It is the last week of our CRM selection quest! Data integration is our 8th consideration and is crucial. Whether you are currently using a CRM solution or not, you have data, in some form, that needs to get into whatever CRM solution you select. Many organizations that aren't using a contact management system are generally using Excel or Outlook to store data so it must easily get out of where it currently resides and into your new CRM solution.
It is vital that you ask every v...