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What NOT to do when purchasing a CRM.

Published 14 July 2023 11:30
by Julia Pacewicz

Purchasing a Customer Relationship Management (CRM) system is a significant decision that can greatly impact your business's efficiency and success. However, navigating the CRM market can be challenging, and making the wrong choices can lead to costly mistakes. In this blog post, we explore the six crucial "do nots" when purchasing a CRM. 


What NOT to do when purchasing a CRM:

  1. Not Defining Your Needs;
  2. Ignoring Scalability;
  3. Neglecting User Experience;
  4. Overlooking Integration Capabilities;
  5. Failing to Consider Total Cost of Ownership;
  6. Disregarding Vendor Reputation and Support.


By understanding and avoiding these common pitfalls, you can make a more informed decision and ensure a successful CRM implementation. Whether you're a small business or a large enterprise, join us as we delve into the key mistakes to steer clear of, and gain valuable insights to guide you towards a CRM investment that aligns with your needs and drives your business forward.


Do Not #1 - Not Defining Your Needs

Don't jump into CRM purchasing without clearly defining your organization's specific needs and goals. Understand your business processes, customer interactions, and desired outcomes to ensure the CRM aligns with your requirements.


Do Not #2 - Ignoring Scalability

Don't overlook the future scalability of the CRM. Consider the potential growth of your business and ensure the CRM can accommodate expanding data volumes, user bases, and functionality requirements without significant disruptions or costly migrations.


Do Not #3 - Neglecting User Experience

Avoid selecting a CRM solely based on its features without considering the user experience. Ensure the platform is intuitive, user-friendly, and easily adopted by your team to maximize user engagement and productivity.


Do Not #4 - Overlooking Integration Capabilities

Don't overlook the CRM's integration capabilities with your existing tools and systems. Ensure it seamlessly connects and shares data with other critical applications in your tech stack to avoid silos and optimize efficiency.


Do Not #5 - Failing to Consider Total Cost of Ownership

Don't focus solely on the upfront cost of the CRM license. Consider the long-term costs, including implementation, training, ongoing support, customization, and potential add-ons, to accurately evaluate the total cost of ownership over time.


Do Not #6 - Disregarding Vendor Reputation and Support

Avoid overlooking the reputation and support provided by the CRM vendor. Research customer reviews, check their track record, and assess the quality of customer support and post-implementation assistance they offer.


Why HubSpot as your CRM?

HubSpot stands out as the best CRM solution across the six key points for several reasons:

  1. Defining Your Needs: HubSpot offers a comprehensive suite of CRM features that cater to the diverse needs of businesses. Its modular approach allows you to customize the CRM to fit your specific requirements, whether it's sales, marketing, or customer service.
  2. Scalability: HubSpot's CRM is designed to scale with your business. It offers flexible pricing plans and add-on modules, allowing you to expand functionality as your needs grow. HubSpot's cloud-based infrastructure ensures seamless scalability without disruptions or complex migrations.
  3. User Experience: HubSpot prioritizes user experience, offering a clean and intuitive interface that is easy to navigate. The platform provides a unified view of customer interactions, streamlines workflows, and offers powerful automation tools, enhancing user productivity and engagement.
  4. Integration Capabilities: HubSpot's CRM seamlessly integrates with a vast ecosystem of applications, including email marketing, social media, customer support, and more. Its native integrations and robust API make data sharing and synchronization across systems effortless, preventing data silos and boosting efficiency.
  5. Total Cost of Ownership: HubSpot's transparent pricing structure, with flexible plans and the option for free usage, helps you accurately evaluate the total cost of ownership. Its all-in-one approach reduces the need for additional third-party tools, saving costs associated with multiple software subscriptions.
  6. Vendor Reputation and Support: HubSpot has gained a strong reputation for exceptional customer support. Their extensive knowledge base, documentation, and responsive community provide valuable resources for self-learning. Additionally, HubSpot offers a variety of support channels, including phone, email, and chat, ensuring reliable assistance when you need it.

By excelling in these areas, HubSpot ensures that businesses have the necessary tools, support, and scalability to succeed in their CRM implementation, making it the ideal choice for organizations seeking a comprehensive and user-friendly CRM solution.


So, are you going to follow the NOT do to list??

By choosing HubSpot over Salesforce, you can save up to $161,000 a year in CRM costs. Your company may qualify for such savings. 

Get in touch with us to see if we can help you reduce your costs.

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Julia Pacewicz

RevOps Consultant & Brand Strategist

Julia is a RevOps Consultant & Brand Strategist. She received her B.A. in Psychology and Art History from New York University and her M.A. in Heritage & Memory Studies from the University of Amsterdam. Julia's background in humanities has helped her in creating digital experiences for ClickRay's customers.