Which CRM is right for you?
Choosing the Right CRM Shouldn’t Take Months – or Cost You Thousands.
Don’t waste weeks sifting through vendors, demos, and sales calls. In just a few hours, I’ll help you cut through the noise and pinpoint the best CRM for your business.
The Truth You Need To Know About CRM Software Market
The CRM software market is crowded - with hundreds of platforms all claiming to be the “best.”
For most business owners or managers, choosing the right one can be frustrating, confusing, and painfully time-consuming.
Even worse? Choosing the wrong one can cost you more than money - it can derail your processes, demotivate your teams, and set your business back months.
Selecting a new CRM was a daunting prospect. It felt overwhelming to know how to cost each one, and if they were in fact as good as they stated - plus the time and crucial importance of transferring and implementing the new system. But David made the whole process seamless. Conscientious, knowledgeable, and experienced, he guided us through various choices, weighing up the pros and cons of each platform - basing them on their impartial experience and on our needs.
I am confident we have made this incredibly important decision correctly.
Lotty Chatterton - Commercial Development Manager
IPRS Mediquipe | The Handl Group
The Problem & challenges
9 Smart Questions for Smarter CRM Decisions
Functional Scope
Will it have all the functionality to do what I need it to do?
...
Ease of use
How long will it take my team to learn and take full advantage of it?
Automation & Workflows
How easy is it to set up workflows & logic to run our end to end CRM processes?
Integration
Can it connect and share information with other apps in my business?
Customisation
How difficult will it be to make bespoke changes to the standard package?
Analytics & Reporting
Will it provide the analytics and insights I need to to manage my business?
Artificial Intelligence
What AI capabilities come as standard to help me automate my business?
Security & Compliance
Will my data be safe and comply with GDPR and other industry standards?
Support & Training
What support and training will help me keep the application effective?
Feeling overwhelmed? There's a lot to think about!
Choosing the wrong CRM could cost you time, money, and momentum.
I can help you get it right.
My OFFER
A Low Cost & High Value Engagement to Fast-Track Your Decision
I help SMEs make the right CRM decision. As an independent consultant, I don’t sell CRM software. I don’t take commissions. And I don’t pitch products.I help businesses like yours find a CRM that fits your exact needs, budget, and growth plans.You’ll go from “we’re not sure where to start” to having a clear, confident decision - without - spending weeks stuck in meetings or product demos.
WHY CHOOSE ME?
25+ Years experience. Global Firms to Growing SMEs
Over the past 3 decades, I’ve helped businesses across the world implement CRM solutions that transform how they sell, market, and support their customers.
Senior level roles with global consulting leaders like PwC, EY, and IBM
Senior CRM project leadership roles at Salesforce.com and Oracle
Multi-sector experience: Commercial, Public Sector and Not for Profit organisations
13+ years advising and delivering CRM solutions to small and mid-sized businesses
Broad working knowledge of the top CRM platforms for SMEs
CUSTOMER TESTIMONIALS ....
We have greatly benefited from ZED Consulting’s work. They have assisted us in refining our sales and operational processes. David and his team have been a pleasure to work with.
We will definitely work with them again and again.
Max Noble - CEO
Precision Glass Group
.
David has been a valuable partner. His deep knowledge and solutions-focused approach helped us build the right system for our needs. He’s been consistently responsive, explaining complex concepts in simple terms for non-technical team members. Highly supportive and reliable.
Jayne Chappell - Head of Memberships
Social Enterprise Scotlan
PCB have thoroughly enjoyed working with David as we build out our CRM, his ongoing support throughout the process has been hugely needed and appreciated, we look forward to continuing our partnership with Zed.
Caitlin Horbury - Head of Business Operations
PCB Partners
3 Step Journey
Are you, like many, feeling a little overwhelmed and need help with deciding which CRM platform would best fit your business?My 3-step process will fast-track you the right CRM decision without the stress.Smart, Simple, and Tailored.
Engage
Start your CRM journey with a free, insightful consultation.
Lets connect - to clarify your CRM needs and explain our
approach.
Discovery
We’ll dive deeper into your requirements and priorities in a focused 1:1 workshop.
Lets align your needs around key business priorities - not guesswork.
Recommendation
Get my tailored report with the best-fit CRM, rationale, and estimated costs.
You can now make a confident, informed decision, with no or very low risk.
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Lets Get Started!
Book your free, insightful consultation call today. This first step is all about:
Understand where your business is today
Clarify the challenges you face and the outcomes you want
Learn how our consulting process works (with transparent fees)
No sales pitch. No jargon. Just a focused conversation to help you move forward with confidence.
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