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Number one to me is... how does this integrate with our DMS. My experience with CRM tools is it basically doesn't. Use the CRM tool and it won't be long before:1) your dms is an out of date address book2) you are stuck with your CRM since you can't afford to lose all the data they keep in their own siloThe love affair with your CRM tool starts fading the day you sign the deal. Choose wisely and make sure you have your 'prenup' done up and no what to expect and what you're left with when the shine comes off. Because the shine will come off... guaranteed.
Number one to me is... how does this integrate with our DMS. My experience with CRM tools is it basically doesn't. Use the CRM tool and it won't be long before:
1) your dms is an out of date address book
2) you are stuck with your CRM since you can't afford to lose all the data they keep in their own silo
The love affair with your CRM tool starts fading the day you sign the deal. Choose wisely and make sure you have your 'prenup' done up and no what to expect and what you're left with when the shine comes off. Because the shine will come off... guaranteed.
