Scoping your CRM requirements

Looking for a new CRM? There are many reasons why you might be on the hunt for a new CRM platform. Sometimes we outgrow the old, and it's time for a fresh start. Navigating the CRM landscape with no plan can be a big challenge. There are many options out there, but knowing exactly what you need for your business and team and where to start in finding that out is the first step.

By using this spreadsheet template, you will be able to:

Identify the business requirements that matter when scoping your new CRM
Spot potential roadblocks and challenges in implementing a new CRM before they occur, minimising risk
Pinpoint the issues with your current CRM so you can find a fit-for-purpose solution

After completing this template you can provide internal stakeholders and external partners with one document containing only the essential information to understand and scope the CRM project.

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"Excellent partner for support with scaling your HubSpot Environment"

Gem was excellent at helping us review our existing HubSpot Environment to see where there were gaps, as well as helping onboard multiple departments in our company on the functionality of HubSpot. I would definitely recommend BabelQuest for any company ...

Cailin Sadler

Growth & Digital Marketing Manager

"BabelQuest are simply AMAZING"

I can't compliment Eric & his team enough! We are a very needy client given the growth we're experience at the moment. Bridget has been looking after us and it has been a very fun, professional and valuable service. Our HubSpot portal is still not fully ...

Peter McCarthy

Chief Commercial Officer

"Very responsive - Bridget it great!"

I just had to write this review to thank Bridget for all her hard work and attention to detail. She has been most helpful and has always been on hand to speak to and resolve any problems we may of had.

Julie Oldroyd

Sales & Marketing Director

"Reliable - Trustworthy - Proffesional"

I thought it would be fair to take a few minutes to feedback on my recent experience with Babelquest. Since we started working with Gem, it has been a bless and it has reminded me why I have decided to choose Babelquest in the first instance for HubSpot ...

Larisa Lucaciu

Consultant

"Hoppiest froods!"

We employed BabelQuest to assist in the transformation of our existing HubSpot CRM. We gave them the brief, walked them through the vision and design of the new-build and told 'em what we needed from them. They got it immediately and couldn't have been ...

Nigel Griffen

Sales Operations Manager

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Babel Quest have been working with VFE now for around one year and they have been great investment for us. Both the traffic to our website as well as the number of direct requests converting into business opportunities and sales has increased due to the ...

Adrian Goodbrand

Director of Sales and Marketing

"Excellent product knowledge and guidance all through our CRM project"

After talking to a few providers of HubSpot we settled on using Babelquest as their enthusiasm for the product was clear to see. At every stage from initial concept, through workshop and design they have been such a key part of our project and provided ...

Jonathan Bushell

Head of IT

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BabelQuest have been absolutely fantastic to work with! Our marketing strategy and the content we are now putting out has gone from 0 to 100! And the resulting leads and new business speaks for itself! In the past year of working together we have built a ...

Slater Jinkinson

Head Of Sales

Not sure where to start?

Book a call with one of our experts and they can help guide you through the process to make it as smooth as possible.

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