How to Choose a CRM 

Did you attend the LeadingAge conference in Philadelphia?

Did you leave thinking about a new CRM for your team, but are unsure how to start?

CRM Selection Made Easy

A Guide to Navigating the Process

Knowing how to choose a new CRM for your team is easy with our free guide to navigating the CRM selection process.

Included in the download:

  • What to look for in a new CRM
  • Questions to ask the vendor
  • Setting project expectations