– Select and apply an evaluative framework that summarizes key system performance criteria. There are many framework examples viewable on the internet (example www.capterra.com). Choose one that is informative, useful and at the same time not unnecessarily complex. Include summary of system capabilities and weaknesses, as well as “user-friendliness”.
– Describe the vendor and CRM product – notably the main features and benefits that are of interest to the customers/market they want to serve. As part of your research, you should contact and interview the CRM vendor, either by phone or in person, to help you fully understand the vendor and CRM product, who their customers are etc., strengths/weaknesses, users etc.
– Summarize the vendors pricing model/approach and how it compares to main competitors.
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