Key Takeaways
CRM Strategy — Quick Summary
- 1Features and Functionality (25%)
- 2Technical Fit (20%)
- 3Total Cost of Ownership (20%)
- 4Vendor Viability (15%)
- 5Implementation and Support (10%)
- 6Strategic Alignment (10%)
Deep Dive
UAT & Validation Workflow
Discovery
Requirements & process mapping
Scope
Validate & lock scope
Design
Architecture & wireframes
Build
Configuration & dev
UAT
User acceptance testing
Go-Live
Launch & hypercare
Support
Ongoing managed support
Why Objective Evaluation Matters
CRM vendor selection is often influenced by brand recognition, sales pitches, or personal preferences. An objective scorecard forces a structured comparison based on criteria that matter to your business, reducing selection bias and improving decision quality.
Evaluation Categories
Features and Functionality (25%)
- Sales automation capabilities
- Service management features
- Marketing automation
- Reporting and analytics
- Mobile access
- AI capabilities
Technical Fit (20%)
- Integration capabilities
- Customization depth
- Security features
- Scalability
- Performance
Total Cost of Ownership (20%)
- License costs
- Implementation costs
- Ongoing support costs
- Hidden costs
Vendor Viability (15%)
- Company financial health
- Market position
- Innovation track record
- Customer retention rate
Implementation and Support (10%)
- Partner ecosystem
- Implementation methodology
- Support quality
- Training resources
Strategic Alignment (10%)
- Product roadmap alignment with your needs
- Industry focus
- Vision alignment
Scorecard Template
| Category | Weight | Vendor A | Vendor B | Vendor C |
|---|---|---|---|---|
| Features | 25% | 8/10 | 7/10 | 9/10 |
| Technical Fit | 20% | 7/10 | 8/10 | 7/10 |
| TCO | 20% | 6/10 | 8/10 | 5/10 |
| Vendor Viability | 15% | 9/10 | 7/10 | 8/10 |
| Implementation | 10% | 7/10 | 8/10 | 6/10 |
| Strategic Alignment | 10% | 8/10 | 6/10 | 7/10 |
How AavishkarIT Helps
We provide objective CRM vendor evaluation services. Our scorecard methodology ensures your selection is based on criteria that matter to your business, not vendor marketing.
Downloadable Resources
Free templates and guides