The step-by-step guide to find the right CRM software and include all stakeholders. 

How do you select the right CRM system? 

The right CRM system can reduce workload, costs, enable your employees, automate workflows, centralize data, create smart reporting and do much more to revolutionize not just your sales, but also marketing, service, commerce, and community services. 

But how do you get there? Which steps do you have to take to identify crucial requirements and nice-to-haves? Which stakeholders are important to include in the process, how do you get from a long list to a short list and what's important once you have two or three choices? 

Our CRM Evaluation guideline helps you step-by-step along the process, gives tipps how to hold vendor interviews, how to work with long lists and short lists, find the right stakeholders and much more. With our checklist, you can safely find the best CRM system for your business or organization. 

Our Experts support your CRM evaluation

Sometimes, external support can help to gain a new perspective and rely on best practices, and years of experience across different industries and markets. 

Our CRM experts are closely aligned with some of the biggest tech partners (e.g. Salesforce & Microsoft) and have the right skills to fit your requirements to the best CRM - depending on your business models, markets, stakeholders, system environments, and goals. 

Contact us to set up a meeting and present your use case. 



Interested in more CRM topics? 

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CRM Self Check

Use the checklist to evaluate the efficiency and costs of your CRM system to decide if it needs optimization or even a replacement.

Download the checklist
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CRM migration

Why do companies and organizations decide to change their old CRM system? In this blog article, we list the most common reasons.

Read the Blog Article

CRM Cost Drivers

Read about the visible and hidden cost drivers of a CRM system and how to save smartly without reducing quality.

Download Factsheet

Contact us for questions and feedback.