Free Resources for CRM Buyers

Get the most out of your upcoming CRM investment

The Ultimate CRM Buyer's Guide

The Ultimate CRM Buyer's Guide

A decade of experience helping organizations with CRM strategy, planning, and selection is distilled into a helpful business-level guide.

CRM Buyer's Cheat Sheet

The CRM Buyer’s Cheat Sheet

Our popular CRM Buyer’s Cheat Sheet provides the steps in a CRM buying process proven across time and industries.

The CRM Readiness Calculator

CRM Readiness Calculator

This calculator will help you determine if your organization is prepared to make a significant investment in a CRM platform.

CRM Cost Calculator

CRM Cost Calculator

The total cost of ownership (TCO) of CRM is more than most people think. This calculator accounts for a range of one-time and ongoing expenses.

CRM Blog

CRM Blog

A selection of articles for learning about how organizations benefit from CRM and the best ways to match CRM software vendors and implementation companies with business requirements.

Reasons To Use These Tools and Resources

While overall, customer relationship management software projects are more successful than ever, they are still susceptible to falling short of expectations and even outright failure.

These vendor-independent CRM preparedness and buying resources will position your organization to realize more significant benefits from an often costly investment.

Whether you are an IT project manager, a sales leader, or a senior executive, you are likely to find value in these free tools and resources.