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Wrong CRM choices cost companies years and millions. We guide you through selection with a structured process that matches your real needs—not vendor hype.
Start Your CRM EvaluationCRM selection anxiety is real. The market is confusing, vendors are aggressive, and the stakes are high. Making the wrong choice sets your team back years.
Most trace back to choosing the wrong platform for the organization's actual needs. Selection is the first and most critical decision.
HubSpot, Zendesk, Salesforce, Pipedrive, Dynamics... Every vendor promises everything. How do you cut through the marketing to find what actually fits your business?
Every consultant pushes their preferred platform because that's how they get paid. It's almost impossible to find objective advice when everyone has a commission to earn.
The license price is just the start. Implementation, customization, integration, training—real costs are 3-5x what vendors quote. You won't know until you're committed.
You've heard the horror stories. Companies locked into platforms that don't fit, wasting years trying to make it work. The cost of a bad choice is measured in lost productivity, not just dollars.
Most CRM advisors are resellers in disguise. We're consultants who happen to implement. The difference? We've recommended against platforms we're certified on when they weren't right. Our business model depends on getting it right, not getting a sale.
See How We WorkWe document what you actually need before looking at any platform. Business processes drive technology choices—not vice versa. If you can't articulate needs, any vendor looks good.
We're certified across all major platforms and earn similar margins regardless of which you choose. Our incentive is finding your best fit—because that's how we get referrals and repeat business.
License fees are just the beginning. We model implementation, customization, integration, training, and ongoing costs for true comparison. No surprises after you've signed.
A structured decision-making process that removes emotion and bias. Here's exactly what you get.
Stakeholder interviews across sales, marketing, service, and IT. Process mapping to understand workflows. Documentation of must-haves vs nice-to-haves with clear prioritization.
Market analysis based on your requirements. We eliminate options that don't meet critical needs—narrowing from dozens of platforms to 2-4 realistic contenders.
Structured vendor demos focused on your use cases, not generic slideshows. Scoring frameworks that make comparison objective. Questions that reveal limitations vendors try to hide.
3-5 year TCO modeling including license, implementation, customization, integration, and ongoing costs. Side-by-side comparison that accounts for hidden expenses.
Contract review, pricing optimization, and term negotiation. We know what discounts are possible and which terms are non-negotiable. Clients typically save 10-20% on list pricing.
Roadmap development, resource planning, risk assessment, and vendor management strategy. You'll have a clear path forward before you sign anything.
We're certified across all major CRM platforms. We'll recommend what fits your needs—not what pays us the highest commission.
HubSpot
Pipedrive
Zoho CRM
Zendesk
Front
Salesforce
Microsoft DynamicsA structured methodology that removes emotion and bias from CRM selection. Facts, not feelings.
Stakeholder interviews, process mapping, and requirements documentation. We understand your business before we look at any platform. Output: prioritized requirements matrix.
We evaluate the full market against your requirements, eliminating options that don't fit. You'll understand why certain platforms are in or out.
Structured demonstrations focused on your use cases. Scoring frameworks that make comparison objective. We ask the hard questions vendors hope you won't.
Side-by-side comparison against requirements. Weighted scoring based on your priorities. Clear strengths and limitations for each option.
Total cost modeling, contract review, and pricing negotiation. We know what discounts are possible and help you get the best deal.
Final recommendation with rationale, risk assessment, and implementation roadmap. Executive summary ready for board approval.
Proven CRM selection advisory outcomes that help businesses choose the right platform.
Structured CRM evaluation process
Across Salesforce, HubSpot, Pipedrive & more
Unbiased CRM recommendations
Through expert contract negotiation
The wrong CRM costs 5-10x more to fix than to get right the first time. Our clients avoid $100K+ in failed implementations.
Expert guidance means you choose based on fit, not flashy demos or vendor promises.
Skip months of internal evaluation. We've already tested these platforms—you get our knowledge in weeks, not quarters.
Your team stays focused on their jobs while we handle the vendor comparisons.
We know what discounts are possible and which terms are non-negotiable. Our clients save 20-30% on average vs. list pricing.
Negotiation leverage comes from knowing the market—and vendors know we know.
No more second-guessing. Our methodology produces clear, defensible recommendations with documented rationale.
Your board gets an executive summary they can trust. Your team gets a platform they'll actually use.
Given its complex and multi-step nature, CRM selection requires proper planning and technical expertise. The wide range of CRM options currently available to businesses, including Salesforce, HubSpot, Dynamics, and dozens of SaaS platforms, certainly offers a good deal of choice. However, each alternative presents unique complexities that call for specific know-how, further highlighting the importance of a solid evaluation strategy.
To ensure a smoother selection process, consider partnering with an experienced IT provider like 3Li Global to streamline software evaluation, budgeting, and other key aspects of your CRM journey.
Drive business growth with 3Li Global's CRM expertise
Straight answers to what you're probably wondering.
Typical projects take 4-5 weeks. We can accelerate if urgency demands it, but rushing usually leads to poor outcomes. Our structured evaluation process ensures you make the right CRM decision without unnecessary delays.
We're certified partners with Salesforce, HubSpot, Pipedrive, Zendesk, Zoho, and Dynamics—earning similar margins regardless of which you choose. We've actively recommended against platforms we're certified on when they weren't the right fit. Our business model depends on getting it right.
Validation is still valuable. We've helped clients avoid costly mistakes by either confirming their choice (giving stakeholder confidence) or identifying a better fit before implementation. A 4-week validation prevents years of regret and wasted resources.
Yes—most clients continue with us for implementation. But there's no obligation. Our deliverables include detailed requirements so you can take recommendations to any partner. We want you to choose us because we're the best fit, not because we locked you in.
You get: detailed requirements document, platform comparison matrix with scoring, total cost analysis, recommendation report with rationale and risks, implementation roadmap, and executive summary for board presentation. Everything you need to make and defend the decision.
We use a structured scoring methodology against your documented requirements. Every platform is evaluated on the same criteria with weighted priorities based on your business needs. You'll see exactly why each platform scored the way it did—complete transparency.
Typical projects take 4-5 weeks. We can accelerate if urgency demands it, but rushing usually leads to poor outcomes. Our structured evaluation process ensures you make the right CRM decision without unnecessary delays.
We're certified partners with Salesforce, HubSpot, Pipedrive, Zendesk, Zoho, and Dynamics—earning similar margins regardless of which you choose. We've actively recommended against platforms we're certified on when they weren't the right fit. Our business model depends on getting it right.
Validation is still valuable. We've helped clients avoid costly mistakes by either confirming their choice (giving stakeholder confidence) or identifying a better fit before implementation. A 4-week validation prevents years of regret and wasted resources.
Yes—most clients continue with us for implementation. But there's no obligation. Our deliverables include detailed requirements so you can take recommendations to any partner. We want you to choose us because we're the best fit, not because we locked you in.
You get: detailed requirements document, platform comparison matrix with scoring, total cost analysis, recommendation report with rationale and risks, implementation roadmap, and executive summary for board presentation. Everything you need to make and defend the decision.
We use a structured scoring methodology against your documented requirements. Every platform is evaluated on the same criteria with weighted priorities based on your business needs. You'll see exactly why each platform scored the way it did—complete transparency.
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Book a free 30-minute CRM consultation. We'll assess your situation and give you honest guidance on whether selection advisory makes sense for you—no sales pitch, just straight advice.