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Key steps in your CRM project

What is CRM?

CRM software holds all customer, partner and stakeholder information, storing details of all interactions between them and your marketing, sales and customer service teams.

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Find out more about the issues and challenges that face professionals who are responsible for ensuring their customers enjoy a positive and consistent experience from you.

How to use our selection tool

This site helps users to ask the right questions, be specific when briefing in functional requirements and be equipped with lots of information about CRM technology.

CRM solutions by job role

If you are looking for a CRM solution to manage your sales, marketing, HR or service functions, we are here to help. Whether you wish to upgrade, supplement or revolutionise the way you manage your relationships, use Choose My CRM to navigate the steps you need to take.

CRM for sales automation
Mobile enabled sales automation software and CRM systems can assist sales in gaining strategic advantage, reduce admin, and easily follow prospect and activity management best practice.
CRM for marketing
Customer relationship management enables marketing professionals to design and deliver customer-driven marketing campaigns. By extending CRM software, marketing teams can increase productivity.
CRM for HR
In addition to recruitment management, CRM for human resources can also support in employee training and development, identifying skills gaps, resourcing and appraisals management.
CRM for customer services and helpdesk support
CRM technology for customer service can help support teams with benefiting from functionality such as case management, Knowledge Base, activity and task management, SLA and contract management...
CRM for field service
By empowering field service and delivery agents with the use of CRM that seamlessly works across warehouse, sales and finance functions. They can easily find, reserve, dispatch products on demand.
CRM for project management
Project managers can keep on top of scheduling, resourcing, time and expenses, invoicing without the administrative burden; allowing professional services to understand performance against KPIs.


Our CRM blogs look at challenges faced by sales, marketing, project and service teams and consider how the right customer relationship management technology can support business ambition. Click the button to be taken to the CRM articles which are updated regularly.

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