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.
CRM GUIDING PRINCIPLES FOR GRADING A SOFTWARE SYSTEM
(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
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CRM-Guide to CRM Cost items include:
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CRM Comparison Topics include:
- Key CRM Features
- Pricing (Licensing, etc..)
- Available Modules (e.g. SFA, Marketing, Service, etc)
- Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
- Hardware and Network support (Microsoft, Linux, etc…)