Most failed CRM projects were doomed at the buying stage. Here is the short, business-first checklist we walk every client through before a single platform is shortlisted.
Start with the problem, not the platform
Too many teams open a demo before they have agreed what they are actually trying to fix. Spend a week on the problem statement before anyone books a call with a vendor.
Map who touches the system daily
The people entering data every day should have more say than the executive sponsor. Ask them what slows them down today.
A pull quote works well to break up the text and highlight a key idea.
Decide your ceiling, not just your floor
Pick something that will not be outgrown within eighteen months. Migrating twice in two years costs more than paying for headroom now.
- First key point, one clear idea.
- Second key point, with supporting detail.
- Third key point to round out the list.
The takeaway
Close with a concise summary and a single clear next step for the reader.
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