • (A) Video: The Actual Process of Buying a CRM – A Complete Guide
    38:47
  • (B) Quiz

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Student Ratings & Reviews

4.9
Total 7 Ratings
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6 Ratings
4
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AK
5 months ago
Very ellaborative
NS
8 months ago
.
MP
9 months ago
great guide in buying CRM
KN
10 months ago
knowledge upgrade
Sanket Barot
11 months ago
good
SM
11 months ago
It was good and get to know about the buying process and what are the things that i have to keep in mind during making decision.
SG
11 months ago
Greate knowledge.

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