Buying CRM
CRM Requirements Example Document
If you’re researching CRM software, you’ve probably realized you need a requirements document. You’ll find no shortage of templates online. Most look the same: long
August 6, 2025
Recent Blog Posts
Buying CRM
CRM Demonstrations Are Often a Waste Time — Here’s a Better Way
Tailored CRM Demonstrations Deliver Clarity, Confidence, and Better Decisions At CRM Switch, we’ve supported dozens of organizations through the software evaluation process. And we’ve often
August 5, 2025
CRM Value
How CRM Facilitates Better Post-Sales Handoffs
When a deal closes, the post-sales operational work begins. Successful customer onboarding, implementation, and support hinge on how well information is transferred from sales to
July 21, 2025
CRM Value
B2B Sales Enablement – 9 Ways CRM Can Better Power Selling Efforts
B2B sales enablement is the practice of equipping sales teams with the necessary tools, content, data, and training to close deals more effectively and efficiently.
June 30, 2025
CRM Value
Share of Wallet: Increasing Customer Purchases With CRM
Do your top customers collectively spend half their budget with your competitors for the product or service categories you sell? If your sales team can
June 23, 2025
CRM Value
xRM: Extending the Capabilities of Your CRM System
xRM (Extended Relationship Management) refers to extending a CRM database and record screens to manage data outside of the core database tables, also known as
June 21, 2025
CRM Industry
The Future of CRM: Insights from SugarCRM Co-Founder Clint Oram
Customer Relationship Management (CRM) is evolving at a breakneck speed, and few are better equipped to discuss CRM’s future than Clint Oram, co-founder and former
June 4, 2025
CRM Features
HubSpot Lead Scoring: Technology and Business Considerations For Driving More Sales
Lead scoring has always been an inexact science, analogous to weather forecasting. Although the technology continues to improve, the results are not entirely predictable. While
May 18, 2025
CRM Value
ERP vs CRM: Understanding the Differences for Your Business
A high level explanation of what CRM and ERP software does for businesses and the primary differences and benefits of each solution.
April 27, 2025
CRM Value
7 Lesser Known Ways CRM Creates Value For Organizations
Realizing value from CRM beyond its total expenses is crucial. Otherwise, why bother investing in CRM? Creating additional business value from CRM software in ways other
March 21, 2025
CRM Value
Why Manufacturers Need CRM for Collaboratively Selling Engineered Solutions
Discover how CRM enhances collaborative selling, streamlining teamwork and boosting sales results with improved communications.
February 25, 2025
CRM Value
CRM Readiness Checklist: How to Prepare Your Organization for Success
Prepare your organization for CRM success with our readiness checklist. Discover key steps, best practices, and actionable tips to streamline CRM adoption.
February 8, 2025