CRM Project advice kit by Rocket CRM

Download the Ultimate CRM Project Advice Kit

Everything you need for a smooth CRM project.

CRM project kit form

By submitting this information above, I agree to the terms and conditions of this website and I am happy to be contacted with relevant content about Rocket CRM's products and services. I understand that I can unsubscribe from these communications at any time.

Read our Privacy Policy and Terms and Conditions.

Everything needed to successfully manage your CRM project

No more time wasted hunting around for advice and guides.

Managing and growing your own business makes for a busy lifestyle. So, when it comes to big projects, it's understandable that things can get a little bit hectic, especially as resources and time can be scarce.
We’ve created this Ultimate CRM Kit designed for small business owners who are going for growth and are perhaps new to the world of CRM. It’s designed to help you navigate through the research, selection and implementation of your CRM, with several guides and tools to make life easier.
Written by a team of experienced CRM specialists the elements of this kit include a wealth of information, broken down into easy to digest sections and we relay everything in simple terms as nobody enjoys the tech speak.


  • Beginner’s Guide to CRM

This guide is designed to help business owners quickly get up to speed with modern CRM technology and understand how it can be the key ingredient to business growth and success. It covers the CRM basics, offering an overview of the market, cloud versus server, CRM for sales marketing and customer service and how modern CRM benefits ambitious businesses.


  • Guide to successfully managing a CRM project

Written by experienced CRM project managers, this guide looks at the CRM project in its entirety. Offering insight into some overarching considerations including people, processes and project management skills. Packed with advice on how to avoid the pitfalls and increase the chances of a successful CRM project.


  • Guide to selecting the right CRM

Once you understand the software and your broad options you’ll be ready to narrow down your options. This guide explains how to set your CRM criteria, what to consider when setting your budget and offers tools for evaluating and comparing vendors with a supporting CRM Evaluation Scorecard.


  • CRM evaluation scorecard

This simple Scorecard template will help you weight your criteria and compare how vendors fair against each of these items on your criteria wish list. A handy tool when you’ve got so many features and benefits to consider across a number of CRM software vendors.


A trusted & growing partner

Our business has grown through reputation.

Red Rosette

Microsoft Dynamics 365 Accredited

Silver accredited Microsoft Dynamics 365 Partner

Finger on button with clock to represent responsiveness

A responsive CRM partner

Famed by clients for going the extra mile.

About Rocket CRM

Rocket CRM is a Microsoft Dynamics 365 accredited partner, helping small to medium-sized businesses and charities harness the power of scalable CRM technology to grow and prosper.
From ambitious micro-businesses to established fast-growing SMEs, we're able to deliver custom-built CRM solutions that support their unique vision.


We pride ourselves on our ability to strip out complexity and deliver a quality responsive service with no fuss and no waffle.


Everything we do is built around our clients, and we pride ourselves on consistently upholding these three values. We believe this authentic approach to doing business is the reason behind our continuing success.

What our clients have to say

"Iain had a long association representing us - and I always found that he had a practical perspective on CRM and was able to communicate technical information in a very understandable manner. His videos on using GoldMine remain a great example of breaking a lot of info into manageable pieces and then presented clearly -- still our standard."

Paul Petersen, Vice President & General Manager for GoldMine

"Kyle has been a key partner for a number of years. He has greatly helped the understanding and implementation of Dynamics within our company. Moreover he has provided valuable insights into business process design and general advice about the Microsoft ecosystem."

Sebastian Moore, Managing Director

"I have had the good fortune to work with Iain for over a decade and in that time have found him to be the most honest, reliable and easy to deal with consultant I could wish for. A consummate professional with an eye for details, while always ensuring a deadline and budget are met."

Steve Benson, Magenta Solutions

Free 30 minute consultation

We hope that the elements of the Ultimate CRM project Kit prove useful to you and your business. Should you still need further advice, feel free to speak to us.

Although we are a Microsoft Dynamics 365 Partner, we have a wealth of CRM knowledge and are happy to give our honest advice. 

We offer completely free 30-minute consultations with no catch. We're here to help you make the right decision for your business.

Rocket CRM, 71 – 75 Shelton Street, Covent Garden, London WC2H 9JQ.
Registered in England and Wales. Company Number 10762262 ©2019