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NOT SURE WHICH CRM TO CHOOSE?
Start Here
 
 
 
 
 

 

 

  • Compare Salesforce, HubSpot, Zoho, Pipedrive, and HighLevel

  • Get a full implementation roadmap with setup guidance

  • Use negotiation tips to save thousands on CRM deals

  • Optional: Schedule your 1:1 with a CRM strategist

Complete CRM Buying + Implementation Toolkit

 

What’s Inside the CRM Buying & Implementation Toolkit

When you request your audit, you’ll receive a detailed breakdown of your HubSpot setup, pinpointing inefficiencies and improvement areas:

CRM Structure Audit

CRM Platform Comparison Guide

📊Compare leading CRMs side by side by business size, pricing, integrations, scalability, and support.

Marketing Sales Hub Evaluation by PMG360

CRM Implementation Roadmap

🛠  A step-by-step guide to launching a CRM—covering setup, customization, automation, and onboarding.

Performance Metrics Analysis of a CRM by PMG360

Vendor Negotiation Strategy Sheet

💰 Learn how to get better deals, reduce costs, and avoid unnecessary features—specific tips per platform.

doneforyou playbook icon in blue orange and white-1

Optional: Free CRM Consultation

🤝 Not sure which direction to go? Schedule a consult with a PMG360 strategist to walk through your options.

Why choosing the right CRM matters
CRM buying & Implementation toolkit
 

Why Choosing the Right CRM Matters More Than You Think

A B2B services client came to us after months of stalled pipeline growth.

They were using a CRM that looked functional—but behind the scenes:

  • Leads weren’t being assigned

  • Workflows were misfiring

  • Reports were wrong, so decisions were too

They didn’t need another demo.
They needed clarity, fast.

 

We helped them compare platforms, mapped out their ideal setup, and gave them a simple implementation plan that matched their sales process—not just a software’s template.

📈 In 60 days, they saw:

  • 25% more leads moving through the funnel

  • Faster deal velocity

  • Full visibility into what was working and what wasn’t

Most teams don’t realize what their CRM is costing them—until they fix it.

This toolkit is the first step.

CRM buying & Implementation toolkit
 

WHO THIS TOOLKIT IS FOR

This toolkit is built for B2B teams who are either:

  • Still deciding which CRM to implement

  • Comparing options but unsure how they actually stack up

  • Looking for a smarter way to launch a CRM—without wasting months on trial and error

  • Focused on getting it right the first time (without overpaying or overbuilding)

🚫 Not for:

If your team is already deep into HubSpot, Salesforce, or Zoho and just needs optimization—check out our CRM audit services instead. This toolkit is made for teams choosing, not tuning.

 

CRM buying and implementation toolkit

Download Your CRM Buying Toolkit

Everything you need to choose the right CRM platform—and launch it the right way.

  • CRM comparison guide (Salesforce, HubSpot, Zoho, HighLevel, Pipedrive)

  • Step-by-step implementation roadmap

  • Vendor negotiation strategy

  • Optional: Schedule your 1:1 consultation with a CRM strategist