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COMPANY CONFIDENTIAL – NOT FOR REDISTRIBUTION
CRM Vendor Selection Methodology
Confidential – Not for Redistribution 2
Dimensions of Vendor Selection1.ProcessandTechnicalFit
High
Medium
Low
3. Total C
ost of O
w
nership
(5
years)
Other Considerations
• Maturity of the product
• References
 Prius recommends doing CRM
Assessment on three verticals:
1. Process and Technical fit
2. Customization Effort
3. Total Cost of Ownership
(5 year period)
 Other qualitative measures like
maturity of CRM product and
references must also be
considered
High Medium Low
2. Customization Effort
Confidential – Not for Redistribution 3
Sample deliverables for each CRM system
Identify Business Capability Requirements
2
Perform CRM Fit-Gap Assessment
Total Cost of ownership ( Estimate)
3
4
Perform Fit-Gap Assessment
based on required Technical and
Process Capabilities
1
Identify functional and
technical capabilities
Calculate TCO
Final Findings Presentation
and Application Demo
Note: Application will be configured using
configuration options only. Application customization
is out of scope for this engagement
Confidential – Not for Redistribution 4

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Prius CRM Selection Method

  • 1. COMPANY CONFIDENTIAL – NOT FOR REDISTRIBUTION CRM Vendor Selection Methodology
  • 2. Confidential – Not for Redistribution 2 Dimensions of Vendor Selection1.ProcessandTechnicalFit High Medium Low 3. Total C ost of O w nership (5 years) Other Considerations • Maturity of the product • References  Prius recommends doing CRM Assessment on three verticals: 1. Process and Technical fit 2. Customization Effort 3. Total Cost of Ownership (5 year period)  Other qualitative measures like maturity of CRM product and references must also be considered High Medium Low 2. Customization Effort
  • 3. Confidential – Not for Redistribution 3 Sample deliverables for each CRM system Identify Business Capability Requirements 2 Perform CRM Fit-Gap Assessment Total Cost of ownership ( Estimate) 3 4 Perform Fit-Gap Assessment based on required Technical and Process Capabilities 1 Identify functional and technical capabilities Calculate TCO Final Findings Presentation and Application Demo Note: Application will be configured using configuration options only. Application customization is out of scope for this engagement
  • 4. Confidential – Not for Redistribution 4