How do you choose the right CRM system?
Created with AI.
Choosing a CRM will tie you to it for many years. This guide outlines an evaluation process that can be completed in four weeks and provides a sound basis for a decision you can stand behind.
- 9 steps
- Total time: 20 h
- Preparation: 10 h
- Result: A well-reasoned choice of CRM system
Required tools
- Access to the people who actually do the work — Salespeople and caseworkers, not just management.
- A named decision-maker — Someone who can reach a conclusion once the assessment is complete.
Weeks 1–2: Understand the need
1.Write down the three to five things that need to improve
Be specific and measurable. “We want to know how many quotes are outstanding” works. “Better customer follow-up” does not. This is the list you will use to evaluate the vendors.
2.Describe the current process as it is today
Not as it should be. This usually reveals that practices vary from person to person, and that variation must be addressed regardless of which system you choose.
3.Map your data
Where is the customer data currently stored, how much of it is there, and what is its quality? This affects both cost and timeline more than the choice of system.
Week 3: Set the right requirements
4.Prioritize the requirements into three groups
Must have, should have, can wait. Without prioritization, all requirements become equally important, and then the supplier who says yes to the most wins—not the one who is the best fit.
5.Distinguish between requirements and proposed solutions
“We need to be able to see all open quotes for a single customer” is a requirement. “We need a quote module with a dashboard” is a proposed solution that rules out good alternatives.
Week 4: Testing against reality
6.Request a demo using your own process
Not a standard demo. Give the vendor three specific scenarios from your day-to-day operations and ask them to demonstrate those exact scenarios. The differences between vendors will become immediately apparent.
7.Assess the total cost over three years
Licensing, implementation, integration, and management. The cheapest license is rarely the most cost-effective solution.
8.Check who will manage it
Is the necessary expertise available in-house or in your local market? A system that no one knows how to use will be expensive, no matter how good a fit it seemed on paper.
9.Conclude in writing
Write down what you chose and why, measured against the list from week 1. In two years, the question will come up, and this document will be the answer.
Discussion
Ask a question or share what helped you.
