August 24, 2023
Congratulations! You’ve decided to begin CRM evaluations, and your company will be the proud owner of new CRM software in a few months. Once you select a CRM vendor, the hard part will be over,
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July 11, 2023
Many CRM initiatives suffer from a lack of vision. The challenges we’ve seen over the years follow a familiar pattern. Organizations breaking from a common pattern can implement CRM in a way that transforms their
February 1, 2023
We have compiled a list of CRM review sites for people considering a CRM (Customer Relationship Management) software investment in 2023. In today’s reviews-driven marketplace, the starting point for many is to look for a
November 9, 2022
HubSpot and Salesforce are both established powerhouses in the areas of data management and business process automation. Salesforce was founded in 1999 in San Francisco, California. HubSpot was founded in 2006 in Boston, Massachusetts. Salesforce
August 19, 2022
Whatever you call it — a vendor scorecard, a report card, or a feature matrix — there are many variations on the theme. The underlying idea is to provide a method of comparing, apples-to-apples, two
June 28, 2022
As many Customer Relationship Management software vendors have upped their game, CRM selection has become more complex over the last several years. The playing field is more level than ever. While healthy competition ultimately benefits
March 8, 2022
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 With a Thousand Faces.” The monomyth, or hero’s journey, was
February 21, 2022
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 a per-user breakdown. It isn’t a perfect world; not all
February 16, 2022
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 requirements, based on a fictional kiosk manufacturer, provides a framework
December 22, 2021
A CRM RFP can lead to a prolonged procurement process, while doing little to clear up uncertainty about vendor product fit and services pricing.
May 23, 2021
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 vendors early on for demonstrations, can often have the unintended
February 19, 2021
A comparison between Zoho CRM and HubSpot CRM. Find out which one is better for your business.
December 13, 2020
CRM user license costs are only part of the initial cost of a CRM system. Another cost is CRM professional services. Some companies make the decision to self-implement their CRM system. This is usually because
December 10, 2020
We hear it a lot. A company is limping along with a dated or homegrown CRM system. Users are not happy with the solution. Managers feel their users’ pain and experience personal pain with the
September 27, 2020
The deeper your organization goes into requirements early in the CRM evaluation process, the more successful your CRM implementation will be.
February 13, 2020
Use this CRM cost calculator to estimate your organization’s total CRM investment over the number of years you specify. The total cost of CRM is more than just the CRM subscription fees. We have considered
October 28, 2019
For those new to the world of CRM, one of the most common assumptions is that CRM is a “one size fits all” solution that can be implemented in a business of any size and
January 3, 2019
When it comes to the CRM selection process, it can be easy to get caught up in all the sales hype, features fascination, and cost comparisons. Knowing that your business needs a CRM system is
December 5, 2018
One of the unspoken assumptions our prospects have when they come to us to discuss help with CRM evaluation and selection is: whichever product is selected, it will be better than what’s currently in place.
May 27, 2018
An extensive, fact-based comparison between Salesforce and Microsoft Dynamics 365.
