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CRM
Application & Vendor Evaluation Tool
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Use this CRM
application and vendor evaluation tool to compare potential CRM solutions and
the vendors that provide them. For
each parameter, rank vendors' applications and or the vendors based on their
ability to deliver on your requirements.
The rating scale runs from a low of "1" -- (the application
or vendor does not support this requirement) to a high of "4" --
(the vendor supports all of the requirements internally with their existing
application). The maximum possible
score is 316 based on the listed requirements. Select your rating from the drop down list
that appears in each box.
You may reset all factors to "0" to start over or when you are
finished using the tool by clicking the RESET button at the bottom. If a factor is not applicable to your
business model or situation leave it "0." You save a PDF copy of this analysis by
clicking the PRINT button at the bottom.
You can also save the evaluation to your browser if you're not able to
complete it in one sitting. Just save
the results, then open the file later.
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Scoring
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Base your score for each
factor/requirement on the following scale:
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Score
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Not Applicable
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0
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Application and/or Vendor Does Not Support Requirement
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1
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Customization is Required to Support Requirement
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2
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Vendor Supports Requirement via Partner Solution
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3
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Vendor Supports Requirement Internally
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4
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Business Requirements
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General Requirements
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Ability to
Connect Offline
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Accounting
System Integration
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Activity
Planning & Tracking Capabilities
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Customization of
Reports
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Exchange Server
Integration
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Google Apps
Integration
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Google Maps
Integration
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Lotus Notes
Integration
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Microsoft Excel
Import/Export
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Microsoft Word
Integration
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Mobile Access
Capabilities
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Outlook Calendar
Integration
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Outlook Email
Integration
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Secure Web or
Other Remote Access Options
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Shared Calendars
Functionality
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Workflow
Automation
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General
Requirements Total
(Maximum Points: 64)
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Technical Requirements
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Communications Templates
Creation / Mgmt. Capabilities
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Customization
Capabilities
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Data Management
Capabilities
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Desktop
Administration Capabilities
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Email
Administration Capabilities
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Integration with
other Applications
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Manage Users
Capabilities
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Mobile
Administration Capabilities
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Monitoring
Capabilities
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Offline
Briefcase Configurations Management
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Online Help
Tools
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Translation
Customization Capabilities
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User & Group
Security Settings
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User Training
Capabilities, Tools, Etc.
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Technical
Requirements Total
(Maximum Score: 56)
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Contact Management Requirements
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Account History
& Tracking
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Advanced Search
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Bounced Contacts
Management Capabilities
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Call/Email
History & Tracking
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Contact
Hierarchy Management
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Customizable
Objects & Fields
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Customizable
User Interface
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Important
Accounts and Contacts
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List Building
& Management
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Mail Merge for
Letters and Faxes
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Mass Email
Recipient Selection and Management
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Sync to Lotus
Notes
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Sync to Outlook
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Time/Date
Stamped Notes
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Contact
Management Requirements Total
(Maximum Points: 56)
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Customer Service & Support Requirements
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Billable Time
Tracking
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Case Monitoring
Tied to Service Level Agreements
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Case Routing
& Escalation
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Case
Customization Options
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Case/Ticket
Management
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Customer
Self-Service Portal
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Customer Service
Dashboard
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Customer Service
Reports
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Knowledge Base
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Customer Service
& Support Requirements Total
(Maximum Points: 36)
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Marketing Requirements
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Budget &
Expense Monitoring
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Marketing
Automation / Email Integration
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Campaign
Dashboard
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Campaign
Management
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Campaign
Response Metrics
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Campaign ROI
Measurement
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Compliance with
CAN-SPAM
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Customer
Segmentation & Profiling
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Customer Survey
Tools
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Customizable
Campaign Fields
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HTML Email
Marketing
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Marketing
Collateral Management
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Web Lead Capture
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Marketing
Requirements Total
(Maximum Points: 52)
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Sales Requirements
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Contact Center
Features (IP-PBX integration)
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Integration with
Prospecting Tools
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Lead Dashboards
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Lead Management
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Lead/Customer
Mapping to Google Maps
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Lead/Customer
Route Planning to Google Maps
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Lead Reports
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Opportunity
(funnel) Management
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Partner
Relationship Management
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Sales Dashboards
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Sales Process
Methodology
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Sales Reports
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Territory
Management Features
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Sales
Requirements Totals
(Maximum Points: 52 )
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Total for All
Requirements (Maximum Point: 316)
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All Rights Reserved.
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