Choosing a CRM · ASRR Tech
What costs sit alongside a CRM licence?
Include configuration, migration, training, integrations and internal administration. Ask which activities are one-off and which recur when expanding or making changes.
A practical example
A low licence price still requires time to clean existing customer data.
This is an illustrative situation for assessing your own process.
Checklist for your team
- List required work.
- Request scope per item.
- Compare the same period.
What does success look like?
The comparison includes the licence and the work required.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Choosing a CRM: the wider process
Choose a CRM around the work your team performs each day. Take a real enquiry and follow it through to the next appointment or quotation. Record missing information, handovers and exceptions. Use that journey as the same demonstration script for different vendors. Ask each vendor to show the configuration, integrations and support it requires. Assess the complete workflow, including manual work that remains. A feature becomes useful when an employee can use it to carry out the process you have agreed.