CRM Suite Evaluation and RFP Scoring Tool for Small Enterprises

Author(s): Timothy Hickernell, Ben Dickie, Victoria Moore, Jonathan Wang, Robert D'Aurelio, Anastasia Shteyn

The CRM market has many strong contenders and differentiation may be difficult. Instead of solely relying on reputation or word-of-mouth, organizations can use this tool to record and objectively compare vendors according to specific requirements. Use this tool to:

  • Determine each feature’s level of performance in relation to enterprise needs.
  • Shortlist vendors even if an RFP process is not used.
  • Score and compare potential CRM suite RFP responses based on Feature, Architecture, Cost, and Service & Support

Follow the instructions to ensure the RFP scoring criteria accurately reflects your organization’s environment and business requirements.