Preparing to look for a new AMS/CRM?

501Works had developed top resources to help you prepare for an AMS/CRM selection process.  
Check back as we continue to add more resources to help you.

Advice:

Advice

Request a 30-minute free session

Request a 30-minute free, no obligation, IT consulting session for your upcoming AMS/CRM or other system selection project with James Marquis, the host of the CIO hour and our very own CIO here at 501Works.

Tools:

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AMS/CRM DEMO TRACKER

As your conduct your AMS/CRM search, you are likely to view basic demos from several vendors to see which appeal to you. Keeping all the solutions, features and your thoughts organized can be tough.  Download our Demo Tracker to easily track the solutions you have seen and stay organized.

Research:

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2021 AMS/CRM SYSTEM SELECTION SURVEY RESULTS REPORT

501Works, in partnership with Branching Knowledge, conducted a survey in 2021 to help understand this industry’s friction-ridden and fractured process for selecting, implementing and using AMS/CRM solutions. Read what people have to say here: 

Articles​:

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How to Create a Winning SME Team

Discover 5 pro-tips to creating a productive SME team.

Webinars:

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AMS/CRM SOFTWARE SELECTION SURVEY – WHAT PEOPLE REALLY THINK

02-2022

A summary of the findings from 501Works’ AMS/CRM Software Selection Survey

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TIPS AND TRICKS FOR CREATING EFFECTIVE IT SOFTWARE RFPS

10-2022

Find out what vendors go through and get their suggestions on what you can do to make your IT Software RFP more readable, concise, and useable so that vendors can provide you with a response that is tailored to best meet your organization’s needs.

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AVOIDING THE BACHELOR/BACHELORETTE MENTALITY DURING AMS/CRM SELECTION -11/2021

11-2021

Just like the Bachelor/Bachelorette shows, AMS selection can be awkward, uncertain, and produce some cringeworthy moments.  Hear how you can avoid the pain, speed up the process, and build better vendor relationships throughout the “selection” process so you can find your perfect “rose” in the sea of AMS/CRM systems.

Just For Fun:

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AMS/CRM COMMITTEE ZOOM CALL

The 501Works staff “Zoom Players” perform a 4-minute parody of the AMS/CRM committee and its challenges with selection process via a Zoom call!