CRM Vendor Selection Tool

Author(s): Mauricio Rodriguez

Acquiring a commercial Customer Relationship Management (CRM) package is a difficult proposition, especially for companies that don't have extensive experience in dealing with enterprise applications vendors. This tool addresses the essential aspects of CRM vendor selection.

Specific coverage includes:

  • Prerequisites and key elements that must be in place before entering the vendor selection phase.
  • The major steps to follow during the selection process.
  • Tips and recommendations to follow during the selection process.
  • Specific selection criteria to evaluate vendors.
  • A vendor selection matrix to score and rank vendors.

This tool will help IT managers create a CRM vendor selection strategy that will enable them to get past the vendor hype and choose the best solution for their enterprise.