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Live Webinar: How To Select A CRM Solution

Live Webinar: How To Select A CRM Solution

A webinar to help anyone looking to purchase a CRM: how to define requirements, what to consider when reviewing platforms and what to ask vendors when going through the selection process – with key contributor Paul Greenberg, one of the world’s most recognised CRM analysts.

This webinar aims to help anyone looking to purchase a CRM platform now or in the future – by providing insights into the things to consider when reviewing solutions and what to ask vendors when going through the selection process.

A panel of experts will discuss those all important questions:

  • Paul Greenberg, one of the world’s most recognised CRM analysts and the author of ‘CRM at the speed of light’ – also called the “Bible of CRM”
  • Gavin Miller, Managing Director at Ultima Media, who has recently gone through a CRM selection process as part of their digital transformation initiative.
  • John Cheney, Workbooks CEO, who has helped hundreds of businesses start their CRM journey.

If you are thinking of investing in CRM in 2021, this webinar will be invaluable.


  • Why make an investment in CRM?
    • Define your business outcomes
    • The why, how and what
    • Build the business case
  • Define your requirements
    • How do you do that?
    • Build vs buy
    • Budget etc.
    • How to engage with vendors?
  • How to run the selection process?
    • RFPs or not
    • Steps in the process
    • What to look out for in a vendor?
    • Culture fit


Paul Greenberg - Founder, Managing Principal, The 56 Group, LLC


Gavin Miller - Managing Director, Ultima Media


John Cheney - CEO, Workbooks

Date:         17th June, 2021
Time:         3:00 pm BST
Duration:   1 hour

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