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4.67
(3 Ratings)

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

Categories: Business Owner
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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

4.7
Total 3 Ratings
5
2 Ratings
4
1 Rating
3
0 Rating
2
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1
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Sanket Barot
Sanket Barot
6 days ago
good
SM
Siddhant Mandal
2 weeks 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
Shamal Gokule
1 month ago
Greate knowledge.

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