Filetype Excel XLSX | Posted on 15 Aug 2022 | 3 years ago
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211x Filetype XLSX File size 0.05 MB Source: www.lexisclick.com
Sheet 1: Instructions
| CRM Comparison Template Instructions |
| Select the CRM systems that you would like to compare |
| Add the CRM names in columns C onward - in the CRM Comparison sheet below |
| If you need to compare more than 5 systems copy columns K and L and paste them into column M onwards |
| Remove any criteria that are not important for you |
| Select the level of multiplier that you would like to assign for each of the criteria |
| Score each of your comparison systems for each criteria and compare the total score |
| We have used Hubspot CRM to give an initial example of how to complete the comparison |
| Please note for Price, you score lower for higher priced systems and higher for lower priced. Because it is reversed it can sometimes catch you out ;-) |
| If you would like to change the multiplier amounts, you can adjust the values in cells B9 to B12 in the Lkup worksheet. |
| CRM COMPARISON CHART | |||||||||||
| Criteria | Multiplier | Hubspot CRM | CRM System 2 | CRM System 3 | CRM System 4 | CRM System 5 | |||||
| Score 0 to 5 - Nothing / poor to very good | Calculated Score | Score 0 to 5 - Nothing / poor to very good | Calculated Score | Score 0 to 5 - Nothing / poor to very good | Calculated Score | Score 0 to 5 - Nothing / poor to very good | Calculated Score | Score 0 to 5 - Nothing / poor to very good | Calculated Score | ||
| Price | Very High | 5 | 15 | 0 | 0 | 0 | 0 | ||||
| Scalability | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Ease of use | High | 5 | 10 | 0 | 0 | 0 | 0 | ||||
| Customisation | Standard | 3 | 3 | 0 | 0 | 0 | 0 | ||||
| Vendor strength / reviews | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| User reviews | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Opportunity management | Standard | 5 | 5 | 0 | 0 | 0 | 0 | ||||
| Pipeline reporting | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Marketing automation integration | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Reporting | Standard | 3 | 3 | 0 | 0 | 0 | 0 | ||||
| Phone integration | Standard | 2 | 2 | 0 | 0 | 0 | 0 | ||||
| Email functionality | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Mobile ease of use | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Chat integration | Standard | 3 | 3 | 0 | 0 | 0 | 0 | ||||
| Documents | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Social media integration | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Activity management | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Security | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Fault tolerance | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| Integration | Standard | 3 | 3 | 0 | 0 | 0 | 0 | ||||
| Licence type | Standard | 3 | 3 | 0 | 0 | 0 | 0 | ||||
| User support | Standard | 4 | 4 | 0 | 0 | 0 | 0 | ||||
| 99 | |||||||||||
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