Named clients, published work
Two of these companies chose their CRM with us: MaxxTrader, a Singapore Exchange subsidiary, and Peach Base Pharma in India. Chanel, FlexTrade and OSM Worldwide come from our Salesforce work in retail, fintech and logistics. Each logo opens its case study.
Every CRM passes its demo. Your process and the full bill are the real test.
CRMs tend to get chosen from a vendor demo and a per-seat price. Our two published selections show what that leaves out: legacy platforms and bespoke systems at a fintech firm, scattered customer data at a pharma services company.
We reverse the order. The process map and the weighted scorecard come first, the vendors second. We then cost each shortlisted option at your seat mix, including the service licenses and add-ons a headline price leaves out.
We are a CRM-only firm, so the scorecard asks the questions a feature list skips: how a lead gets routed, how a case escalates, how a quote reaches the forecast. Every candidate on the shortlist answers the same ones.
What a CRM selection delivers
A selection runs on six pieces of work, sized to your teams and shortlist:
Process map
We map how your teams sell, serve and hand work to each other today, spreadsheets and side tools included.
Weighted scorecard
We turn the map into weighted requirements, separating the must-haves from the nice-to-haves your teams can live without.
Market scan and shortlist
We run your requirements through our 20-option comparison, open source to enterprise, and cut the field to two or three.
Scripted evaluation
We script vendor demos and hands-on trials around your own scenarios, including the email, telephony and ERP integrations you rely on.
Full-cost comparison
We model each finalist's running cost for today's team and for the team in your growth plan.
Decision and roadmap
We take your stakeholders through the scores and trade-offs, then write the phased roadmap for whoever builds it.
Four steps, one decision your stakeholders can defend
One senior consultant runs all four steps, from the first process interview to the decision workshop:
Map
We map each team's process. Your stakeholders agree on the scorecard weights before any vendor is named.
Shortlist
Your teams see why each option made the cut or fell out, before any demo is booked.
Test
Vendors run your scripted scenarios in front of the people who will use the CRM every day.
Decide
Your stakeholders score each finalist against the weights they agreed on in step 1, then choose.
Compare the field yourself. It's free.
This is the workbook we share with clients choosing a CRM. Send the form and we email it to you. The prices in it are indicative and move with seat mix, billing terms and region, so it is a starting point, not a recommendation. It covers five things:
The full file, not a teaser. Keeping it commits you to nothing.
Email me the comparisonFour cost bands
Twenty CRM options from fifteen vendors, sorted from open source up to enterprise suites.
Sales and service
What each option covers for sales and for customer service, side by side.
Band-fit test
Effective cost per user for sales plus service, to catch help desks priced separately.
Fit and caveats
When each option suits a team, and the one caveat to check before you budget.
Sources and date
A link to each vendor's own pricing or license page, and the date we last checked.
When a new CRM is the answer, and when it isn't
We deliver on five CRM platforms and compare twenty options across four cost bands. We take no license margin on any of them, so we can tell you when the answer is not a new CRM. Three situations we hear:
Choosing a first CRM, or merging two
Sales runs on spreadsheets, or sales and support sit in separate tools with two versions of the customer. Any established CRM is an improvement, which is the trap: several will look right. A scored shortlist settles it.
Selection was built for this.
Talk to a selection consultantRenewing a CRM that mostly works
The renewal is due and a rival demoed well. Sometimes the CRM you have, set up properly, beats a move. Sometimes the gap is real. We test both paths on your process before you sign either.
Staying can be the answer.
Start with the CRM comparisonReplacing a CRM your team works around
Reps keep side spreadsheets and nobody trusts the reports. A new CRM would inherit the same process and the same data. An audit shows which part is broken, and whether the platform is part of it.
Audit before you shop.
Start with a CRM auditHow two clients chose their CRM
Two of our 45 published case studies include the CRM decision itself:
Why teams bring us into the choice
Each reason comes with the fact behind it, so you can check it:
Written by people who deliver
The team behind 120+ CRM projects writes your scorecard. Its questions come from go-lives and cleanups, not demo days.
The decision stays yours
You get the scores, the trade-offs and the workbook behind them, so the choice is made in your room, not ours.
Our build team is optional
We can deliver the winner on any of our five platforms, or hand the roadmap to your own team.
Long memories for pricing
Our team averages 12 years in CRM, long enough to have watched vendors reprice and repackage more than once.
Where to go next
The two services that follow a selection, and the full list:
CRM selection consulting, answered
Start with a 30-minute call
Send a few lines on your teams, your current CRM and the options on your list. A consultant replies to set up the call, and the comparison follows if you checked the box.
- The callWe talk through your teams, your options and any deadline, with no deck and no pitch.
- Our written viewWe put our view in writing: the shortlist approach, the teams involved and the open risks.
- A scoped proposalThe proposal sets out scope, timeline and fee, quoted for the selection alone.