Guides
What we would tell you if you were not a prospect
Choosing business software badly is expensive and largely avoidable. These guides set out how the decision actually works - what things cost, what goes wrong, and which questions separate a supplier who has done this before from one who has not. No email gate and no download form.
- 5 guides
- No email required
- 01234 672 617
- 24 September 20268 min read
Signs your customer list has outgrown a spreadsheet and a shared inbox
How to tell the difference between a sales team that is busy and one whose tools have stopped keeping up - and what to do about it.Read the guide - 24 September 202610 min read
How to choose a CRM for a growing UK business
A practical way to shortlist and choose a CRM - what to decide before you look, the questions that separate suppliers, and the traps to avoid.Read the guide - 24 September 20269 min read
What CRM software actually costs in the UK
The parts of a CRM budget - licences, tiers, setup, data import, integrations and time - and how to compare suppliers fairly.Read the guide - 24 September 202611 min read
Moving to a CRM: getting the data across and the team on board
A step-by-step approach to moving from spreadsheets, inboxes or an old CRM - data import, setup, training and the first ninety days.Read the guide - 24 September 20268 min read
CRM or ERP: which one do you actually need?
What a CRM does, what an ERP does, where they overlap, and how to tell which one your business needs now - and later.Read the guide
Why these exist
We would rather you bought the right thing
A badly chosen system is not a neutral outcome for us. The businesses that end up unhappy with a CRM rarely bought a bad product - they bought a reasonable product for a problem they had not defined, from a supplier who was happy not to ask.
If these guides talk you out of buying anything this year, they have done their job.
Still deciding
Ask us the awkward question
The one you feel you should not ask a supplier. Those are usually the questions worth the most, and we would rather answer them now than after a contract.
