Do you even need one?
The five-person market test and the one-person trap. Two checks that tell you whether a CRM pays for itself or sits as an expensive address book.
Free Guide · CRM for Business Development
Know if your team even needs a CRM
In business development, a CRM is not for every team. Get your market and your structure right and the tool question answers itself.
- The five-person market test that tells you if you need a CRM at all
- The four roles a CRM connects: SDR, closer, account manager, Sales Ops
- Which platform fits, with Salesforce and a dedicated outreach tool
Three questions to a clear answer
Is your structure ready?
The four roles business development runs on, SDR, closer, account manager and Sales Ops, and the handoff where leads go missing without a CRM.
Which tool fits?
Salesforce for closing and accounts, a dedicated outreach tool for prospecting, and the vendors to walk past.
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Get the Business Development CRM Cheat Sheet
Two pages you can read in one sitting. Everything you need to decide whether your team needs a CRM, and which one, before you spend a cent.