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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.

Yes! Sign me up for a CRM Needs assessment!