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Selecting A Suitable Small Business CRM Solutions Provider Sample CRM Vendor Evaluation Document This document is intended to be completed by your proposed Small Business CRM Solutions providers. It will assist you in making a sensible Vendor Name: 1. Client profile and references 1.1 Number of vendor staff per client. 1.2 Clients who have shares in the vendor? 1.3 Clients who have purchased the CRM product? 1.4 Number of client staff supporting CRM package.
2.1 How long has the company been in business? 2.2 Have there been any mergers / take-overs? 2.3 What is the vision of the company? 2.4 What is the company’s financial position?
3.1 Please provide an organogram of organizational hierarchy of your company. 3.2 What are your staff numbers? 3.3 Are the staff permanent or contract, if there is a combination of both, please indicate the numbers? 3.4 Please outline the staff’s experience and qualifications.
4.1 Who are the Backers? 4.2 Do you have links to other companies? 4.3 Who are your shareholders? 4.4 What is the role of your Shareholders? 4.5 Do you have alliances to other companies?
5.1 What is the vendor’s target market (referring to the proposed CRM application software)? 5.2 Functional software – software suite? 5.3 Source of competitive advantage (again with emphasis to their CRM side)?
6.1 Who are they? 6.2 Experience? Some of these questions might be overkill, depending on the size of your company. They will give you an idea as to their overall suitability as a provider of small business CRM solutions with a complimentary vision to yours. Back to Small Business CRM Home Page (c) Copyright SmallBizCRM.com, 2004-2006. All rights reserved. |
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