Published: 01 October 2019
Summary
The CRM application selection process is often complex due to a rapidly evolving market and diverse stakeholder objectives. Here, we detail the assessment criteria for application leaders to assess CRM tools and vendors by using Gartner’s evaluation model, a transparent and efficient approach.
Included in Full Research
- Establish the Cross-Functional Team
- Define and Prioritize the Objectives of the CRM Application
- Establish and Weight Criteria for the CRM Evaluation Process
- Develop Selection Criteria and Define Their Importance
- Develop Subcriteria, Key Areas and CRM Attributes
- Score Vendors
- Applying the Importance Factor