Choosing a CRM system

Choosing the right CRM (Customer Relationship Management) system for your business should be based on the specific goals, processes and working practices of your business, not just a few recommendations from other business (although these are useful).

It’s important to make sure your investment is based on a clear understanding of what the system needs to do for you, what features it needs to have and how it will be used by your marketing, sales and customer management teams.

This guide takes you through a few simple stages to get you thinking about what you really need, what features of the CRM system are a priority for you and finally, what the costs might look like.


Robin Lane, Clevedon, BS21 7ET, UK