How to choose a CRM: 7-step framework for Romanian companies

Choosing a CRM without a framework wastes 6-12 months. This guide walks you through the 7 steps Azuvio uses with clients: business goals, users, processes, integrations, TCO, security and pilot design.

Steps 1-4

Define 3-5 KPIs the CRM must improve. Map personas and must-have flows. Document sales stages, exit criteria and forecast method. List every system the CRM must talk to (ERP, e-Factura, WhatsApp, telephony).

Steps 5-7 & pilot

Compute 3-year TCO (license + implementation + integrations + change + training). Check EU residency, SSO, audit log, DPA. Require a 2-week POC with your actual data before signing.