In this episode we sit down with Scott Billows, founder and CEO of Belmar, to walk through a practical, step-by-step framework for evaluating and implementing a new CRM.
You’re going to learn how to build a priority “this is what I need” list, gain internal alignment, and navigate vendor selection—including why you might want to skip the traditional RFP process in favor of working with an “architect” to map out your requirements.
Scott also shares expert advice for ensuring a smooth implementation, such as building a 20% buffer into your budget and securing strong executive alignment.
Finally, we explore why your technology should be treated as a living, evolving asset requiring continuous care to prevent technical and cultural debt.
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Thanks for listening!
