How to choose the best CRM system to sell your services to corporate clients.
Autumn is officially here! If you’re anything like me, you’re loving the changing leaves, cosier jumpers, and maybe even a new cardigan (thanks, Facebook recommendations). But aside from sweater weather, this season brings something else that’s just as important for your business: the ideal time to get serious about your CRM. If you’ve ever found yourself wondering, “What’s the BEST CRM system out there?”—you’re not alone. I've had this question tossed my way every month for the past five years, and it’s finally time for a real, practical answer. So, why is autumn the perfect time to tackle your CRM setup? Simple: December in the B2B world is slow. Corporate clients are winding down, so your best bet is to use that lull to choose, set up, and actually populate your CRM. Trust me, you want to enter the New Year with your sales process locked and loaded. Let’s get clear: What is a CRM? Put plainly, a CRM (Customer Relationship Management system) helps you record every activity you do to build and nurture customer relationships—and then report on those activities. It’s not just a glorified email list, it’s not a marketing tool masquerading as a sales system, it’s about tracking real sales moves and seeing what works (and what doesn’t), so you can stop guessing and start growing. Who needs a CRM? If you want repeatable, predictable, consistent sales—you do. If you’re genuinely invested in refining your sales process—you do. But if you’re dabbling, or not sure you want to run your business long-term? Save your time and money. Why do so many people avoid them? The honest truth: CRMs require you to record and review data consistently. It’s less fun than getting likes on social media, but infinitely more profitable. If you hate the idea of tracking your calls, deals, and targets then you’re not harnessing the full money-making power of a CRM. The pros and cons (no sugarcoating): Pros: Relationship tracking, standardised customer experience, no missed invoices, faster deal cycles, instant troubleshooting and clear data for future opportunities. Cons: If you don’t use it, it’s a wasted expense. It requires effort to set up and maintain and yes, you’re at the mercy of software updates and price changes. So… what’s the BEST CRM? Here’s the twist: There IS no universal best. The best CRM for you depends on your unique needs and sales process. Before signing up, ask yourself: Do I have a proven sales process to record and report on? How much am I willing to invest? What information do I need to record, and what other features do I want (email, SMS, etc.)? What kind of user interface will I actually enjoy using? Take those free trials. Book the demos. Be choosy! The right system will motivate you to take action and help you grow—not gather dust in your toolkit. And one final reminder: If you want live support and game-changing sales training for 2026, this is your LAST call for The C Suite ®. Doors close 31st October 2025 at 5pm UK, for good. Once it’s closed, it’s closed. Don’t miss out. Make autumn count—wrap yourself in a new business habit, not just a new cardigan. Key Quotes; Last Chance to Join The C Suite ® "I am most importantly super excited to run it one last ever time and to get to support our new participants and getting to support people who are re enrolling for life support to really make a change to their corporate sales process next year and see them skyrocket, streamline, expand and enjoy their B2B sales processes." 00:02:3900:03:06 Why Serious Business Owners Need a CRM: "Certainly everybody who wants to be a genuine business owner who is actually interested and invested in creating a sales process that works in monitoring existing sales processes so they can continue to work in troubleshooting sales processes effectively so that they can make them more efficient. Those people should have, use and rely on a CRM system, without a doubt." 00:13:3900:14:08 How to Choose the Best CRM System: "There are questions that you should be asking yourself before you choose a system, right? So any piece of software or most pieces of software that you'll see on the Internet, whether it's a CRM system or an email marketing system or, I don't know, any other platform that you want to use, all of them will give you free trials." 00:26:5300:27:13 Why a CRM is Useless Without a Proven Sales Process "It doesn't matter if your sales people are making money, if they don't know metrics, if they don't know their key performance indicators, if they don't know what activities are supposed to produce what type of results, there is no point having a CRM system that is all bells and whistles because at that point you're just recording any data and hoping that it gives you some insights." 00:31:4300:32:10 Key Resources Mentioned in this Episode: Click here for the direct link to The C Suite ® 2026: https://smartleaderssell.thrivecart.com/the-c-suite-2026-live/ If you want to learn more about The Expert Services Directory, click here: http://bit.ly/4f3ch1I If you've enjoyed listening to How to choose the best CRM system to sell your services to corporate clients check out these other episodes that may be of interest. What are the best broadcast platforms to generate corporate clients https://bit.ly/SellingtoCorporate020 Why organising your sales activity is central to your success when selling to corporates https://podcasts.apple.com/gb/podcast/why-organising-your-sales-activity-is-integral-to-your/id1469526548?i=1000521680504 Converting Corporates is the B2B sales event of the year for service based entrepreneurs, if you want to join the waitlist for 2026 click the link https://smartleaderssell.vipmembervault.com/cc2026waitlist If you would like to sign up for our weekly newsletter to stay in touch with the latest B2B sales tips and techniques click https://sellingtocorporate.com/newsletter/ Content Disclaimer The information contained above is provided for information purposes only. The contents of this article, video or audio are not intended to amount to advice and you should not rely on any of the contents of this article, video or audio. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of this article, video or audio. Jessica Lorimer disclaims all liability and responsibility arising from any reliance placed on any of the contents of this article, video or audio.