TriMark USA CRM Evaluation
Researched and evaluated CRM options based on how the sales organization actually worked — not just feature comparison.
Situation
TriMark USA needed a CRM for its sales organization and wanted help choosing the right one.
Problem
A CRM selection based only on feature comparison would miss whether the system actually fit how the team worked. The real question wasn't 'which CRM has the most features' but 'which CRM fits how our salespeople and managers actually operate.'
Chris's role
Chris led the research and evaluation process.
How Chris approached it
Chris worked to understand how the sales organization actually operated — what salespeople needed from the system, what management needed visibility into, where information was being lost, and what workflows needed to be supported. He focused on which features people would realistically use, not just what was available. He researched, tested, and compared solutions, helped determine the appropriate direction, and supported training and adoption.
What Chris built
A CRM evaluation grounded in the real workflow of the sales organization, with a clear recommendation and a plan for training and adoption.
Result
TriMark moved forward with a CRM direction that fit how their team actually worked, supported by a training and adoption plan.
Skills involved
Related types of problems
- • We need a CRM but don't know which one fits the way our team actually works
- • We need to choose or fix our CRM
- • Our CRM doesn't match how we actually work
Does this sound like something you're dealing with?
Tell Chris about your situation