Journey hub
Start with CRM
For leadership teams asking whether they need CRM, which system fits, and how to build the business case.
Leadership questions
Start with the decision, then choose the CRM work
These are the questions the page should help a leadership team answer before they buy more licences, migrate data or ask users to change behaviour.
Do we need CRM?
Which CRM should we choose?
What will it cost?
How do we justify the change?
Articles
Practical guidance for this stage
Plain-English guidance for this stage of the CRM journey, written around the questions leaders actually ask.
5 key reasons people buy CRM solutions
The common business triggers that push teams from spreadsheets or weak systems into CRM.
Excel vs. CRM
When spreadsheets stop being good enough for managing customer relationships.
How much does a CRM system cost?
A guide to the cost factors behind CRM licences, setup, migration and support.
Analysis paralysis in CRM decisions
How to move from endless CRM comparison to a practical decision.
How to build your CRM business case
A practical CRM business case guide with a template for leadership teams.
The CRM A-Z
Plain-English explanations of CRM terms and concepts.
Why spreadsheets are not a CRM
How to know when spreadsheets are holding the business back.
How to choose a CRM that actually delivers
How to choose CRM around business fit, adoption and outcomes.
Related proof
Case studies for this journey
Proof is filtered by the prospect’s problem, not just by industry.
Fast growing business no longer held back by spreadsheet limitations
A young B2B events business moved away from fragmented spreadsheets as growth made customer data harder to manage.
- Spreadsheet escape
Managing projects in Excel is confined to history
A long-established services business moved project and client tracking away from Excel.
- Spreadsheet escape
CRM overcomes the limitations of Excel spreadsheets and Access databases
A rapidly growing utilities connections business outgrew spreadsheets and Access.
- Spreadsheet escape
CRM enables skin care business to gain market insight and workforce efficiency
A healthcare supplier reduced spreadsheet reliance and improved sales visibility.
- Spreadsheet escape
Moving from Excel gives construction firm a better handle on opportunity management
A construction business needed stronger opportunity tracking as revenue and pipeline complexity grew.
- Spreadsheet escape
- Pipeline
Customised CRM system leads to new sales opportunities
An energy consultancy created new sales opportunities through a customised CRM.
- Greenfield CRM
Template
Build the business case before you buy
The CRM business case template stays visible as the main practical resource for early-stage buyers.
FAQ
Common questions for this journey
What belongs in the Start with CRM journey?
For leadership teams asking whether they need CRM, which system fits, and how to build the business case.
What should we do first?
Use the CRM Scorecard to understand the current state, then choose a workshop, service or article path based on the result.
Can this journey lead to a consulting project?
Yes. The journey hubs educate first, then route serious prospects toward the scorecard and fit call.
Diagnostic first
Not sure where to go after Start with CRM?
Start with the free CRM Scorecard. It takes a few minutes and gives you a practical next step before anyone books time in the diary.
3-5 minutes. 6-page personalised report. No hard sell.