CRM Shortlist Worksheet for Small Enterprises


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This worksheet allows small enterprises to profile their Customer Relationship Management (CRM) requirements and to generate a rank ordered vendor shortlist. This shortlist serves as an input for the Request For Proposal (RFP) process. Vendor profiles are based on the Info-Tech Research Group's recent ITA Premium Small Enterprise Product Comparison, “Customer Relationship Management Solutions for Small Enterprises.” Specific worksheet functionality includes:

  • Variable prioritization factors for both product and vendor suitability factors.
  • Weightings to adjust the contribution of various suitability factors to overall vendor ranking.
  • A self-sorted ranking list of CRM vendors. The ranking is based on user input.

This tool will help IT managers create a CRM vendor shortlist to choose the best solution for their enterprise.

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