Choosing your CRM
Helping you choose a solution that meets your needs
We know choosing a CRM can be overwhelming and time consuming.
We’re here to walk you through the process and find the right one for your business aims and organisational needs.
We will work through your requirements following our process and take the stress out of decision-making.
Our process
We’ve been doing this for many years, for many membership organisations.
Business analysis
We look at your current setup, find out where you want to be and discuss the different options.
Shortlist potential vendors
We will help you find a CRM vendor that aligns with your business objectives, organisational needs and budget.
Run a pilot project
If you want to know what it would be like working with someone – try working with them! We’ll help you run a short project so you can see how the technology would work for your organisation.
Technology sign posting
We’ll help you navigate the complex world of apps, solutions and integrations, in order to choose a family of tools that work well together, are robust and have longevity in delivering value to your organisation.
Have you outgrown your CRM?
We understand that moving to a CRM is a big decision and we’ll work with you to question whether you really need to move CRM or if you haven’t realised the full potential of your current CRM.
In this post, we consider 5 key areas to consider that suggest it might be time to change your CRM vendor.
What next?
Additional consultancy services Zentso can support you with
Implementation
Whether we helped you find a CRM or not, you’ll need your new CRM set up and integrated with all of your existing systems. This is where we can step in and smooth the process.
Ongoing support
We’re not the type to integrate and run, so we’ll be on hand, online, on the phone for all the support you’d need with your CRM system. We’re not a room of bots, we’re real human people who care about providing the best service possible.
Frequently Asked Questions
If you can’t see an answer to your question, please get in touch.
There are some common signs worth checking against: your team can’t access the system remotely, you’re relying on extra integrations to cover gaps the CRM should handle out of the box, staff or members are visibly frustrated with it, you can’t easily turn member data into useful reports, or the system struggles to keep up as your membership grows. See our full breakdown in Have you outgrown your CRM?
Zentso are partners with iMIS, Salesforce and Fonteva. We will work with you to understand your requirements for a new CRM and then suggest which system we think will be best. We will explore these options with you. If we don’t think these solutions are the right fit or you can get more from your current system, we’ll tell you.
Moving to a new CRM is an investment and pricing is typically based on key factors including licensing, implementation and configuration, and ongoing support costs. We will explain the costs to you and help you make an informed decision. Find out more about our pricing.
You can run this in-house, but the areas that most often go wrong (defining real requirements, running a fair vendor comparison, avoiding a process that favours the biggest proposal rather than the best fit) are exactly where we can help! Our business analysis and shortlisting steps are built around avoiding those specific traps.
We complete countless RFPs, from our experience a traditional tender can take anywhere from four to twenty-four months. They tend to reward vendors who write strong proposals rather than ones who deliver well. It also puts the sales team, not the implementation team, in front of you during the process that decides who you’ll work with for years. Read more about this here: CRM Software Selection, Done Smarter.
We recommend a three-step process: get to a shortlist of three vendors fast using criteria that actually predict a good fit, run a small paid pilot project with each so you see real delivery work rather than a sales demo, then choose a preferred vendor early based on that experience. Read the full approach in CRM Software Selection, Done Smarter.