Guide · Technology & RevOps
Choose your CRM on evidence, not the demo.
A buyer's checklist that turns a CRM and marketing platform decision into criteria you can score, test and defend to your board.
Free guide
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Six short chapters and a printable worksheet. Free, in a PDF you can keep.
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The team will send you the guide as soon as it is ready.
What you will learn
Pick the platform against the revenue motion you run
Describe how your revenue moves, then judge every option against that description.
Score fit on six criteria you write before any vendor call
Set criteria and weights first, so a polished demo cannot move them.
Licenses are the smaller part of the cost
List every cost category so the full price of ownership is visible.
Test the platform with your own data and your own process
Run a proof exercise with pass and fail lines agreed in advance.
Ask the questions that expose the limits
Find where a platform fits, where it does not, and what leaving costs.
Decide, document and plan adoption before you sign
Record the decision, name owners and define how you will know it worked.
Who it is for
Written for the people who own the result.
You need criteria that a non-specialist can score and a board can follow.
CEOs and founders choosing a first CRM
Get the guideYou carry the cost of the last choice and want this one on firmer ground.
Chief revenue officers re-choosing a platform
Get the guideYou will live in the system and want your needs written down before the contract.
Heads of sales, marketing or operations
Get the guideYou have a shortlist and need a fair method to separate the options.
Revenue leaders comparing two or three finalists
Get the guide
Questions
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Six short chapters on how to choose a CRM and marketing platform, plus a worksheet that works as a scorecard, a proof plan and a decision record.
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Leaders of B2B companies who are choosing, or re-choosing, a CRM and marketing platform and want criteria they can score rather than opinions.
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No. It is a method for comparing platforms fairly, and it says plainly when another platform may be the better choice for your needs.
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No. The worksheet asks about your revenue process, your data and your people, and you rate each platform in your own words and scores.
Get the guide
Six chapters and one worksheet. Then decide what to fix first.
By the last page you will have a weighted scorecard, a pass-or-fail proof exercise and a written decision record, so you can choose or re-choose your CRM and marketing platform on evidence you can defend.
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