Before you dive into demos and vendor pitches, it’s worth taking a step back.
The right CRM should support how you sell, serve, and grow – not force your team into rigid processes or endless configuration. This checklist helps you assess CRM options with a clear framework, so you don’t end up with a system that looks good on paper but fails in daily use.
What you’ll get:
The checklist guides you through five key areas every first-time CRM buyer should evaluate:
- Define your business goals
- Clarify your technical needs
- Evaluate usability and adoption
- Assess the vendor behind the product
- Measure value and ROI
Bonus: Key questions to ask in every CRM demo, so you stay in control of the conversation.
Why this checklist matters:
Many CRM projects fail not because of the software — but because expectations were unclear from the start.
If several signs feel familiar, it usually means visibility is already breaking down — even if things still look “fine” on the surface.
This checklist helps you:
- Align internal stakeholders before talking to vendors
- Avoid costly surprises after go-live
- Choose a CRM your team will actually use
- Build a stronger business case with confidence
Who is this checklist for?
This checklist is designed for teams buying CRM for the first time, especially:
- CEOs and Managing Directors planning future growth
- Sales leaders looking for better pipeline visibility
- Marketing teams tired of scattered customer data
- Operations and IT leads focused on scalability and security
If you want a CRM that fits your business, not the other way around – this is for you.