CRM evaluation grid: comparing solutions
Mon Projet CRM - 19 août 2024
This evaluation grid will allow you to objectively compare the different CRM solutions received during a tender process. For each criterion, assign a score out of 10 (10 being the highest) and calculate an overall score for each proposal. This grid can be customised according to your company's specific priorities.
Key takeaways
Rate each sub-criterion for every solution (from 1 to 10).
Multiply each rating by the corresponding weighting percentage.
Add up the scores to calculate a total score for each solution.
Compare the total scores to identify the solution best suited to your needs.
This matrix can be customised according to your company's specific priorities.
Key takeaways
- Rate each sub-criterion for each solution (from 1 to 10).
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