What the CRM quote excludes
Compare promised deliverables with the work your team must do to use them.
Review questions →
Independent business analysis · Greater Manchester & UK-wide
What needs to be agreed before changing a system?
A supplier can configure exactly what was requested while your teams still disagree about when a deal is qualified, who owns a handover or which record is correct. Resolve those decisions before the software makes an unclear rule permanent.
Start with the situation
Select the decision before comparing options
01 · You have a quote
Scope of the CRM proposal
Check scope, missing prerequisites, responsibilities and what you can actually accept at handover.
Check the proposal → 02 · You want to automateCapacity after the automated step
Check where work waits, what happens next and how savings could be realised.
Assess the decision → 03 · Something is already wrongA change in commercial or delivery performance
Start with the result that has changed. The possible causes can be investigated from there.
Explore the problem →The missing part of a project
Supplier deliverables and internal operating changes
A proposal may include pipeline configuration, data migration and dashboards. It may not include agreeing what qualifies as an opportunity, who validates records, or who acts on an exception after go-live.
Those tasks remain real even when they are outside the supplier's scope. See the costs and responsibilities often overlooked in a CRM project.
First decisions, not a technology catalogue
Before you sign
Before you budget
Before you automate
Checks before approving the proposal
Internal implementation costs
Include licences, staff time, clean-up, testing and continuing ownership.
Cost checklist →Constraints outside the proposed system
Test whether local time saved can change fulfilment, capacity or margin.
Five checks →When a project needs a second look
Document the present workflow before approving changes
A useful review should tell you which questions really need an answer before you commit, who is responsible for answering them and whether anything in the proposal should change.
Ask about a proposal review