This is truly the million dollar question! Working with a consultant that understands the true functionality (not just what the CRM company says) of each CRM can be an easy way get through this process. CRM Total Solutions has been doing this for over 12 years and has honed a very specific, methodical process for identifying which CRM is right for you. Specifically, we conduct an in-depth requirements and discovery session to go through each part of your business that needs to be tracked by the CRM. Once this is completed, an Executive Summary and details functional requirements document is created for you to review and circulate with your team. In addition to this summary and details, a comparison matrix is provided where each of the key features needed is ranked for each of the CRM softwares that would work. This gives you the ability to see which CRM is truly the right one for you.