Find a CRM solution built to help your business grow

The Ultimate Guide to Choosing the Right CRM

This comprehensive buyer's guide will walk you through every step of selecting a CRM that drives growth by aligning your teams, delighting your customers, and supercharging your revenue operations.

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The Ultimate Guide to Choosing the Right CRM
Whats Inside this CRM Buying Guide_
DETAILS

Inside this CRM Buying Guide

  • Understanding the modern customer relationship landscape
  • Signs it's time to invest in a new CRM system
  • A 6-step framework for evaluating and choosing CRM software
  • Tips for getting stakeholder buy-in and managing implementation

Download the guide today!

Get the resources you need to make a confident investment in the right CRM solution for your business.
FAQ

Need clarification?

What is a CRM?

A CRM (Customer Relationship Management) system is a software platform that allows businesses to manage all customer and prospect data, interactions, and experiences in one centralized location.

It provides visibility into the entire customer journey.

Why do I need a new CRM?

There are several potential triggers for needing a new CRM, such as operating across multiple disconnected data sources, having siloed sales/marketing/service teams, relying on manual reporting processes, or consistently experiencing gaps in customer data.

What CRM features are most important?

Some critical CRM features to look for include robust reporting/dashboards, data quality management tools, integration capabilities, custom object tracking, and access to implementation/training support.

The guide covers these in more detail.

How much does a CRM cost?

CRM costs can vary significantly based on the vendor, the features/number of users, implementation requirements, and other factors.

The buyer's guide provides tips on evaluating pricing and long-term ROI.

How long does a CRM implementation take?

Implementation timelines depend on the size/complexity of your business, but can generally take 2-6 months on average. Having a structured implementation plan and getting buy-in from stakeholders upfront is crucial.