CRM Evaluation Kit

If you are currently in the process of evaluating CRM solutions for your business, the CRM Evaluation Kit features several items that will assist you. These are provided by Maximizer Software, Demand Metric, and Nucleus Research.

1 | Define your business needs
CRM RFP Template
Provided by an independent research firm, Demand Metric, the CRM RFP Template is a formal invitation to request vendor proposals that meet your specific business requirements and purchasing criteria. Use this third-party template to work with CRM vendors.

2 | Compare your options
CRM Vendor Evaluation Matrix Template
Provided by an independent research firm, Demand Metric, the CRM Vendor Evaluation Matrix can be used after receiving the CRM RFP back from vendors. You can then use the Vendor Evaluation Matrix to compare vendors, ranking them based on their abiliity to support your required features.

3 | Quantify the benefits
CRM ROI Calculator
Provided by an independent analyst firm, Nucleus Research, this tool will assist you in evaluating bottom-line impact value of your CRM technology decision. Calculations such as return on investment (ROI), total cost of ownership (TCO), payback period, and net present value (NPV) are calculated based on cost and benefit inputs.

5 | Review and Assess
The CRM Maturity Scale
A Self-Assessment Guide for Small to Mid-Size Businesses: This white paper will help you in assessing your company's level of CRM maturity in terms of effectively using customer data and streamlining sales and business processes. Then create a roadmap for becoming a CRM master.

To discuss your CRM requirements, please contact us directly at 1-800-804-6299 and one of our CRM Solution Advisors will be happy to assist you.