Permissions
Checking data export before contract signature
Specify CRM export scope, relationships, permissions and timing, then inspect a sample before signing.
Desk
Desk Vendor Selection
Compares CRM platforms on configuration, integrations, permissions and ongoing cost.
Replacement
Choosing CRM software for a sales team
Choose a sales CRM from your team's workflow and required outcomes. Compare relevant HubSpot, Pipedrive and Zoho CRM plan limits before buying.
Automation
Choosing mobile CRM features for field sales
Compare field sales mobile CRM needs with documented offline functions, plan limits and visit tasks.
Replacement
Comparing per-user plans and feature restrictions
Map CRM seats and editions to user tasks, then compare feature limits, add-ons and billing terms.
Replacement
Comparing reconfiguration with replacing the CRM
Define the failing customer task, compare repair and replacement on one scope, and account for dependencies and continuing effort.
Replacement
CRM costs and vendor selection
Compare workable CRM editions, seats, implementation work, support and exit terms using the same buying brief.
Replacement
CRM implementation
Plan a CRM implementation around usable sales work, prepared records, representative users and a clear go-live decision.
Replacement
CRM maintenance and replacement
Review recurring CRM problems, preserve useful history and decide whether to repair the system or assess a controlled replacement.
Permissions
CRM permissions
Plan CRM permissions by role, record, action and field. Test team access, limit partner and admin rights, and review access when responsibilities change.
Replacement
CRM versus a spreadsheet customer register
Decide when a shared customer spreadsheet is enough and when sales work calls for a CRM, using ownership, follow-up and hand-offs as the tests.
Replacement
Estimating CRM implementation and support costs
Scope CRM migration, configuration, training and support, then separate first-year and recurring costs.
Permissions
Giving an external partner limited account access
Define the accounts, actions and time period an external CRM partner needs. Test related data exposure and remove access when the work ends.
Permissions
Limiting sensitive CRM data stored on mobile devices
Identify and reduce customer information held on phones, including offline data, notifications and exports.
Replacement
Planning a CRM switch with record relationships intact
Map account, contact, opportunity and history links before a CRM switch, then reconcile IDs and relationships before cutover.
Permissions
Removing former users without orphaning customer records
Revoke a former user's CRM access, transfer active accounts and tasks, check automations, and preserve useful customer history.
Permissions
Restricting access by team and territory: design and test
Set team and territory boundaries for CRM records, check overlapping grants and related data, and test access after account transfers.
Permissions
Reviewing a CRM vendor's service commitments
Check CRM uptime wording, support hours, response terms, exclusions and remedies against the proposed contract.
Permissions
Reviewing administrator permissions
Inventory CRM administrators, compare grants with current duties, inspect audit history and record decisions when privileged access changes.
Automation
Testing a CRM rule before enabling it for all users
Use qualifying, excluded and repeat cases to check a CRM rule, understand what vendor previews show and inspect outcomes before wider rollout.