Case Study/Consulting

CRM Replacement Consulting

Helped a firm navigate a CRM replacement by providing an honest comparison of off-the-shelf options against a costly custom-build proposal from a larger consultancy, saving them from a six-figure mistake.

ClientProfessional Services Firm

Duration3 weeks

Technologies

SalesforceZoho CRMRequirements AnalysisCost Modelling

The Challenge

The firm had outgrown their aging CRM and knew it needed replacing. They had approached a famous consultancy to ask for a proposal for building a custom solution.

Suspicious of the scope and cost of the consultancy's proposal, they asked Teleri to conduct an independent, honest assessment of what the market could offer off the shelf versus what a custom build would actually give them and whether the price tag was justified.

Our Approach

Ran discovery sessions to understand the firm's actual CRM requirements, workflows, and pain points
Evaluated leading off-the-shelf CRM platforms (primarily Salesforce and Zoho) against those requirements
Produced a detailed cost comparison covering licensing, implementation, training, and ongoing support for each option
Reviewed the larger consultancy's custom-build proposal in detail, assessing scope, architecture, and pricing against the firm's real needs
Delivered a clear recommendation report with a side-by-side breakdown so the firm could make an informed decision

Results

Custom-build proposal identified as significantly over-engineered for the firm's actual needs
Off-the-shelf CRM selected at a fraction of the proposed custom-build cost
Firm avoided a high six-figure spend on unnecessary custom development
Decision made with confidence backed by independent, transparent analysis
CRM implemented and operational within weeks rather than the months quoted for a custom build

Want similar results for your business?

Let's Talk