business template
CRM Selection Scorecard
The weighted scoring spreadsheet we use in client CRM selections — requirements, weightings and a comparison matrix ready to fill in.
A structured spreadsheet for scoring CRM candidates against your own weighted requirements, instead of choosing whichever demo was most charming. It contains a requirements library organised by category (pipeline management, automation, reporting, integrations, pricing), a weighting model, and a scored comparison sheet that turns evaluation sessions into a defensible decision.
This is the same structure we use in paid selection engagements, packaged for self-service. It will not choose for you — it will force the right conversation about what actually matters to your team.
Delivery note: this download is email-gated and the v1 file is being finalised. Register now and it will be emailed to you as soon as it is available — typically within days, and you will not need to register twice.
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