Checklist: Choosing between custom, Salesforce, and off-the-shelf CRM

The checklist from the article.

List your core objects (deal, customer, case, shipment) and check whether they map to standard CRM fields.
Identify any compliance deadlines or multi-party timelines your process tracks today.
Count how many spreadsheets or side tools currently patch gaps in your existing CRM.
Price out one quarter of admin or engineering time against one quarter of per-seat licensing fees.
Ask whether a Salesforce custom object could represent your edge case before assuming you need custom code.
Write down the one workflow that, if it broke, would stop sales from functioning — test any new tool against that first.
Confirm who will own ongoing maintenance before you sign a contract or start a build.

Free, and yours to edit — tick items off on the web or in the MyCheck app.

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