CRM buying guides for Indian sales teams: how to compare products, what to ask in a demo, and how to judge the return before you sign.
4 guides
4 guides shown
Buying a CRM8 min read
A practical guide to setting up a CRM for B2B sales: company accounts with several contacts, enquiries from every channel, quotes with approvals and repeat orders. Includes a seven-step enquiry process and a first-reply template.
Buying a CRM8 min read
How to estimate CRM ROI with your own numbers: the gains worth counting, the costs people leave out, a worked example and a break-even test. It works for any CRM, before you buy and after.
Buying a CRM10 min read
How to choose a CRM your team will still use next year: a seven-step decision process, from writing down the problem to checking the exit. Plus ten questions to put to every vendor, including us.
Buying a CRM7 min read
Choosing a CRM for small business in India? What to check before you pay: rupee billing and GST invoices, WhatsApp and IndiaMART, where your data is stored, support hours and the questions to ask every vendor.
Buying a CRM is a bigger decision than the monthly price suggests. The wrong one costs a year of half-used software, a team that goes back to WhatsApp and a migration you have to do twice. These guides help you decide with your own requirements in front of you, not a vendor's feature list.
Read the guide on how to choose a CRM for the decision process itself, from writing the problem down to a scored trial with your reps. The India buyer's guide covers what matters for an Indian small business, such as rupee billing, GST invoices, WhatsApp and IndiaMART. The B2B guide covers longer cycles and quotations, and the ROI guide shows how to estimate the return of any CRM with your own figures. When you have a shortlist, the comparison and alternatives pages set the products side by side.
A sensible way to use these guides is to read the decision-process guide first, write down your must-haves, and then run the shortlist through a short trial with your own reps and your own leads. Keep the scoring sheet from that guide, because it is also the best record of why you chose what you chose.
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