For those looking for CRM advice

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There are hundreds if not thousands of companies offering CRM products. So you don't go nuts here are my recommendations

  1. Describe your business, what do you sell, do you resell it or do you manufacture it?
  2. Describe a day in your work life. Include perpetual challenges, how do you win, your vision for the business
  3. Product or service
  4. How do customers find out about your operation?
  5. Your sales process in detail
  6. Deliverables
  7. How many users
  8. Communication, follow up s

State what would be ideal for you

submitted by /u/greenbooger1
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