How To Evaluate CRM Software [Free CRM Requirements Template]

This easy-to-use template will help you evaluate software vendors and build your CRM requirements.

CRM Requirements TemplateInvesting in the right CRM solution will help increase your revenue, cut your operating costs, and boost IT efficiencies, but with many options available to you, what requirements should you use to evaluate CRM software? Last week, we wrote about how to choose the right CRM for your business. Taking it a step further, we wanted to provide you with a downloadable template you can use to make your decision.

Knowing that not all CRM solutions are created equal, this template is designed to help you select the right CRM for your business.

To use this template:

Step 1: Select 2-4 CRM vendors you want to evaluate:

CRM Vendor Name








Step 2: Read each chapter and provide a score for each vendor based on the descriptions below:

Vendor Descriptions










Step 3: Fill out the scorecard below to receive a total score for each CRM vendor. Consider vendors with the highest scores.

CRM Scorecard



























Before you dive in, it’s important to understand why your business wants a CRM in the first place. When setting your CRM requirements, it’s important to keep in mind that CRM is as much about how you approach and relate to your customers as what software you use to keep track of them. A well planned CRM strategy coupled with the right technology is very powerful – but what goals do you want to achieve through CRM?

  • Is it to centralize your business and make you more organized?
  • Is it to produce powerful sales and business insights that will make you more profitable?
  • Is it to have a history of your contacts, leads, deals and conversations?
  • Is it to scale your operation and make you more productive?

Whatever your goals are, write them down. It will keep you grounded throughout the selection process and remind you why you’re investing in CRM software in the first place. You will also be able to better evaluate your options if you know what your end goals are.

Alright, ready to get started? Download your free software evaluation template.

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