Download: 7 Critical Steps to Choose a CRM for Your Business

Become more efficient and make the right software choice

Choosing a CRM should be an easy task. Nevertheless, in the past years, the development of technological solutions has increased drastically. Most businesses cannot keep up with the fast advances in technology and when choosing a provider they do it without giving too much thought.

The process has become so overwhelming that is difficult to know if the selected option was correct or not.

With the following checklist we want to make this process easier for you and your team. This is something you don’t want to spend too much time but you want to make the right decision.

3 + 7 =

This checklist will cover:

  • Define a CRM strategy
  • Create a feature shopping list
  • CRM research
  • CRM selection process


  • Spend less time chasing software vendors
  • Prioritize your needs in terms of software
  • Optimize your software spending
  • Become more efficient by choosing the right software solution
7 Steps to Choose a CRM

“It was great to work with Adriana to update our existing digital marketing platforms including our website, funnels and email automation sequences. She collaborated with our marketing team to build things for us. She was responsive, efficient and kept to our deadlines. Would recommend her if you are looking to take your marketing efforts to the next level!” 

Athena Williams

CEO, UplevelDNA

Growth marketing services for small businesses and entrepreneurs

Your potential customers are online. People are searching for your business and previous customers talking about your services on social media. What is stopping you from taking action?