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CRM consulting
CRM selection, setup, migration and integration: manage the journey from form fill to closed deal in one system.
Choosing and migrating a CRM: HubSpot, Zoho, Salesforce, Bitrix24, Pipedrive
A guide for B2B sales and operations leads choosing a CRM for the first time or moving off the one they use. It gives October 2026 pricing for HubSpot, Zoho CRM, Salesforce, Bitrix24 and Pipedrive as each vendor's own page states it, and follows a CRM project in order, from needs analysis to migration and adoption. There is no "best CRM" pick and no unsourced statistic.
Free e-book · PDF8 chaptersZehra Adaş
- When do you need a CRM?
- Needs analysis
- Platform comparison: HubSpot, Zoho CRM, Salesforce, Bitrix24, Pipedrive
- Data model
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View as MarkdownWhat’s inside
- When you need a CRM: where a sales process run on spreadsheets and e-mail breaks down, when you don't need a CRM yet, and when to leave the one you have.
- Needs analysis: writing down the sales process, stakeholders, must-have and nice-to-have requirements, budget lines beyond the licence, and data and KVKK questions.
- Five platforms compared: plan names, list prices, Turkish-language support and data hosting options, in one summary table.
- Data model and migration plan: record types, pipeline stages and fields; inventory, data cleansing, field mapping, a test import and the cutover plan.
- Integrations and adoption: forms, e-mail, phone and WhatsApp, sending sales data back to ad platforms; the rules, roles and training that make a team actually use the CRM.
- A fillable selection template: shortlist and scoring tables, a cost comparison, a demo script and written questions for vendors.
Contents
Start to finish, in 8 chapters.
- 01When do you need a CRM?
- 02Needs analysis
- 03Platform comparison: HubSpot, Zoho CRM, Salesforce, Bitrix24, Pipedrive
- 04Data model
- 05Migration plan: cleansing, mapping, testing and cutover
- 06Integrations
- 07Adoption
- 08Selection template
Who it's for
- Sales managers at B2B companies who can no longer track deals in spreadsheets, e-mail and WhatsApp threads.
- Marketing and growth teams who can't see what happens to the leads they send to sales.
- Operations leads who find their current CRM expensive, complex or unused.
- General managers and founders who will run the CRM project.
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