How to Evaluate CRM?

In order to realize the investment toward any CRM initiative, it is crucial for businesses to have a CRM evaluation method (or CRM metrics) in place. The prime concern of a CRM system is to improve relationships with customers and generate higher revenue. Therefore, it is necessary to identify if your CRM is intended to track the efficiency of the sales and marketing team, or is it to build a strong relationship with your customers? The answers to questions like this will help determine the focus of CRM performance. Once the objective of CRM implementation is clearly defined, you can go ahead evaluating the best CRM for your business.

Here are a few major points that can guide you in evaluating a CRM system at its face.


Depending on the type of implementation and the strength of organization, CRM initiative can be a complex and costly venture. Thus your selected CRM should:

Ease of Use

Implementing a CRM system should:

Simplified Workflow

A CRM system in place, should help:


The real efficiency of any CRM implementation lies in:


The drive to maximize the value of your customer relationship necessarily demands the CRM system:

Post-Sales Support

No CRM system is complete without the end user help files. Besides the tips and tricks to efficient performance, your CRM implementation should have: