Digital · 7 min
Choosing a CRM in 2026 without wasting six months
Start with your sales process, not with feature lists. A four-step method.
Liam Doherty
17 September 2026
Map your sales steps first
Write the five to seven steps a lead goes through before buying. Any CRM you shortlist must fit those steps without custom code.
Test with real data
Import 50 real contacts into two trial accounts and let two salespeople use each for a week. Adoption beats features.
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