- Job title
- Field sales representative
- Sector
- Consulting
- Organization type
- family business
- Joined
- May 2025
- Message
- 206
We have a 14-person sales team at our London-based wholesale trade and logistics company. Tracking leads quotes and shipping notes in spreadsheets simply stopped working, so we sat down with a software agency. In the proposal they sent over, there's a £14,500 line item with an 8-week delivery timeframe titled 'CRM development and integration process'.
This is exactly where we're confused. When the agency says 'CRM development', do they mean coding custom CRM software from scratch for us, or setting up and tailoring an open-source or commercial off-the-shelf platform to our business? We're having a detailed follow-up call with them but I don't want to negotiate without fully understanding the terminology.
If it's built from scratch, I'm worried about being vendor-locked to this agency forever. If it's an adaptation of an existing product what does £14,500 actually cover for a scope like this? Where does this term actually sit in the industry?