CRM Guiding Principles for Software Buyers-How to properly evaluate and grade CRM features

CRM Guiding Principles-Feature Evalution and Grading Model

As you compare various CRM systems, you need to understand the guiding principles to compare the availability of feature sets. One simple method can be found in the video below. Use these CRM criteria to determine if the level of support/availability for each CRM feature.



(1) This CRM feature Requires 3rd-Party ISV, Utility or Add-on

Guiding Principle: This feature is supported via add-on products offered by partners

Factor this at 0.8

(2) This CRM feature Requires Customization

Guiding Principle: This feature is supported via customization (changes to the source code)

Factor this at 0.4

(3) Future Availability of this CRM feature

Guiding Principle: This feature is supported in a future release

Factor this at 0.2

(4) This CRM feature requires Modification

Guiding Principle: This feature is supported via modification (screen configurations, reports, GUI tailoring, etc.)

Factor this at 0.7

(5) This CRM feature is Not Currently Supported

Guiding Principle: This feature is not supported

Factor this at 0

(6) This CRM feature is Currently Supported

Guiding Principle: This feature is supported as delivered out-of-the-box

Factor this at 1.0

(7) This CRM feature is Currently Supported by a Partner

Guiding Principle: This feature is supported via an integrated partner solution

Factor this at 0.9

Free CRM TCO (Total Cost of Ownership) Calculator ToolCRM Guide-Compare CRM costs with this free cost calculator

==>Click here<== to receive our Free CRM Software Guide and Cost Analysis Tool.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM,, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

CRM-Guide to CRM  Cost items include:

  1. Annual License/User price
  2. Support
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more.

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsCRM Guidelines for Comparing CRM systems with this free excel tool

==>Click here<== to access our Free Excel CRM EvaluationTool.

With this guide (CRM tool), you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

CRM Comparison Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

Search terms for Compare CRM:

  • example guiding principles for software release (1)
  • Identify and evaluate the key principals of CRM and CRM systems (1)

Mark Shaw

Director at Accent Gold Solutions
Author: Mark Shaw, Director of Accent Gold Solutions, is certified in a number of CRM systems - including SAP CRM, SugarCRM and ACT! Having studied Business at the University of Massachusetts, he went on to consult several large Energy Utilities in the US and Europe - including designing a Sales Database for the largest European provider of Natural Gas. Using his unique combination of sales and marketing experience, Mark has set up and led successful sales teams for several firms, including Xerox.
Read more about Mark on our About Us page. Google