Checklist: deciding which path fits your business

The checklist from the article.

Document your current sales, service, or operations process from first contact to close, including every handoff between teams.
List every system your CRM needs to talk to (accounting, marketing tools, support desk, internal databases).
Count your realistic user headcount for year one and year three, since Salesforce cost scales with seats.
Identify any part of your process that doesn't fit a standard "contact, account, opportunity" data model.
Ask whether you need to resell, white-label, or embed the CRM inside a product for your own customers.
Get a firm quote for Salesforce implementation and a separate quote for a custom build, both scoped to the same feature list.
Confirm who owns the code, data, and hosting under each option, and what happens if you switch vendors later.
Ask your development partner directly whether a hybrid setup — Salesforce plus custom tools — fits your case before committing to either extreme.

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