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Episode 13: Buying the Wrong CRM Is Expensive. Here's How to Avoid It.
Episode Overview
Someone told you your business needs a CRM. And now you're drowning in options, features, and pricing pages that all say essentially the same thing. Which one is right for your team?
In this episode, Jim Kineon breaks down what a CRM actually is and what it's designed to do, and then walks through a practical framework for evaluating CRM software based on the size and maturity of your organization. Whether you have 12 employees or 200, the right CRM is not the one with the most features. It's the one that fits your team, your process, and where your business actually is right now.
In This Episode, You’ll Learn
• Why CRM selection is not a feature comparison, and what question you should actually be asking
• What a CRM is genuinely designed to do, and the difference between core and advanced functionality
• A real case study of a business that upgraded their CRM to get a complete picture of their customer including: purchases, contract agreements, marketing campaigns, billing and payment history.
• How to evaluate CRM software for a 1–25 person organization, including what to look for and what to avoid
• How CRM requirements and risks change as you grow to 26–100 and 101–250 employees
• The hidden costs of data migration, post-launch support, criticality, and what happens during downtime
• How to know if your organization is actually ready for a new CRM
Why This Matters
The best CRM is not the one with the most features. The best CRM is the one your team will actually use, can afford, and can manage without creating unnecessary complexity.
Connect With Me On LinkedIn
www.linkedin.com/in/jimkineon
Subscribe to My YouTube Channel
https://www.youtube.com/@jameskineon4185
View all episodes
By Jim KineonEpisode Overview
Someone told you your business needs a CRM. And now you're drowning in options, features, and pricing pages that all say essentially the same thing. Which one is right for your team?
In this episode, Jim Kineon breaks down what a CRM actually is and what it's designed to do, and then walks through a practical framework for evaluating CRM software based on the size and maturity of your organization. Whether you have 12 employees or 200, the right CRM is not the one with the most features. It's the one that fits your team, your process, and where your business actually is right now.
In This Episode, You’ll Learn
• Why CRM selection is not a feature comparison, and what question you should actually be asking
• What a CRM is genuinely designed to do, and the difference between core and advanced functionality
• A real case study of a business that upgraded their CRM to get a complete picture of their customer including: purchases, contract agreements, marketing campaigns, billing and payment history.
• How to evaluate CRM software for a 1–25 person organization, including what to look for and what to avoid
• How CRM requirements and risks change as you grow to 26–100 and 101–250 employees
• The hidden costs of data migration, post-launch support, criticality, and what happens during downtime
• How to know if your organization is actually ready for a new CRM
Why This Matters
The best CRM is not the one with the most features. The best CRM is the one your team will actually use, can afford, and can manage without creating unnecessary complexity.
Connect With Me On LinkedIn
www.linkedin.com/in/jimkineon
Subscribe to My YouTube Channel
https://www.youtube.com/@jameskineon4185