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Salesforce

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.

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LeadMaster CRM

Get an all-in-one CRM, sales and marketing tool that fits the needs of your business. LeadMaster CRM can work together with your sales team to deliver your ultimate objective – more sales for your business. Whenever your team has any interaction with a lead or a customer, they will have all the information that they need at their fingertips – past orders, contact information, proposal details, social information etc. LeadMaster makes your sales team more efficient than ever before.

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Bpm'online CRM

Bpm’online CRM is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service and operations. This platform helps to align data, processes, and teams enabling them to better connect with digital native customers and rapidly adapt. Bpm’online provides its customers with comprehensive full-fledge applications to accelerate marketing, sales and service that can be deployed as standalone products, or as a bundle on a single CRM platform.Bpm’online marketing: multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue.Bpm’online sales: sales automation software to accelerate the complete sales cycle — from lead to repeat sales.Bpm’online service: intelligent service management platform to accelerate service delivery and customer delight.

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Oracle Sales Cloud (SMB)

SMBs are being challenged by an increasingly complex sales environment. Outmoded selling tactics don’t work anymore in today’s Age of the “Informed” Customer. Employees at high-growth SMBs must effectively collaborate in order to sell more and pull ahead of the competition. This huge potential lies within your own SMB. With a comprehensive, integrated, fully mobile-enabled sales cloud solution, you have what you need to deliver superior and consistent customer experiences.

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NetSuite CRM+

NetSuite Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time 360-degree view of your customer. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle from lead through to opportunity, sales order, fulfillment, renewal, upsell, cross-sell, and support.In addition to traditional CRM capabilities like SFA, customer support and marketing automation, NetSuite CRM delivers quotes, order management, commissions, sales forecasting and integrated Ecommerce capabilities.

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Base

Base is the #1 rated CRM and sales mobile app in the iOS and Android stores, with more than a quarter of a million app downloads.

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ProsperWorks

ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate.The ProsperWorks solution includes email integration, opportunity management and lead tracking among its features. Customer data is saved automatically, and the system independently searches online to find relevant data. Every file that is sent via email is immediately stored in a contact’s portfolio, and the system profiles each interaction so users know how recently they have contacted each customer.Past and future calendar events, such as meetings and calls, are logged within the program, and the software also suggests possible contacts to make based on previous correspondence. Through the program’s email integration, tasks are visible in Gmail, and the opportunity management feature allows users to visualize and manage their sales pipelines with drag-and-drop functionality.

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SugarCRM (FBG)

Sugar is the CRM for mavericks and innovative, forward-thinking change agents who dare to be different. It appeals to companies that question the status quo and view Sugar as the chance to find a better way to grow their business and help their employees do their jobs better. SugarCRM is the industry's leading company focused exclusively on customer relationship management, and FayeBSG is SugarCRM's #1 Worldwide Partner. Over 7,500 customers have chosen SugarCRM services as an alternative to lock-in based, proprietary customer relationship software. Going above and beyond basic CRM, Sugar will help you understand who your customers are and how your company is performing. Sugar enables businesses to create extraordinary customer relationships with the most innovative and affordable customer relationship management solution on the market. By placing the individual at the center of its solution, SugarCRM is putting the “i” in CRM and empowering people at all levels of an organization to better understand and engage with customers. Based in Silicon Valley, SugarCRM is backed by Goldman Sachs, Draper Fisher Jurvetson, NEA, and Walden International. More than 1.5M individuals in over 120 countries rely on SugarCRM.

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Bloomerang

Bloomerang’s powerful donor management software combines the knowledge of world-renowned fundraising professor Adrian Sargeant, communications best practices of author and speaker Tom Ahern, digital marketing insights from trusted thought-leader Kivi Leroux Miller, and the technical expertise of industry veteran Jay Love.We focus on the core of constituent relationship management – the functionality that fundraisers use the most – and do not mess around with superficial bells and whistles that look good on paper, but ultimately distract from what you need to succeed.We’re built to help you succeed.

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PipelineDeals

PipelineDeals is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use PipelineDeals to manage their sales. The simplest way to organize your sales team and grow your sales pipeline. PipelineDeals offers a streamlined set-up process that you can literally complete in just minutes.

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Mothernode CRM

Mothernode CRM is a dynamic, highly expandable system which scales based on a company’s specific business and customer needs.The highly configurable application can be set up to align with a business’s industry, customer requirements and more. As SMBs grow into themselves, additional features and editions can be integrated for continued operations with a boosted level of functionality.No other CRM within Mothernode's class offers the same number of capabilities that are present in this system. With such a high degree features-to-price ratio, SMBs can take full advantage of a robust set of modules without overextending their budgets.

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Salesforce

The world’s #1 CRM solution gives your sales teams the power to close deals like never before with an array of cloud-based tools that increase productivity, keep pipeline filled with solid leads, and score more wins. No software. No hardware. No speed limits.

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Salsa CRM

Salsa CRM is constituent management software that helps nonprofits build rich donor profiles, track every donation interaction, create direct mail appeals, and report on all development activities. You'll also get a fully integrated Salsa Engage for online supporter engagement, with mobile-ready tools for digital marketing, online fundraising, online advocacy, and peer to peer fundraising. NTEN/Idealware's 2017 report highlighted Salsa CRM as having 'Strong functionality in every category.'

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Infor CRM

Customer Relationship Management tools are a driving force for a business. Infor CRM software helps to deliver outcomes on indicators like customer loyalty, customer attention and customer satisfaction. Infor CRM helps salespeople and others to perfect each point of communication with a particular customer throughout his or her relationship with the business.

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Insightly CRM

Insightly is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead or a contact — from background, email history and important dates, to any projects or opportunities in which they have participated.

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Microsoft Dynamics 365 for Sales (CRM) by BroadPoint

BroadPoint is an award-winning, Gold-Certified Microsoft CRM and ERP partner with nearly two decades of experience implementing technology solutions for nonprofits and commercial companies. From day one, our team of passionate, seasoned consultants has been focused on one thing: helping our clients focus on their mission by designing and implementing great technology solutions. After gaining a deep understanding of your organization, we design and implement an integrated solution to fit your unique needs. BroadPoint’s experience and proven project management methodology ensures an on-time, and on-budget deployment of your solution. Learn more at www.broadpoint.net.

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Microsoft Dynamics CRM

Is your organization full of fast-moving sales, marketing and service leaders? Microsoft Dynamics CRM provides the tools to enhance sales, marketing and customer service processes and is designed to complement how and where your people work. At the same time, Microsoft Dynamics CRM can operate as a platform to help your organization manage all the moving parts.

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NeonCRM

Technology with a purpose. Our solutions grow communities, inspire audiences + scale impact so you can focus on what really matters. Grow your mission with a database focused on people, not transactions. Create online forms, engage donors, plan events, manage memberships, and track volunteers -- all with the most robust cloud-based software made specifically for nonprofits. Pricing starts as low as $50.

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DonorPerfect Fundraising Software

Thousands of nonprofits use DonorPerfect to organize constituent data in one unified database. With one central database, everyone in your organization will be working with the same information in real time. It has easy to use constituent relationship management tools for making smarter, timelier decisions that help nonprofits raise more money. Two nonprofits, NTEN and Idealware, gave DonorPerfect the more 'excellent' ratings in their donor management systems’ report than any other software.

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SugarCRM by Epicom

anthony.carrillo@epicom.comSugarCRM is a leading CRM provider known for its flexibility, competitive price, and mobility. Epicom, a leading Sugar Elite Partner, is a certified Sugar training provider with sales, admin, and developer Sugar certifications. Epicom is a technology solutions firm focused on consulting and executing complex Customer Relationship Management (CRM) and Marketing Automation deployments, customizations and integrations. Epicom is dedicated to helping companies be successful and grow by providing comprehensive software solutions and services including training, support, and CRM hosting.Epicom is one of SugarCRM's top Elite partners and winner of the 2014 Sugar Partner Global Leader Award. For more information, call 512-481-9000, visit www.epicom.com, or follow us on Twitter @epicomcorp.

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SAP Hybris Cloud for Customer - (Cloud CRM)

Engage your customers in more meaningful ways with SAP Hybris Cloud for Customer. This cloud CRM portfolio brings sales, customer service, and social CRM together – to help your team form powerful personal connections that drive customer engagement across all channels. Take advantage of rich predictive insight, flawless execution and contextual customer experience relevant to your industry.

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Mothernode CRM (Mothernode Marketer Edition)

Mothernode CRM is a dynamic, highly expandable system which scales based on a company’s specific business and customer needs. The highly configurable application can be set up to align with a business’s industry, customer requirements and more. As SMBs grow into themselves, additional features and editions can be integrated for continued operations with a boosted level of functionality. No other CRM within Mothernode's class offers the same number of capabilities that are present in this system. With such a high degree features-to-price ratio, SMBs can take full advantage of a robust set of modules without overextending their budgets.

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Solutions Metrix

Sugar CRM Innovation,Flexibility,Value Sugar CRM is the first world publisher of open source commercial solutions of customer relationship management. It allows companies to develop and easily integrate their client process while maintaining and developing even more profitable customer relationships.SalesforceSales, Service Marketing, Succes Completely web-based and integrated, with over 87,000 success stories, salesforce has a strong presence everywhere.Microsoft Dynamics CRMDrive sales productivity and deliver amazing customer experiencesMicrosoft Dynamics business solutions energize and empower customer engagement with real-time information and collaboration. As the world grows smaller and more complicated, technology plays an important role and enables individuals to drive their vision while also helping organizations to manage their end-to-end business processes.Oracle Sales Cloud Sell More Anytime-Anywhere-Any Device “Mobile first” is a great way to define this very powerful system which integrates extraordinarily well with Microsoft Outlook, as well as the Eloqua marketing automation tool, acquired by Oracle in 2013.Act-OnMarketing Simplified – Revenue Multiplied.Act-On is a software-as-a-service, cloud-based marketing automation solution. Its platform is purpose-built to give small and medium-sized marketing teams all the value of marketing automation – without the complexity big enterprise systems impose.

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Microsoft Dynamics CRM

Take action with confidence. Derive meaningful intelligence from large amounts of complex data to provide sellers with contextual, actionable insights that are easy to understand.· Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence· Know where to focus with insights that reveal relationship health and risk· Spot buying signals, identify competitive threats, and keep a pulse on the market with social media· Engage your customers in more personalized, effective ways through customer intelligence Identify, understand, and connect with customers through social networks Engage through sharing of personalized and relevant content Build trust with continuous insights and recommendations based on actual customer needs Easily grow and maintain your one-to-one customer relationships—at scale—with unified data and systems Work anytime, anywhere with familiar, intuitive productivity tools, such as mobile apps that provide contextual news, social data, and task flows Know what steps to take next to close deals faster by using process automation and a guided sales process Recruit, onboard, and strengthen your partner channel through deeper enablement and activation Get answers fast using dashboards, contextual charts, and Power BI Q A for natural language queries Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time Ease onboarding and align sales behavior through sales management software and interactive help and documentation Energize everyone on your sales team with fun and exciting competitions through gamification

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Chime CRM

Chime is a powerful lead generation and CRM solution for real estate professionals. It solves all of the pain points most agents struggle with on a daily basis. Our suite of tools enables agents to launch marketing campaigns, track leads’ activities, build customer relationships, and seamlessly manage teams, across multiple devices. By streamlining all their operations from end-to-end, Chime allows agents to focus on what really matters—boosting their business.

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Claritysoft CRM

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM is an all-in-one CRM platform for sales, marketing and customer service. Our unique blend of flexibility and functionality lets you custom fit our powerful feature set into exact-fit screens to meet the needs of every user type in your organization. Designed for usability, Claritysoft CRM delivers the right amount of functionality in a clean and easy to use interface.With Claritysoft CRM you get world class integration capabilities with an open API plus out-of-the-box Outlook, Gmail and Zapier integration. You also get valuable insight through extensive dashboard and reporting capabilities. An exceptional value, Claritysoft delivers a powerful feature set that’s built to eliminate complexity and drive performance.

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VIPorbit

VIPorbit is the only full-featured mobile contact manager designed for managing business relationships on the iPhone.

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TeamGate CRM

Teamgate is a cloud based Sales CRM with easy-to-use interface, which aligns you to get more Leads, track your sales process, manage contacts and analyse sales results without efforts. The product is excellent for small and mid-size businesses or teams which focus on an easy start and do not fit with complexity of the larger CRM tools like Salesforce or Dynamics CRM.

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Tacton

The powerful configuration engine in Tacton’s sales configuration solution captures the knowledge of your best product specialists and makes that knowledge available to your entire sales team. Even newly hired sales reps, dealers and partners will be able to quickly offer the best solution.

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GoldMine Web

A browser-based app that’s included with GoldMine Premium Edition and installed as part of the GoldMine Connect package. GoldMine Web provides the look and feel of a web client and doesn’t require installation for the end user.

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GreenRope CRM

GreenRope's Complete CRM helps business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout an organization,in one place so your business runs smoothly and effectively with all relevant information a team needs to better target and serve their leads and customers

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Capsule

Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

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Last updated on October 6th, 2017

CRM Software Selection Overview

Many CRM pundits suggest the CRM software market is increasingly dominated by a small number of large vendors. However, research suggests otherwise. The most recent CRM Market Share Report demonstrates that the collective market share among the biggest CRM vendors is declining and that a number of emerging CRM publishers are stepping up and taking market share away from the old guard. 


This market share redistribution trend is driven by both innovative CRM solutions and CRM buyers who have altered their CRM software selection criteria. 

The CRM market is a 24 year old software industry, putting it somewhere between mature and commoditized. CRM products have reached near feature set parity in terms of marketing, sales and service technology enablement. Customers now seek new and different capabilities. 

Right Sized CRM – There is no such thing as a one-size-fits-all CRM software solution. Small and midsize businesses (SMBs) generally have more intimate relationships with their customers and manage a higher volume of customer interactions and activities for each customer. SMBs desire a feature rich CRM system but without the bloat that adds administration and overhead. Enterprise customers need more sophisticated security models, collaboration apps and platform tools. 

Software Agility – Small businesses are also much more agile than large organizations, and therefore need a CRM system that can more swiftly accommodate business agility. Whether altering how data rolls up, modifying CRM forms, changing business process automation or creating new information reporting, small businesses need the ability to adjust their CRM software system without reliance on technical or IT resources. On the flip side, enterprise customers need software flexibility that accommodates re-orgs, changes to territory management, revised sales plans, complex forecasting and more sophisticated data management and system integration.

User Productivity – Improving user productivity is a common objective for CRM buyers. CRM software systems that reduce keystrokes, logically sequence process steps, trigger next steps or reminders, use workflow to automate business processes, deliver alert notifications, and offer simple desktop integration support improvements in user productivity. 

The User Experience (UX) – The most modern CRM systems have adopted consumer technologies in order to reduce learning curves and deliver a more rewarding user experience. These user interfaces leverage more white space, less clutter, guided behaviors and embedded analytics. They also offer more one-click options, such as Quick Create functions or traceability to previously viewed records or transactions. 

The Customer Experience (CX) – CX management is a strategic customer strategy supported by forward thinking CRM publishers. Customers are more connected and informed, and businesses must have the tools to connect with customer audiences in relevant, personalized and contextual ways. The customer record must be the central customer profile which manages all customer data and makes customer information available to any channel or device the customer chooses to interact with their providers. 

Unified Platform – CRM systems have evolved from departmental applications to enterprise suites. Leading CRM providers have gone a step further by building their CRM software on powerful platforms. These platform solutions offer broader company support and extensibility. They may also offer third party ecosystems, such as app stores or integrated third party solutions from popular independent software vendors (ISVs), which further accelerates deployment cycles, reduces custom integration and eases future upgrades. 

Total Cost of Ownership (TCO) – CRM software pricing varies widely despite near feature set parity among competing solutions. This is most evident with CRM market share leaders who leverage their brand to justify price premiums. However, as the CRM market continues to mature price premiums will erode. Also, CRM buyers must apply diligence to understand the unintended financial consequences of version upgrades, add-on capabilities and needed services. CRM buyers favor inclusive pricing without gimmicks and with no surprises. 

Strategy + Selection Delivers Upon the Promise 

It’s important to start any CRM software selection with CRM strategy. Installing CRM software with a poor CRM strategy, or sometimes no CRM strategy, is the number 1 reason for poor CRM adoption, low CRM software utilization and project failure. It’s important to remember that Customer Relationship Management is not a software application. It’s a business strategy aimed at growing mutually rewarding and profitable customer relationships. 

A CRM strategy is a lot like a map. You need to understand where you are starting from and where you want to go if you expect to get there using the shortest route. 

In the absence of strategy, CRM adopters inevitably miss the CRM business opportunity and instead end up with CDM (Customer Data Management), which has some benefits, but falls woefully short in achieving customer engagement, relationships, affinity and loyalty. 



Compare and Select Customer Relationship Management Software

Customer relationship management (CRM) software provides many benefits to a business, from making the sales department more productive to building customer retention. CRM software is widely used, with Gartner projecting the market at $23.9 billion and proclaiming it "the heart of digital initiatives." A CRM system handles many critical processes for your business, especially in the sales department therefore CRM software selection requires researching, sourcing, validating and performing due diligence before you sign a contract.

The CRM software selection process requires in-depth research, analysis and collaboration. Here are the steps we recommend in this quick start guide to selecting CRM:  

CRM Requirements Gathering

CRM software solutions may have the longest list of features or use the most cutting-edge technology, but it can be a poor choice for your organization if it doesn't meet your requirements. That's why step one in your CRM purchase should be to establish the key requirements your CRM must meet before you start evaluating solutions. Some core features to consider when gathering your requirements include:

  • Contact Management: Contact management is the entire point of a CRM, so this requirement revolves around making sure the contact handling is sufficient for your current work processes. CRM software may have email auto-response integration and follow-up reminders, along with the ability to display key information on each lead.
  • Sales Pipeline Visualization: This feature shows a visual representation of the sales pipeline, as well as where all contacted leads are in their customer journey.
  • Reporting: The CRM's reporting feature can cover everything from sales figures to marketing ROI. These reports provide concrete data essential for optimizing sales and marketing efforts, identifying poor performing areas and revealing response rates for different parts of the marketing and sales funnel.
  • Predictive Analytics: This analytical tool parses historical and big data to make predictions on sales and marketing efforts. It can identify the optimal times to contact leads, which lead demographics are likely to convert at different parts of the customer journey and other useful business intelligence.
  • Marketing Automation Integration: Sales and marketing work hand-in-hand, so creating a closer relationship helps to optimize both departments. Many CRM solutions integrate with popular marketing automation tools for a seamless experience.
  • Lead Management: This is another critical CRM function that allows your sales department to nurture leads, qualify leads and use a lead scoring system to determine the priority of contacts.
  • Sales Force Automation: helps automates tasks like inventory control, sales processing, monitoring customer interactions & providing sales forecasts and performance analysis
  • Cloud or On Premise: The Software as a Service (SaaS) cloud model for CRM provides many advantages for companies, including reduced upfront and maintenance costs. However, on-premise solutions don't rely on vendors, avoid potential network latency and may offer better data security.
  • Mobile: Mobile CRM access is useful for sales staff in the field, allowing them to access critical lead information and make lead contact notes directly through a smartphone or tablet.
  • Social: Social media provide many data points on potential leads, but not all CRM systems integrate this data into the lead's contact notes.

More CRM features for your consideration are available in the Massive CRM Features List.


Preliminary Research

Once you identify your CRM requirements, arrange the list by priority. While some solutions offer everything on the CRM features list and then some, they won't necessarily be the right solution for your business. Look through available content on the CRM vendor's website, social media channels and industry authority websites to determine whether it passes the first impression test.

Find out how organizations are leveraging CRM technology in this Gartner report.

Informal Inquiries

Talk to your colleagues and industry contacts about what CRM software they use. Get recommendations from clients following your social media channels, and ask LinkedIn groups what they think about your prospective selections. You may learn about benefits you didn't know the solutions offered or hear horror stories that drive you away.

RFP

If you welcome or require requests for proposals for your software solutions, create a CRM RFP that covers your must-have features, establish the ideal work flow it fits into and discover potential vendors you may not have encountered on your first research sweep.

Tech Evaluation Scorecards

Create an evaluation scorecard prior to requesting any demos or signing up for free accounts or trials. Use these scorecards to compare each solution for its suitability for your organization. Sample criteria include:

  • Ease of use
  • Security
  • Priority features
  • Wanted features
  • Price
  • Scalability
  • Flexibility

Request for Demos

Once you create a tech evaluation scorecard, reach out to each vendor for a demo. For SaaS options, you most likely have access to a free trial or free account level. Run tests based on real-world use cases that the solutions will have to handle throughout day-to-day business operations. Use the scorecards to narrow down the vendor selection to the most suitable options.

Create CRM evaluation scorecards quickly and easily using SelectHub. Start your free trial with a free CRM requirements template.

Business Case Review

Conduct business case analyses to determine which system is the most advantageous. You have a few ways to conduct this analysis, depending on your needs. Some companies focus on the total cost of ownership, while others want to know how well the system improves sales ROI.

Vendor Viability and References

Vendor viability is a critical part of the decision process, especially if you're using a cloud-based solution. How long has the vendor been around, and does it have clients that are similar in size to your business? How responsive is its support? If you're dealing with a cloud-based solution, and you find countless complaints about slow response time, you're not going to do well in a disaster recovery situation. Ask for references, and cast a net across your professional network to see who else has used the vendor. Determine whether the use cases the other companies worked with are close to your own. To compare top CRM solutions see SelectHub's CRM Software Analyst Report.

A CRM solution is a critical part of your sales process, enabling you to stay on top of customer relationship building, lead management and lead follow-up. The right solution provides you countless productivity benefits, so it's important to do your due diligence and get exactly what you need for your company.

Whether you're choosing SalesforceInfor CRMSugarCRM or another CRM systems going through a formal software selection process is critical when evaluating a new CRM.