Introduction

CRM Vendor Selection Checklist

CRM Vendor Selection Checklist

Free vendor selection tool: Evaluate how well equipped a CRM vendor is to meet your credit union’s needs.

CRM can be the secret to financial growth, customer satisfaction,and operational streamlining at your credit union. But to achieve these goals, you need to select the right CRM, supported by a vendor that really understands your industry.

Failure-proof your CRM project!

How? By using this checklist to ensure you will be working with the right CRM partner, so you’ll get support throughout implementation and beyond.

The checklist covers essential topics, including:

  • Implementation, integrations, and compliance
  • Costs, both one-time and ongoing
  • Strategic partnership and value-added services
  • Training and user adoption support

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