How do I evaluate CRM software?

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. Two of the primary concerns of a CRM system are to improve relationships with customers and generate higher revenue. Once you determine the main goal of your CRM (e.g. track the efficiency of the sales and marketing team, build stronger relationships with your customer, etc.), you can begin to evaluate the available options.

Here are a few major points that can guide you:


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

Ease of Use

A CRM system should:

Simplified Workflow

A CRM system should:


Real efficiency of any CRM implementation lies in:


Maximizing the value of your customer relationship necessarily demands that a 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: