CRM selection process

I’m trying to wind-up the end of my CRM software selection process. Here is what I have done so far, to prepare me:

I’ve used the notes from the CRM conference to create a plan, including an implementation plan and selection guideline. Then I outlined our needs by identifying implementation phases and the goals for each phase–this keeps me focused on what we need and not the bells & whistles of the software. I have also made a list of the benefits of using a new CRM package for our company, making more specific definitions of the goals.

Next, I subscribed to www.ismcompare.com, which allowed me to put the software I am looking at head to head, feature for feature. I’ve not found this as helpful as would have hoped, as the descriptions are criteria are not uniform. It also tends not to make any negative statements. But it has made it easy for me to focus on certain functions related to my goals for analysis.

Today, I have written an RFQ to send to the three vendors. This lists our needs as it relates to a final quote. Then it also lists two typical processes that we want demonstrated to show the software’s functionality and usability.