How To Write A Business Case For A New CRM.

Template and examples

Presenting a new CRM to your company's leadership is no small task. It requires a strategic approach based on data and a compelling narrative.

Feeling the pressure? We've prepared a guide and CRM business case template with examples to help you secure buy-in.

Get the business case template

Step 1: Identify the Business Problem.

Examine existing gaps in your CRM that hamper your team's performance. Utilise concrete data to demonstrate the effects these shortcomings have on customer engagement and revenue.

What limitations does your current CRM have?
Can you measure the impact that these challenges have on the performance of your go-to-market teams?
What are your team's pain points and obstacles?

Step 2: Assess the CRM Landscape

If you haven't yet, your next step is to evaluate available CRM platforms.

You'll want to consider their suitability for addressing the specific challenges you've identified, as well as their potential to enhance your go-to-market processes.

What are the core features and functionalities your new CRM must have?
What vendor support options are available?
What are the direct and indirect costs?

Step 3: Recommend a Solution

After evaluating the options, you should have a clear frontrunner. However, you still need to recommend this solution in a way that resonates with the decision-makers.

Make sure to emphasise the benefits of your selected CRM, showcasing the new objectives you will accomplish.

Step 4: Calculate the Investment and ROI.

This is often the crucial step: calculating the investment required and the expected return.

Start by listing upfront costs, like software licenses and staff training. Consider ongoing costs like maintenance, support, and potential integrations with other systems.

Next, discuss the implementation process and set realistic expectations for when your business can anticipate a return. Will the CRM require a significant ramp-up time before contributing to go-to-market improvements?

To make a compelling case for ROI, highlight how the new CRM will impact your KPIs. Explore its potential effects on revenue, cost savings, and improved efficiency.

Get the 1-page business case template for a new CRM

Whether you're writing a business case for HubSpot or another platform, this business case template will provide you with a structured outline to present your findings coherently, ensuring you address all critical aspects of the investment and articulate the strategic benefits effectively.

Building on the CRM RFP Template, these tools will help you get started evaluating options and presenting your recommended choice to board members and key decision makers.

What can a HubSpot partner offer?

HubSpot Elite Partner

So, you’ve made the decision to consider HubSpot in your platform evaluation - a great decision might we add.

As a HubSpot Elite Partner, we'll help scope your use case, build a strategy, and help you identify if HubSpot is the right choice for your business.

Let's chat