CRM Use-Case Fit Assessment Tool

Author(s): Ben Dickie, Evan Destunis

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This tool asks a series of targeted questions that will help you determine the use-case scenarios that align with your organization's specific requirements for CRM. This tool will identify how strongly your organization's process automation requirements align with Info-Tech's functional use cases for the CRM Vendor Landscape analysis; these scenarios include: sales enablement, marketing management, and customer support management.

Depending on your own organization's unique considerations, the tool will identify your alignment with one or more scenarios, on a scale of weak, moderate, and strong.

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