WHO IT MAY SUIT
Start with the shape of the work.
A generic CRM may suit a team with time to define its own model. PearlCRM may suit a team that wants an industry starting point to discuss and adjust.
COMPARISON GUIDE
PearlCRM vs a generic CRM
Compare the starting language and workflow using a workflow your team knows.
A generic CRMPearlCRM
QUESTIONS TO ASK
Make the fit concrete.
| Decision area | A generic CRM | PearlCRM |
|---|---|---|
| Starting point | Which objects, terms, and stages would we need to define? | Which industry terms and workflow steps can we use as a starting point? |
| Adoption | How much translation will each role need before the system feels natural? | Which parts already match the team's day to day work? |
| Growth | How will we extend the model as new workflows appear? | How will new workflows connect to the same customer record? |
BRING TO A DEMO
A few useful questions.
- Which terms would the team change first?
- Who owns the system after launch?
- Can we test the first workflow with its users?
NEXT STEP