Customer Relationship Management Suite Opportunity Assessment Tool for Small Enterprises

Author(s): Timothy Hickernell, Ben Dickie, Victoria Moore, Jonathan Wang, Robert D'Aurelio, Anastasia Shteyn

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A standalone CRM suite can help SMBs meet their customer management goals. Still, a CRM suite may not be enough for some companies that exhibit industry specific customer needs. These needs may be served by a specific point solution for sales, marketing, or customer service. Before beginning the selection process, your SMB should assess whether or not there is enough value in the project to warrant an investment of time and resources.

Leverage this tool to determine if pursuing a CRM suite is worthwhile for your organization, as well as any point solutions, based on your SMB’s product and customer complexity.

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