In The Ultimate CRM Buying Guide you will find:
Confirm whether your organisation is ready for a CRM now, what foundations you need in place, and the early warning signs that you are not set up for success.
Follow a simple sequence from business goals to shortlisting, demos, trials and negotiation, so you always know what comes next.
Use structured questions for sales, marketing, service and IT so you can compare vendors fairly and avoid vague answers.
Identify who should be involved, how to get buy in, and how to keep everyone aligned from first conversation through to launch.
Learn what to ask about data migration, integrations, security and dashboards so your CRM becomes a single source of truth, not another silo.
Get a simple framework for training, documentation and continuous improvement so the CRM becomes part of how your team actually works.
This guide is written for organisations that are serious about using CRM to support real growth, not just to store contacts.
It is ideal for:
Whether you are choosing your first CRM or replacing a system that never quite landed, this guide will help you make a confident, informed decision.
By the end of this guide you will be able to:
Reduce risk, avoid scope creep and protect your budget
At LBX Agency we see the same pattern across many organisations. The website improves, campaigns generate more leads, but the CRM and sales process cannot keep up.
We created The Ultimate CRM Buying Guide to give marketing, sales and leadership teams a shared playbook. It is vendor neutral, practical and based on real projects with B2B, government and not for profit organisations.
Our goal is simple. Help you choose a CRM that supports the way you work now and where you want the business to go next.
A practical worksheet that helps you map what you offer, who it is for, and how it should be understood by AI driven search and discovery tools.
Business owners, marketers, founders, and teams who want clearer messaging, better leads, and stronger visibility in AI powered search.
It reveals gaps in how your products and services are explained, connected, and supported on your website.
SEO focuses on keywords. This focuses on meaning, structure, and relationships AI systems actually understand.
No. It is written in plain language and includes a fully completed example to guide you.
Around 45 to 90 minutes. Many people finish it in one focused session.
A clear product and service map, content gaps identified, and a framework to guide your website and marketing decisions.
No. It also supports sales conversations, proposals, content planning, and internal alignment.
No. It is a strategic clarity exercise, not a technical SEO task.
No, but it makes any website or marketing work faster, clearer, and more effective.
That usually means you have uncovered an important clarity gap worth addressing.
Yes. It is free and designed to help you assess readiness for AI driven discovery.
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