CRMs Pilot Program

Take your potential CRM for a test drive with your own data!

Looking for a new CRM and aren't sure which one to choose? We know how you feel.  Every system has the same rating on G2 and Capterra and the same glossy, great reviews, right? Let us make the decision-making process easier for you. 

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Details

Next Steps

Here are the exact next steps we would go through in order to hand over

your selected CRM pilots with your own data in it.

1. Fill out a contact form here to get an intro call scheduled

2. On the call we can discuss market opinions on your CRM potentials and next steps.

3. NDA is signed. We can sign yours or we can send you ours.

4. A user is created for our resource to obtain the portals and gain API access.

5. We move the data from your existing CRM into the trial portals with auto-mapping.

6. We deliver the CRMs to you via email.

Get Started

Beyond the CRM Test Drives…

Once you have played with the CRMs for quite a bit and started to get a feeling for which one might be a best fit, we understand you might have many more questions on functionality, features and pricing. We are more than delighted to introduce you to a partner who specializes in the CRM you’re looking to consider. Here the partner can demo, answer all your questions, discuss their implementation process, pricing and much more

1. Your Choice

Please inform us which CRM or CRMs you are leaning towards and happy to set you up with a partner to demo. If for some reason you are not a fit with the partner, happy to intro another with your preferred criteria.

2. Intro with Partner

We will set up introductions with a partner that has been vouched for and verified to do a demo of the CRM in question.

3. Demo

A demo is conducted by the CRM partner, answering all your questions on functionality, integrations, pricing and features. The partner explains how their process for conversion and pricing works as well.

4. Transition

Between you and the partner decide what is the best path forward and the transition begins!

Get Started

Options and Pricing

You Choose & We Do the Rest

Select from top CRMs. Get rid of all your question marks and doubts, and do a CRM test drive with your own data.

Basic
$500 / try

Test drive 1 CRM

What’s included:
Elements Image 14-day delivery
Elements Image 3 main objects
Elements Image All relations
Elements Image 1 hour of onboarding
Pro
$750 / try

Test drive 2 CRMs

What’s included:
Elements Image 21-day delivery
Elements Image 5 main objects
Elements Image All relations
Elements Image 2 hours of onboarding
Elements Image Custom marketing plan
Business
$1000 / try

Test drive 3 CRMs

What’s included:
Elements Image 28-day delivery
Elements Image All objects
Elements Image All relations
Elements Image 4 hours of onboarding
Elements Image Custom marketing plan

How can you choose?

How can I tell if a CRM will fit my business plans, processes, teams, and goals? 

 


Our CRMs Pilot Program was designed to answer this very difficult-to-answer question. You'll be able to understand the look and feel of how your teams would use the data within the CRM’s architecture.    

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Inform us about your choice and we’ll get in touch with you to schedule an intro call to discuss the process, timeline for delivery, and next steps.

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After reviewing the CRMs, choose the ones that you want to take for a test drive. It can even be 2, 3, or 4 CRMs.

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You won't be bothered or disturbed by any of the CRM sales reps.

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We'll run the trials on your behalf and import a sample of your data from your current environment into each CRM.

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We'll send the CRMs along with the credentials to you so that you can go in and play around with the data on your own.

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Feel free to rack up as many questions as you can. Then, you'll come back to us with your analysis and we'll provide all the answers you need.

Benefits of the CRMs Pilot Program

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Play to learn

You can choose up to 3 CRMs for analysis and QA. Play around with your own data in a CRM to learn how it may or may not serve your business.
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Custom demos

We provide custom demos tailored to your needs and requirements.

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CRM partner expertise

We can pair you with a partner or two so that you can get their expert guidance on how they would assist you when it comes to implementation. We've vetted and vouched for all of our partners.

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Data Security & Privacy 

Our service complies with all GDPR
requirements, maintaining both effective and secure practices.

Get in touch with us.

Whether you’re looking for data migration or CRM services. You’ve come to the right place.