#evaluation

Articles: 2

Professional reviewing a CRM free trial scorecard on a laptop at a clean desk

CRM Software

How to Run a CRM Free Trial That Actually Tells You Something

Most CRM free trials are theater — vendors polish the demo path, not the daily grind. This 14-day plan shows you how to test with real data and get answers that matter.

2026-07-17 · 8 min

Buyer using a CRM evaluation checklist on a tablet during a vendor demo

CRM Software

CRM Evaluation Checklist: 30 Questions to Ask Every Vendor

Most CRM buyers regret their choice within a year -- not because the software was bad, but because they asked the wrong questions. This 30-question checklist changes that.

2026-05-29 · 10 min

#evaluation

How to Run a CRM Free Trial That Actually Tells You Something

CRM Evaluation Checklist: 30 Questions to Ask Every Vendor

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