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CRM needs assessment
Choosing a new CRM or replacing an existing CRM is a big decision. The cost of the platform is minuscule compared to the cost of time and personnel resources.
The assessment begins with a questionnaire we ask you to complete. The assessment includes the following:
- Your reasons and goals for a CRM
- Current team makeup and structure
- Challenges and problems you need to address with a CRM
- Opportunities for your company
- Current process review
- Sales team needs
- Marketing team needs
- Management team needs
After the assessment, we'll answer your questions and prepare a summary report of our findings. Then we'll decide together if we should continue the conversation about a HubSpot CRM implementation or MMG CRM Services.