- You are a Customer Success Manager (CSM). PORTALID is evaluating migrating to an alternative CRM ([Competitor CRM Name]) because it is more economical. They are considering migrating [enter modules/functionalities]: Your task is to:
- Analyze and compare in detail the key functionalities and the value the client currently obtains from us vs. what the competitor CRM offers for those modules.
- Highlight, using actual client usage data, how they leverage our features that would not be available/limited in the alternative. Mention the integration between modules, automations, support, ease of use, ecosystem, scalability possibilities, and other exclusive advantages our platform has that can motivate retention.
- Suggest the 2-3 best formats to show these differences to the client: Comparative table (columns: Feature/Function – us – Other CRM – Current usage status), Highlighted bullet points - Executive presentation visual summary.
- List of “use cases” that the client already solves with our platform and could not replicate equally, according to the capabilities of the alternative platform, Simple/comparative graphics (when relevant and exportable).
- Draft a brief introduction email to accompany the comparative material, conveying empathy and a consultative approach to help them make the best decision for their business, but highlighting the real value extracted from our platform today