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The CRM Buyer’s Cheat Sheet

A brief and straightforward guide that provides professional tips and advice for each step of the CRM selection process.

✔️ A proven 7-step CRM Planning and Selection process

✔️ 8 reasons why you should not develop an RFP

✔️ The do’s and don’ts of the CRM buying cycle

CRM Buyer's Cheat Sheet

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© 2023 CRM Switch

For CRM Buyers

If you are responsible for selecting your organization’s best customer relationship management (CRM) system, this guide will help you decide.

This document is not a comparison among different CRM systems. Instead, it’s a guide designed to help you optimize the success of the solution you purchase.

CRM alone will not get your business more leads & customers. You will still need to implement a sales and marketing strategy that CRM and marketing automation software will help to support.

Frequently Asked Questions (FAQs)

How do CRM buyers typically search for vendors?

The search for the right CRM vendor can be a long and challenging process, as there are so many options available, and it can be hard to know where to start. The best way to start the search is by asking for recommendations from friends, colleagues, or other businesses in your industry. Once you have a few vendors in mind, you can research them online and read reviews to understand better what others think of their offerings.

Who are the major players in the CRM market?

Salesforce, Microsoft, Oracle, Zoho, HubSpot, and SugarCRM are major CRM players in the market. They all offer different products that cater to different needs and budgets. Salesforce is the most popular CRM system.

How do CRM buyers prioritize their needs?

The first step is to gather business needs. This can be done through interviews, surveys, focus groups, or other research methods. Once you understand your needs well, you can begin to prioritize them. One way to prioritize them is based on their importance to your bottom line. Another way to prioritize needs is based on how complex or costly solutions will be to implement. Once you have assembled the right data points, you will be better positioned to make the right CRM buying decision.

What are the benefits of using a CRM system?

There are several benefits to using a CRM system, including 1) Increased Customer Satisfaction: CRM systems help businesses keep track of customer interactions and preferences, allowing them to provide more personalized and tailored service. This can lead to higher customer satisfaction levels and greater loyalty. 2) Improved Sales and Marketing Efficiency: CRM systems can automate and streamline sales and marketing processes, making them more efficient and effective.

What is CRM Switch?

CRM Switch is a vendor-agnostic CRM planning & selection services consulting company. We first help companies speed up the internal processes of interviewing stakeholders and representative end users to develop a list of prioritized business needs. We then coordinate custom CRM demonstrations with each vendor on your shortlist. Depending on the selected vendor, we can also suggest CRM implementation companies to interview. CRM Switch provides information and guidance — the vendor decisions are yours.