Make the Right CRM Selection

Take control of the buying process. Find the right technologies for your organization in less time by following a field-proven methodology.

CRM Switch is a vendor-neutral practice.

Because we do not implement CRM, we do not have vendor bias. We will guide you and your team through our proven 7-Step Selection Process so that you can make the best, long-term decision for your organization.

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The key benefits of a structured process are:

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Objective Guidance: Add a vendor-neutral perspective

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Reduced Risk: Avoid the high costs of making the wrong decision

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Increased Momentum: Get a stalled process moving forward again

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Greater Consensus: Reconcile disparate interests and opinions

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Documented Processes: Ensure that vendors demonstrate to your specific needs

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Predictable Costs: Determine budgetary requirements before buying

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Implementation Readiness: Get a head start on your ultimate CRM deployment

 
 

The multi-year overall spend on a CRM system can be in the hundreds of thousands of dollars. For many companies, a structured CRM selection and planning process is an “ounce of prevention”.

 
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CRM Selection Spend