2018 CRM Evaluation Template


A complete evaluation rubric for small businesses to use while purchasing a CRM.
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About This Evaluation Template

Buying a CRM can be a long and confusing process. In order to make CRM buying easy and straight forward we've put together this evaluation template that can be used to compare products with 50+ questions to ask.

Template Includes

  • 50+ questions to ask a CRM vendor before you buy
  • Spreadsheet you can use to rank vendors during evaluation
  • Easy and straightforward comparison for buying a CRM