CRM Selection Scorecard
Answer 20 weighted questions across business, technical, functional, and budget dimensions. Get your top CRM platform recommendation with runner-up and full scoring breakdown.
Business
5 questionsAnnual revenue exceeds $5M
Weight: 3xSales team has 10+ members
Weight: 3xMultiple sales territories or regions
Weight: 2xB2B complex sales cycles (3+ months)
Weight: 3xNeed for custom quoting or CPQ
Weight: 2xTechnical
5 questionsRequire deep integration with ERP/finance systems
Weight: 3xNeed custom objects and fields beyond standard CRM
Weight: 2xRequire workflow automation across departments
Weight: 3xNeed AI-powered insights and predictions
Weight: 2xRequire mobile-first field sales capabilities
Weight: 2xFunctional
5 questionsNeed integrated marketing automation
Weight: 3xCustomer service and support module required
Weight: 2xNeed partner/channel management
Weight: 2xRequire advanced reporting and BI dashboards
Weight: 2xNeed e-commerce or self-service portal integration
Weight: 2xBudget
5 questionsBudget for CRM investment exceeds $50K first year
Weight: 3xPrefer low ongoing license cost over high implementation
Weight: 2xNeed rapid deployment (under 8 weeks)
Weight: 3xHave dedicated IT/admin resource for CRM
Weight: 2xRequire managed support post-implementation
Weight: 2xNeed Expert Guidance on Your CRM Decision?
Our consultants can run a detailed platform assessment, build a custom scoring model for your organisation, and manage the entire selection and implementation process.