When you’re starting a business, Excel is an ideal solution to organize all the customer details, orders, invoices, along with the other information that you need to keep track of. However, as your business grows, working with 200, 800, and 1,000 clients this way becomes barely manageable. Let alone the fact that you will need to let your sales and marketing team access it to make changes and use this data efficiently for their activities. This is the point where you have to face the truth — it’s time to look for a CRM tool.

Now, while the very idea of implementing something as complex and expensive as CRM might frighten the wits out of you, fear not! We’ve combined a guide that will help you find exactly the type of tool that you need for your business. We’ll go step by step all the way from defining your business goals and setting priorities to implementing a CRM solution in your organization in a way that will motivate your team to actually use it.

What’s inside

Our ebook CRM from A to Z. How to choose the right CRM for your business is a collection of invaluable insights and tested frameworks from our Customer Success team that has helped hundreds of clients find, test, and employ the best CRM solution for their business.

You’ll learn:

  • How to find out whether your business really needs a CRM at this point;
  • How to figure out which tool to look for;
  • The do’s and don’ts of CRM implementation, as well as a checklist that will help you make sure you’re moving according to the plan;
  • The metrics that matter: how to measure CRM implementation success.

Table of Contents