Selling
How to Book & Conduct a Prospect Meeting
A prospect meeting is a meeting between a potential customer and a salesperson to discuss the potential customer’s needs. The purpose of a prospect meeting
June 21, 2022
Recent Posts
Implementing CRM
CRM Strategy vs. CRM Tactics: 5 Examples
For each business requirement that a CRM system can be configured or customized to address, there is often a decision as to whether the requirement
May 22, 2022
CRM Industry
U.S. CRM Market Share
According to Statista, the 2021 CRM market revenue share in the U.S. was as follows: Vendor Market Share (%) Salesforce 23.8 SAP 5.1 Microsoft 5
April 29, 2022
Buying CRM
The Hero’s Journey: A CRM Project Manager’s Version
Many iconic stories and movies, including Cinderella, The Wizard of Oz, and Star Wars, closely follow Joseph Campbell’s monomyth, memorialized in Campbell’s book “The Hero
March 8, 2022
Buying CRM
How Much Does CRM Software Cost?
Trying to determine CRM license pricing for your business can be a daunting task. In a perfect world, every vendor would list their prices with
February 21, 2022
Buying CRM
CRM Requirements Example Document
Starting a CRM (customer relationship management) requirements document from a blank slate is complicated. While every business is different, the following set of example CRM
February 16, 2022
CRM Value
CRM Customization Mistakes and How to Avoid Them
Most CRM (Customer Relationship Management) software systems boast low-code and no-code customizations. This feature-rich software category gives businesses a versatile tool to streamline their business processes. CRM administrators without formal training
December 29, 2021
Buying CRM
8 Reasons Why You Should Never Develop a CRM RFP
A CRM RFP can lead to a prolonged procurement process, while doing little to clear up uncertainty about vendor product fit and services pricing.
December 22, 2021
CRM Strategy
What Is A CRM Administrator, And Does My Business Need One?
The first step in deciding whether your business needs a CRM administrator is understanding precisely what a CRM administrator does. CRM Administration is an ongoing
September 26, 2021
Business Management
A Brief Guide to CRM Acronyms
If the following has ever happened to you, raise your hand: You’re in a meeting at a new company. A lot of Three Letter Acronyms
August 1, 2021
Buying CRM
The CRM Buying Process: A Step-Based Approach
At CRM Switch, we are long-time proponents of “slowing the CRM buying process to speed it up.” Traditional CRM buying processes, which include rounding up
May 23, 2021
Buying CRM
Zoho vs HubSpot: Which is Right for You?
A comparison between Zoho CRM and HubSpot CRM. Find out which one is better for your business.
February 19, 2021