posted by Dougie Collier on August 19, 2021

Eureka! You’ve got it—the idea that could change your organization for the better.

‍It might be simple, sophisticated, or expensive, but if executed and managed correctly, it could change the way your company does business for the better.

So, what’s your next move?

The sad reality is that a lot of good ideas go unused because they weren’t communicated effectively.

‍The easiest way to get your point across is to tell a good story simply stating the reasons for wanting to change, the benefits, costs and gains that can be made. Telling stories is a tale as old as time, there’s a reason why we’ve been using them to convey ideas for millennia. Look I’m telling a story right now!

So, what’s the best way to do that?

Whoever you’re trying to get to invest in a new CRM system will need to key information in an easy to read and digestible format. With that in mind, we’ve created a CRM pitch template for Maximizer CRM with some example information already filled in, all you have to do is make it relevant to your business and then you’re ready to go.

  1. To begin with, the template starts with the key aim, this is your elevator pitch. What does the business gain by investing in a new CRM system?
  2. Then you can expand on that with three key benefits of the CRM system.
  3. This is then followed by a breakdown of the costs, if anyone is going to consider investing in a new CRM system, they’re going to need to know how much it will cost.
  4. Finally, pick the key features of your new CRM system and provide some in-depth information on what they will help you to do.

By keeping all of this to one page, whoever you are presenting this to has all the key information that they need to make the decision to invest in a new CRM system. If you still don’t think this is enough, feel free to get in touch and we’ll help you out!

Just fill in the form and the CRM Pitch Template will be downloaded right away!


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