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
Founder & Chairman
We help entrepreneurs Systemise, Organise and Scale their business using a suite of best-practice technology tools and rapid, done-with-you implementation.
Whether you’re seeking more freedom, flexibility, time or profits – we can help.
Our mission is to help small business owners play a bigger game… join us?
Recent Posts
Google Workspace Best Practices Your Team MissesMost small businesses set up Google Workspace once and miss its most useful features. Here...
DIY vs a Managed IT Partner for Google WorkspaceManaging Google Workspace yourself sounds simple until it isn't. An honest look at DIY vs...
Google Workspace Offboarding: Remove a Departing EmployeeNever delete a departing employee's account first. This Google Workspace offboarding guide shows how to...
Endpoint Management and Device Security for Small BusinessEvery unmanaged device your team uses is a potential security hole. Here is how endpoint...
Chromebooks for Business in 2026: Right for Your Team?Chromebooks can cut hardware costs and admin headaches, but one gotcha catches businesses off guard....
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.
Absolutely agree Jamie!
Most business lessons come at a price. The trick is to minimise the cost.