Lucas Group Releases New Guide For Enterprise CRM Selection

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5-step guide provides decision-making framework to help companies choose a CRM, identify CRM requirements, create a CRM RFP, shortlist vendors and make an informed selection.

Lucas Group
“The key to selection success is to put a clear process in place from day one and to trust this process."

Lucas Group, ranked third on Forbes’ Best Professional Recruiting Firms list for 2018, announced the publication of its first technology guide, “How to Choose a CRM: A 5-Step Decision-Making Framework for CRM Selection,” authored by Network Engineer Clay Bateman.

Having recently taken part in the CRM selection process for Lucas Group, Bateman is now sharing his best-practice knowledge. The easy-to-follow guide breaks down CRM selection into five simple stages, providing a decision-making framework that is straightforward, logical and accessible to everyone.

“The key to selection success is to put a clear process in place from day one and to trust this process,” says Bateman. “That’s why we created this guide. From establishing ground rules to codifying requirements, this is a step-by-step framework that walks your team through the decision making process.”

The guide breaks the CRM selection process into five main components: establishing ground rules, identifying and outlining requirements, creating a CRM RFP, shortlisting vendors and evaluating RFP responses based on a weighted evaluation matrix.

“This guide helps prevent the simple missteps that can snowball into bigger problems,” says Bateman. “At each stage in the process, we highlight a common pitfall and how to avoid it. CRM selection is a marathon, not a sprint. Consider this your essential training guide.”

Bateman played an instrumental role in supporting Lucas Group’s transition earlier this year to a new CRM platform. The best-in-class technology allows Lucas Group Associates to tap into expert data and insights to better serve clients.

Lucas Group Associates provide consultative recruiting services across seven practice areas: Accounting & Finance, Human Resources, Information Technology, Legal, Manufacturing, Military Transition and Sales & Marketing.

About Lucas Group

Lucas Group is North America’s premier executive search firm. Since 1970, our culture and methodologies have driven superior results. We assist clients ranging in size from small to medium-sized businesses to Fortune 500 companies to find transcendent, executive talent; candidates fully realize their ambitions; and associates find professional success. To learn more, please visit Lucas Group at http://www.lucasgroup.com and connect with us on LinkedIn, Facebook and Twitter.

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Brandi Jones
Lucas Group
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