Meet Rich Bohn!

Rich's Picks

CRM Needs Analysis Process

Let's review just what steps we will take as you go through my Needs Analysis Process.

Kick-off Call

The first thing we will do is spend some time on the phone together, usually 20-30 minutes. This is where you can tell me about your business and the challenges that you face. I will ask you whatever questions I can think of to get you off to a good start. 

Sales Cycle Examination

Now, I ask you to do a little work for me. The questions I ask at this point in the Needs Analysis Process get "back-to-basics" by examining every facet of your sales cycle. This process never fails to turn up some "pain point" that you may have overlooked.

Report & Recommendations

Then, I will carefully evaluate your replies to the Sales Cycle Examination. This is where my own years of experience in sales & marketing combine with my intimate knowledge of hundreds of CRM solutions to let me see the CRM solutions that I think would work best for you. For comparative purposes, I generally recommend two or three CRM solutions. I also give you my No BS feedback on why I think one would work best for you. 

In-Depth Reviews

Once I make my recommendations to you, I will send you my In-Depth Reviews of those solutions. Remember, these documents are typically 100 - 120 pages long and are based on my time-tested, totally independent review process.

Telephone Wrap-Up

After you have had plenty of time to go over the In-Depth Reviews that I will send you, we will wrap things up with another telephone conference. This one usually lasts 30 - 60 minutes. Some people call this the "Truth Detector" session because people usually call me after the CRM vendors come in for their final presentations. Then, you can go through things on the phone with me and I assure you that I will filter out the reality from the hype! 

Email Follow-up

Once you start down your CRM path, other questions are sure to come up. I have found the best way to deal with those questions is a healthy email dialog. So, for a full twelve months after I make my CRM recommendation to you, I will field your new questions by email.

No BS, Better Than Risk Free Guarantee!

I  am committed to your success and happiness! If you go through my personal CRM Needs Analysis Process and are unhappy with the results (for ANY reason!), I will give you a complete refund. Simple as that!

One more thing, you are also free to keep any of the In-Depth Reviews that I send you.

Fair enough?

I hope you think so, because I've been told it's more than fair! 

If you are honestly unhappy with my CRM recommendations, you get your money back. Simple as that.

Guaranteed.

So, Get Rich's Picks Now!

Here is what you will get:

• Kick-off Call
• Sales Cycle Examination
• Report & Recommendations
• In-Depth Reviews
• Telephone Wrap-Up
• Email Follow-up

My objective is a simple one, to match you with the CRM solution that will help you achieve all of your sales objectives, 

Let's do it!

Still Only $487