• CRM Vendor Selection

  • Oct 14 2024
  • Length: 29 mins
  • Podcast

CRM Vendor Selection

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  • Summary

  • In this episode (3 of 5), Lindsay Young, president of 3 Aspens Media, is back with Brian Gardner, founder of SalesProcess360, to explore a crucial step in the CRM journey: selecting the right vendor. Brian shares his insights on the vendor selection process, emphasizing the importance of using a structured, phased approach to ensure successful CRM implementation.

    He explains the significance of creating “day in the life” scripts and how they help companies stay focused on their specific needs during vendor evaluations.

    Key topics include the right number of vendors to evaluate, the role of the CRM partner versus the vendor, and the importance of an evaluation scorecard to keep the selection process objective. Brian also highlights common mistakes companies make, such as letting vendors drive the process, and offers tips to avoid these pitfalls.

    Tune in to learn how to maintain control over your CRM vendor selection, create a clear roadmap for success, and position your company for long-term growth.
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