SmallBizCRM.com

SmallBizCRM Finder Your Advanced Guide To Choosing a CRM

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What types of data and complexity of structures do you want a CRM to store for you?

On a scale of 1 - 5, how important are are the following features to you? (1 = unimportant, 5 = very important)

Metric Rating
1. Contact & Account Definition, Structures & Mgmt
2. Product Definition, Pricing & Mgmt
3. User Definition & Access Rules & Devices (incl. mobile)
4. Data Integration
5. Document & File Integration
6. Territory, Quota & Commission Mgmt
7. Forecasting, Tracking, Dashboard, Analytics
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