This site helps users to ask the right questions, be specific when briefing in functional requirements and be equipped with as much information as possible about CRM technology possibilities.
CRM comparison site user guide - follow these steps to get the most out of Choose my CRM
This CRM Comparison site helps visitors to prepare for their CRM project, whether it involves taking the questionnaire or using the resource pages, or exploring the links to articles and whitepapers.
Get up to speed
- Review the scope and benefits pages of this site in order to prepare for shortlisting your CRM solution
- Download relevant whitepapers in order to undertake research into CRM technology and benefits
- Read selected CRM articles to ensure your conversations with CRM providers are relevant
Start the questionnaire – about you
In order for us to suggest the best CRM application for your needs, tell us about your organisation, your focus and your existing infrastructure and capabilities.
Complete the survey
With a few questions around timescales, specific functionality you need and deployment options, you now have the outline of a CRM project brief.
Results and recommendations
You can now take a look at the suggestions for the best CRM for your needs.