CRM, CRM Software, CRM Tools Blog TeamJanuary 10, 2022

CRM Evaluation Criteria: What to Include in a Checklist?

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CRM Evaluation Criteria: What to Include in a Checklist?

What are the things you need to include in a CRM Evaluation Criteria checklist? The following article will explain the basics of evaluating CRM systems for your business needs.

What Is a CRM Evaluation Criteria?

An evaluation of CRM systems for your business needs will depend on the needs of your organization. To do that, you will need CRM Evaluation Criteria. But what exactly is it?

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The CRM Evaluation Criteria is what you need to evaluate a business CRM software properly. It will help you to decide which solution will be the best for your company and what features you need to pay more attention to.

At the same time, it allows you to analyze the system and pick out the most important features, which will suit your needs the best.

The main goal of a CRM Evaluation Criteria is to help you choose the best CRM software for your company and improve it in accordance with your business needs.

What to Include in a CRM Evaluation Criteria?

To do a proper CRM Evaluation, you need to answer the following questions:

What Is the Purpose of Your CRM Software?

What are your triggers that require CRM software? 

For example, if you have a big number of branches, you might need to manage marketing campaigns on a group level. 

If you want to grow your business with new customers, you need to know who they are and where they come from. 

You also need to track their loyalty and conversion rate. If your customers are not satisfied with something or there is an issue, you need to know about it as soon as possible.

What are Your Workflow Requirements?

In order to understand what workflow requirements you have, you should thoroughly assess them. It is important to understand how your workflow works now and what problems it might have. 

This way, when choosing a CRM software for your business needs, you will find a solution that will solve all the issues related to your workflow and make it more efficient. 

What is Your Budget?

It is important to set up a budget for purchasing a new solution from the very beginning. However, different solutions have different prices so it is impossible to tell exactly how much each system will cost. 

That’s why it is crucial for you to get information about several products first and compare them.

What Do You Need in Terms of Features?

When choosing a new product for your business needs, one of the main things that should be considered is whether or not it has all the features you need. 

It might be interesting for you to pay attention to those features that are not always included in other systems but would be quite useful as well.


To sum up, if you want to choose a CRM software for your business needs, you need to know the basic things about it. The CRM Evaluation Criteria will help you to do that.

Do you have questions? Feel free to comment below.