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.
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.
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 ability to support your required features.
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.
(NEW!) CRM Business Case Template
Support your CRM solution decision with this thorough guideline, incorporating an opportunity overview, decision making criterion, business impact and sensitivity analysis, risks and contingency plans, and action-oriented recommendations.
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.
