CRM vendor selection and consulting services
Developing CRM specifications, analysing CRM vendors and selecting tools
The CRM industry is experiencing a boom with the market forecasted to reach a huge $96.5 billion by 2028
- European Business Review
With thousands of CRM vendors on the market today, businesses often struggle to identify the best fit for their organisation. To successfully achieve sales transformation, businesses need to be rigorous in defining their technical and functional specifications. CRM systems are difficult to migrate once implemented so a diligent approach to vendor selection is vital for a successful CRM rollout.
The benefits of a rigorous CRM vendor selection process
Guaranteed compatibility
Ensure CRM technology is able to synchronise all data sources seamlessly and without interruption and integrate smoothly with the wider marketing and sales tech stack.
Save tech costs
Avoid paying hidden additional costs for tools or for functionality that is not required by meticulously selecting CRM vendors that meet the business’s exact requirements.
Organisational alignment
Ensure that the CRM system aligns with existing internal processes and is future proofed to meet any long term business requirements.
Business leaders can become distracted by the bells and whistles of the thousands of CRM tools available today and risk being locked in to lengthy contracts with vendors that do not meet their needs or integrate with their existing tools and processes.
With a pragmatic market analysis of CRM solutions, businesses can avoid paying for redundant CRM functionality and their additional cost. With this forensic approach to CRM vendor selection, businesses can integrate email systems, sales data, marketing analytics, inventory, and existing workflows into a streamline sales hub that drives growth.
Our approach to CRM vendor selection
Our three step approach CRM vendor selection for a successful CRM rollout
Technical and functional specifications
Working with the business to outline the functional requirements and technical specifications of the CRM solution and sales tech stack.
Vendor research
Identifying and evaluating candidate CRM solutions against the technical and functional specifications and cost implications for the business.
Final CRM vendor selection
Final recommendations for the sales tech stack, including the CRM vendor and any additional tools for the business’s successful CRM configuration and deployment.
CRM prices and functionality vary wildly. Costs per user, hidden additional costs, incompatibility with systems, or a lack of required functionality can stymie an organisation’s sales transformation initiatives unless a rigorous scoping and CRM vendor selection process is followed.
Related Services
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CRM content development
Producing CRM email scripts, sales sequences and sales collateral
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CRM Strategy
Developing the CRM blueprint, CRM operating framework and deployment roadmap
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CRM implementation and configuration
Custom CRM configurations, third party integrations and data synchronisation
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CRM Training
CRM capability development and tailored CRM training
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CRM management
Managing data, reporting, CRM configurations and sales automations
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CRM integrations
CRM integrations for tailored sales workflows, data synchronisation and sales automations
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