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Buyer’s guide

How to choose the right CRM system

Finding a solution built to help you grow and scale

A CRM is more than a contact database or system of record; it’s the heart of your customer’s experience with your brand. And it’s designed to ensure seamless interactions at every touchpoint.

Whether you’re looking to invest in CRM software for the first time or move your organization away from a legacy solution, your new CRM should effectively balance your business goals and customer needs while also accounting for long-term growth and profitability.

This guide includes helpful tips and recommendations to inform your purchasing decisions and set your teams up for success.

Table of content

  • Understanding the customer relationship landscape

  • Investing in a right-fit CRM system

  • Exploring common triggers for change

Buyer’s Guide
  1. Consult with Stakeholders and Key Users 

  2. Identify Your Goals 

  3. Assess Your Tech Stack 

  4. Compare Critical Features and Capabilities

  5. Consider Costs and ROI

  6. Step 6: Outline Your Adoption Plan

Next steps & recommendations
How to choose the right CRM system