Which type of CRM does your business need?
Outgrowing your current CRM software? Take this 2-minute quiz to see if you should move to an operational, collaborative, analytical, or all-in-one CRM solution.
Quiz Transcript
Which type of CRM does your business need?
Outgrowing your current CRM software? Take this 2-minute quiz to see if you should move to an operational, collaborative, analytical, or all-in-one CRM solution.
Tell us about your company.
We’re a small business, but know that CRM can help manage our systems so we can grow.
We’re a mid-sized business with systems in place. We need a CRM that will grow with us.
We’re a large business with multiple teams and departments. We need a robust CRM to help us manage business processes, sales and strategic planning.
1 / 7
Which statement is the MOST true about your business?
We’re a team of service providers and/or most of our sales are account-based sales.
We’re customer-focused (on and off-line) and our sales processes are pretty straightforward.
We’re distributed across several locations, or most of our client interactions occur online.
2 / 7
If your fairy godmother waved her wand and granted you ONE wish for your CRM, what would it be?
I’d want it to facilitate customer self-serve functions. That would free us to help the people that need more than their address updated!
I’d love a CRM that could help our management team make business decisions and set long-term goals. Sometimes it feels like we’re flying blind!
I’d love a better way for our teams to communicate. We’ve had some miscommunications lately that could’ve been avoided if we had a better internal communication system.
I can’t choose one – we need a CRM that does all of this!
3 / 7
Is a CRM upgrade a line item in your current budget?
No, but we’re making recommendations for the coming fiscal year.
Yes, we’re just waiting for approval.
The budget has been approved, and we’re ready to get started.
4 / 7
Who else needs to be included in this decision?
Nobody, I’m the primary decision-maker.
My team needs to be part of this decision – it will affect them too.
My boss. I think this would be a great solution for our team.
5 / 7
When do you want to have your new CRM solution in place?
We’d like to have everything moved to the new CRM within the next 2 weeks.
We hope to transfer data to the new CRM in time to start fresh next quarter.
A new CRM solution is on the books for some time this fiscal year.
6 / 7
Which ONE feature would MOST improve your business outcomes?
Automating repetitive systems would immediately increase productivity – sales and marketing could focus on connecting with prospects instead of paperwork!
Generating reports from multiple data sources across the organization would be a game changer for strategic planning!
With a centralized information/communication hub we’d be better prepared to solve our customers’ problems and customer service would immediately improve!
One?! I can’t choose one! A CRM with all these features would transform the way we run our company.
7 / 7
Hey there! Your company needs an Operational CRM.
It sounds like you’ve got a ton of tasks on repeat at your company. Your fairly linear sales processes make an operational-style CRM perfect for your business.
You can save time and money by automating routine tasks. Your team will be able to get to the important work of building better relationships with prospects and customers sooner. And they’ll be happier – nobody’s going to complain about doing less mind-numbing paperwork.
3 Tips for Choosing a CRM
1. Ask “Which one is best for MY business?”
You can find CRM comparisons all over the internet. But, what those comparisons won’t tell you is which CRM is best for YOUR business.
Start by making a list of what you need your CRM to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Will you be charged per contact or team member or both? Also, consider the cost, both time and money, of getting your team and your systems working in the new CRM.
Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which CRM is right for you. It’ll be the one that checks all the boxes on YOUR list!
2. Choose the right size CRM for your business.
Choosing the right size CRM for your business is kind of like choosing a cute outfit for your friend’s new baby.
If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.
The same goes for selecting your CRM. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.
3. Take your top 3 choices for a test run.
You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each CRM. Make notes about what you liked and didn’t like.
Weigh the pros and cons and narrow it down to two choices. Choose the CRM that gives you all your must-haves and the most nice-to-haves from your list.
Finally, to confirm your choice, imagine your future self using that CRM as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!
Hi👋, I’m Lucas Addaway!
I’m a business consultant who’s helped dozens of companies select the best CRM for their business.
I’ve got a degree from Business School, and I’ve been a consultant for over a decade. I’ve got a deep understanding of the features and benefits of the top CRM software on the market today.
I can help you evaluate your business systems so you can choose the best CRM for your company. There’s nothing I love more than fist-bumping my clients when their CRM helps them crush their business goals faster!
Looking for some quick wins with your CRM?
1. Check out my Growth Systems podcast. I sit down with leading business owners, managers, and team leaders every other week to discuss how they solved some of their toughest business challenges.
2. Follow me on LinkedIn. Follow me for regular tips and tricks on using your CRM for consistent business growth.
3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which CRM features should be on your must-have list.
And be sure to check your inbox, because I’ll be sending you a FREE copy of my latest eBook, Unstick The Problem, and all sorts of other valuable resources!
Hey there! You need a Collaborative CRM.
It sounds like you’re working with clients online, your teams are distributed, or you’ve got multiple departments working with clients. Whatever the scenario, a collaborative CRM will help you provide better customer service.
Team members at every point in the sales cycle can see notes and information about the prospect or client. And when you know what happened at every touch point in the customer journey, you can offer the best customer service.
3 Tips for Choosing a CRM
1. Ask “Which one is best for MY business?”
You can find CRM comparisons all over the internet. But, what those comparisons won’t tell you is which CRM is best for YOUR business.
Start by making a list of what you need your CRM to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Will you be charged per contact or team member or both? Also, consider the cost, both time and money, of getting your team and your systems working in the new CRM.
Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which CRM is right for you. It’ll be the one that checks all the boxes on YOUR list!
2. Choose the right size CRM for your business.
Choosing the right size CRM for your business is kind of like choosing a cute outfit for your friend’s new baby.
If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.
The same goes for selecting your CRM. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.
3. Take your top 3 choices for a test run.
You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each CRM. Make notes about what you liked and didn’t like.
Weigh the pros and cons and narrow it down to two choices. Choose the CRM that gives you all your must-haves and the most nice-to-haves from your list.
Finally, to confirm your choice, imagine your future self using that CRM as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!
Hi👋, I’m Lucas Addaway!
I’m a business consultant who’s helped dozens of companies select the best CRM for their business.
I’ve got a degree from Business School, and I’ve been a consultant for over a decade. I’ve got a deep understanding of the features and benefits of the top CRM software on the market today.
I can help you evaluate your business systems so you can choose the best CRM for your company. There’s nothing I love more than fist-bumping my clients when their CRM helps them crush their business goals faster!
Looking for some quick wins with your CRM?
1. Check out my Growth Systems podcast. I sit down with leading business owners, managers, and team leaders every other week to discuss how they solved some of their toughest business challenges.
2. Follow me on LinkedIn. Follow me for regular tips and tricks on using your CRM for consistent business growth.
3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which CRM features should be on your must-have list.
And be sure to check your inbox, because I’ll be sending you a FREE copy of my latest eBook, Unstick The Problem, and all sorts of other valuable resources!
Hey there! You need an Analytical CRM.
It looks like you’re ready to level up your business with data-driven strategies. An analytical CRM will give you the data you need to make those next-level strategic decisions.
If you’re a service provider or an account-based sales organization you’ll benefit from insights mined from your analytical CRM. It’ll help you identify and convert more leads.
3 Tips for Choosing a CRM
1. Ask “Which one is best for MY business?”
You can find CRM comparisons all over the internet. But, what those comparisons won’t tell you is which CRM is best for YOUR business.
Start by making a list of what you need your CRM to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Will you be charged per contact or team member or both? Also, consider the cost, both time and money, of getting your team and your systems working in the new CRM.
Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which CRM is right for you. It’ll be the one that checks all the boxes on YOUR list!
2. Choose the right size CRM for your business.
Choosing the right size CRM for your business is kind of like choosing a cute outfit for your friend’s new baby.
If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.
The same goes for selecting your CRM. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.
3. Take your top 3 choices for a test run.
You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each CRM. Make notes about what you liked and didn’t like.
Weigh the pros and cons and narrow it down to two choices. Choose the CRM that gives you all your must-haves and the most nice-to-haves from your list.
Finally, to confirm your choice, imagine your future self using that CRM as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!
Hi👋, I’m Lucas Addaway!
I’m a business consultant who’s helped dozens of companies select the best CRM for their business.
I’ve got a degree from Business School, and I’ve been a consultant for over a decade. I’ve got a deep understanding of the features and benefits of the top CRM software on the market today.
I can help you evaluate your business systems so you can choose the best CRM for your company. There’s nothing I love more than fist-bumping my clients when their CRM helps them crush their business goals faster!
Looking for some quick wins with your CRM?
1. Check out my Growth Systems podcast. I sit down with leading business owners, managers, and team leaders every other week to discuss how they solved some of their toughest business challenges.
2. Follow me on LinkedIn. Follow me for regular tips and tricks on using your CRM for consistent business growth.
3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which CRM features should be on your must-have list.
And be sure to check your inbox, because I’ll be sending you a FREE copy of my latest eBook, Unstick The Problem, and all sorts of other valuable resources!
Hey there! You need an all-in-one CRM solution.
You need it all! Most CRM solutions have options to mix and match operational, collaborative, and analytical features. These range from basic signup and go CRMs to complex systems that require significant onboarding and training.
The better you’ve defined exactly what you need your CRM to do for your business, the easier it will be to select the right features.
3 Tips for Choosing a CRM
1. Ask “Which one is best for MY business?”
You can find CRM comparisons all over the internet. But, what those comparisons won’t tell you is which CRM is best for YOUR business.
Start by making a list of what you need your CRM to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Will you be charged per contact or team member or both? Also, consider the cost, both time and money, of getting your team and your systems working in the new CRM.
Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which CRM is right for you. It’ll be the one that checks all the boxes on YOUR list!
2. Choose the right size CRM for your business.
Choosing the right size CRM for your business is kind of like choosing a cute outfit for your friend’s new baby.
If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.
The same goes for selecting your CRM. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.
3. Take your top 3 choices for a test run.
You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each CRM. Make notes about what you liked and didn’t like.
Weigh the pros and cons and narrow it down to two choices. Choose the CRM that gives you all your must-haves and the most nice-to-haves from your list.
Finally, to confirm your choice, imagine your future self using that CRM as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!
Hi👋, I’m Lucas Addaway!
I’m a business consultant who’s helped dozens of companies select the best CRM for their business.
I’ve got a degree from Business School, and I’ve been a consultant for over a decade. I’ve got a deep understanding of the features and benefits of the top CRM software on the market today.
I can help you evaluate your business systems so you can choose the best CRM for your company. There’s nothing I love more than fist-bumping my clients when their CRM helps them crush their business goals faster!
Looking for some quick wins with your CRM?
1. Check out my Growth Systems podcast. I sit down with leading business owners, managers, and team leaders every other week to discuss how they solved some of their toughest business challenges.
2. Follow me on LinkedIn. Follow me for regular tips and tricks on using your CRM for consistent business growth.
3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which CRM features should be on your must-have list.
And be sure to check your inbox, because I’ll be sending you a FREE copy of my latest eBook, Unstick The Problem, and all sorts of other valuable resources!
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