Evaluating CRM systems? Make the right decision with Invise

A CRM Assessment will provide valuable insights into whether your current or future CRM is right based on your business and your goals. It can be extra valuable if you are considering changing CRM to find out which system is best for you going forward with a CRM Assessment!

Get started CRM Assessment

Evaluating CRM is critical to ensure that the system supports the unique needs of the business. The right CRM choice leads to you reaching your goals, with more profitable customers and an increased number of deals.

What is a CRM Assessment?

A CRM Assessment is strategic support for your current or future CRM. Usually, it's about finding out whether your system has the conditions you need or whether you need to switch to a new system. Invise has no exclusivity agreement and will always recommend to our customers the solution we think is best. However, we are close to HubSpot and have very good experiences working with HubSpot as a CRM platform. Therefore, we are a very experienced partner in case you are considering acquiring HubSpot and want to do a CRM Assessment before the decision.

What does it cost?

A CRM Assessment is priced according to your needs. We take your current conditions into account and always strive to call in what you really need before work begins. Generally speaking, it can be very cost-saving over time to take Invise's help when choosing a system or overhauling your existing CRM system. Incorrect use or even worse the wrong choice of CRM system can be very costly in the long run. Feel free to talk to one of our specialists and we will help you quickly dial in a cost picture for your particular CRM Assessment.

For whom is it suitable?

If you work B2B and are a medium to large company, then we are likely to fit your needs very well. We have helped companies in a large number of industries both nationally and internationally with the selection and implementation of their CRM systems. Talk to one of our specialists and we will explain more about how we can help you.

Our process

1. Pre-study
2. Mapping
3. Matching
4. Planning

Do you need help with setting requirements?

Many times it can feel difficult to know how to formulate your requirements for a system. What level to put it, and how technical does it need to be? Since a good set of requirements is the basis for making a smart and informed decision, we would dare to say that it is one of the most important parts, and therefore we are happy to help you with the design!

It's easy to be "blinded by the light" of smart and cool features when you meet different suppliers, but in order for you to compare apples with apples - and especially apples that suit your business, we recommend (and appreciate) a clear requirement specification.

Invise has experience in supporting and inspiring companies with templates and expertise in requirements. Together, we can give you advice on how to put up a requirements specification, RFI, RFP or whatever you want to call it.

Feel free to contact us early in your evaluation journey to create the best conditions!

HubSpot CRM Assessment in 4 steps

We can help you with CRM Assessments for several different CRM platforms. However, many of our customers choose to switch to HubSpot CRM, the process below is an overall description of how the CRM Assessment is done in the case of HubSpot.

Step 01

Preliminary study

Workshop: current situation, needs and goals
Interviews with selected key persons
Requirements/technical requirements

Step 02

Mapping

Critical skills (must have)
Desirable abilities (nice to have)
Potential capabilities (future needs)

Step 03

Matching

Abilities and solution: matching
Potential obstacles
Data quality and integration

Step 04

Planning

Timetable
Plan for user adoption and training
Costing

5.0

"Invise is outstanding! Very professional. Always reachable and supportive with broad knowledge within all areas."

Charlotte Jansson Head of Revenue Operations Management

Meet some of Europe's top HubSpot experts

Nicklas Pettersson

Senior Growth & HubSpot Advisor

Michaela Ebbestrand

MarTech & Sales Operations

Bringing order to chaos, no matter the scenario, is one of my favorite things. Whether it's...

Mark Karijodimedjo

Head of MarTech & Sales Operations

A Dutchman who moved to Sweden in 2010 and fell in love with the country – and especially with the...

Erik Eliason

MarTech & Sales Operations Lead

I’m a cheerful and lively Gothenburger with a great sense of humor and energy. My interest in...

Start your journey towards better sales processes

Get help from an experienced CRM strategist! By using industry knowledge and best practices, we ensure that you set system requirements in the right way.

CRM Assessment