CRM Suite Evaluation and Request for Proposal Scoring Tool for Small Enterprises


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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.

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