Case Management, Compliance, Government and Technology

A CRM Evaluation Checklist: What Should You Look For?

SugarCRM

MARCH 14, 2024

How does the CRM integrate with other tools and platforms commonly used in our lead management process? Case Management and Self-Service Does the solution deliver a comprehensive customer record to call center agents that includes data from the sales department? Does this solution provide the governance tools we need?

CRM

CRM Compliance Case Management AI

A CRM Evaluation Checklist: What Should You Look For?

SugarCRM

JANUARY 8, 2018

b) Lead Management: Does the solution come with functionality to automate prospect outreach and lead qualification? c) Case Management and Self-Service: Does the solution deliver a comprehensive customer record to call center agents that includes data from the sales department?

CRM

CRM Compliance Government Sales

Tech Customer Success

A CRM Evaluation Checklist: What Should You Look For?

A CRM Evaluation Checklist: What Should You Look For?

Webinars

Stay Connected