CRM Vendor Shortlist Preparation Tool

Author(s): Emily Saunders

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New market trends, combined with the 2008/2009 recession, are reshaping Customer Relationship Management (CRM) delivery models, functionality, and buyers’ choices. Even as economic stability increases, organizations are not going to automatically default back to solutions they were considering pre-recession – the landscape has changed.

This worksheet allows enterprises to profile their CRM requirements and generate a rank-ordered vendor shortlist. Specific worksheet functionality includes:

  • Variable prioritization factors for product and vendor suitability.
  • Weightings to adjust suitability factors to overall vendor ranking.
  • Self-sorted ranking list of CRM vendors and a customized Decision Diamond.

Vendor profiles are based on the Info-Tech’s recent in-depth review of the CRM market. Use this tool to generate a practical vendor shortlist and a customized Info-Tech Decision Diamond specific to your enterprise.

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