How Do I Choose the Right CRM Software for my Business?

Posted by: Peter Moriarty
May 12, 2014 (Updated Feb 28, 2026)
Comments 3

In this video Peter Moriarty explains how to choose the right CRM software for your business.

 

What CRM are you using? Are you happy with it? Let us know in the comments.

Peter Moriarty

Peter Moriarty

Peter Moriarty is the founder and Executive Chairman of itGenius, an international IT consultancy specialising in Google Workspace for small and medium businesses. Since launching itGenius, Peter has grown the company to serve thousands of businesses across Australia and internationally, with a team of over 60 staff. A recognised technology leader, Peter was ranked in Australia's top 10 entrepreneurs under 30 by both SmartCompany and Anthill. He is passionate about making enterprise-grade cloud technology accessible to small businesses and is based in Calpe, Spain.

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3 Comments

  1. Jamie Hayes
    Jamie Hayes on 2016-09-19 at 09:39

    I’ve learnt that some CRM systems like Salesforce are company-centric (which is helpful in many B2B markets) and some are more contact-centric like Infusionsoft. I think people need to map out their current or desired sales funnel prior to looking at CRM systems. This may require an external consultant. Companies also need to figure out who their CRM driver will be. Then it’s good to have a small early-win goal that would pay for the CRM in extra sales or expense reduction. Where most start with the marketing function, moving to the sales function, then service/product delivery, then finance, the early win might be by automating some part of the service/product delivery first. It’s very easy to go into overwhelm by trying to do too much too soon.

      • Jamie Hayes
        Jamie Hayes on 2016-09-19 at 10:32

        Most business lessons come at a price. The trick is to minimise the cost.