System Selection

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This service is tailored for growing Australian businesses, typically with revenues between $20m to $200m and employing 50 to 500 staff, that are in the process of selecting or replacing a CRM, ERP, or other core business system. If you lack an internal PMO or independent advisor, and your owner, CFO, or board seeks confidence in the decision-making process, our CRM ERP consulting and system selection service can provide the necessary guidance without the influence of a vendor sales pitch.

The technology running your business matters more every year, and the market is crowded with options that all look good from the outside. Choosing the wrong platform can lead to consequences that impact your business for 5 to 10 years, while picking the wrong partner can cost you even more. If you rush the process, you risk overlooking crucial requirements that only surface when it’s too late. That's where our CRM ERP consulting comes in. ConferWith is independent—we sell no software and take no vendor commissions—so our only interest is achieving the right outcome for you. Our system selection service includes a structured, competitive selection process that provides you with a board-ready recommendation and the negotiating leverage you need to secure the right deal. With our expertise in technology project management, we help you navigate the complexities of selecting the best technology for your business.

We facilitated workshops as part of our CRM ERP consulting services to capture and prioritize what the system must achieve, steering clear of a generic feature checklist. Our focus is on use cases: understanding how real users will interact with the system to reach specific goals. This approach anchors the entire system selection service in genuine business need, effectively aligning with our technology project management strategies.

We map the market and identify vendors genuinely suited to your size, industry, and budget through our CRM ERP consulting services. This includes options you may never have heard of, ensuring a comprehensive approach to system selection. The output is a tailored long list, narrowed down to a competitive shortlist of typically four to six vendors, all while leveraging effective technology project management.

We produce and issue a tailored RFP as part of our CRM ERP consulting services to the shortlisted vendors, manage vendor questions, and collate responses. This system selection service creates a level, comparable playing field and maintains competitive tension throughout, ensuring effective technology project management.

We guide your team through structured, weighted scoring of vendor responses against your prioritized criteria as part of our CRM ERP consulting services. This process eliminates the risk of making gut-feel decisions. The output is an objective ranking that is ready for the demonstration stage, supporting your system selection service and ensuring effective technology project management.

Shortlisted vendors demonstrate their solutions against your real scenarios, rather than a polished script, as part of our CRM ERP consulting approach. We ensure that at least two vendors remain in the process to preserve your negotiating leverage throughout our system selection service. The outcome is a board-ready recommendation and a clear path to contract, supported by effective technology project management.