CRM Product Comparison Tool – Product Selector

This is a sample CRM product comparison tool to be used by consultants and advisors as part of their consulting toolkit.

It is part of the broader family of product recommenders or decision-making tools and can be used as a self-assessment quiz or in a sales or business strategy meeting as a needs assessment.

Use it for:

Lead generation – place it on your website to engage potential clients.
Better sales meetings – use it as a needs assessment to guide discussions.
Account expansion – help clients refine their CRM approach and introduce advanced solutions.

Evalinator users can customize and tailor it with your unique expertise and point of view.

Key Topics in the CRM Product Comparison Tool

This template takes into account key topics in CRM selection, including:

Business Size & Complexity – Do you need a simple pipeline tracker or a full-scale enterprise solution?
Sales vs. Marketing Needs – Are you focused on sales efficiency, marketing automation, or both?
Customization & Integration – How much flexibility and third-party integration do you require?
Scalability & Pricing – Are you a growing startup or an established enterprise with complex needs?
User Experience & Adoption – Is ease of use a priority for your team?

Choosing the right CRM is crucial for business success. This tool starts at a strategic level and is perfect to put on your website to engage prospective clients or to use during sales conversations.

You can enhance it into a more detailed assessment and use it with existing clients to position yourself as an expert and cross-sell your services and solutions.

Three CRM Categories

This decision-making tool helps users determine which CRM category fits their needs best:

Momentum CRMs – For teams that need a streamlined, action-oriented sales process.
Lifecycle CRMs – For businesses that need an integrated sales & marketing system to manage the entire customer journey.
Enterprise-Grade CRMs – For large businesses that need a customizable platform requiring deep customization, integrations, and advanced automation.

By answering a few simple questions, users can determine which CRM best suits their needs, making their decision-making process easier and more informed.

Note:

Like any assessment, this CRM Product Comparison Tool alone is not a definitive method for making a final CRM selection. Users should consider their unique business situation and use the results as one input into their broader analysis.