Chris Baigent-Reed looks at getting the most out of software demos, and having a back-up plan if your new CRM supplier falls flat.
When choosing a CRM, a good proposal document will elicit much better responses. Here's a checklist of what to ask potential suppliers.
A new CRM will underpin your business for years to come. So how do you make sure you pick the right one?

Chris Baigent-Reed is the founder and director of Jigsaw Tree, which works with advice firms, networks, technology companies and platforms to improve client propositions and grow the adoption of technology solutions. Chris has over 20 years' experience in the financial services sector, including leading teams to increase performance and managing change programs.

When looking to implement new or embed existing technology into a business, you need to consider more than just the technology to achieve the best possible outcome.

In the work we've carried out with firms we follow a consistent and proven methodology and consider there to be three main components to adopting new technology or embedding current systems.