What CRM will meet our needs?

5 pts.
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CRM
Is there a tool available to assist us in deciding which CRM will meet our needs?

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There are tons of CRM buyers guide on the internet. Like this one . You may have to try a few but I don’t recall seeing one where you fill in the blanks and it recommends a product to buy.

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  • Subhendu Sen
    Is this for your learning/for your company's needs? However, for virtual assistants & helping clients to keep track of sales leads/scheduling follow ups etc. & other general issues, you have to choose / consider several facts before going for CRM. Some CRM (s)offer trial period before you buy the full system.
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  • TheRealRaven
    The tool is usually called a "requirements list" or something similar. You make a list of your requirements (needs) and perhaps assign weights (importance values) to them. You then compare your list to the lists of features or capabilities of different CRMs until you're satisfied with a match.

    Often, there may be two or three match candidates. You'll then need to test evaluation packages to see which one truly comes closest.
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  • ToddN2000
    There are tools out there that will recommend ones based on you needs. You fill out a form and they send you the template to get a customized report.

    Here's one you can check out  LINK

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