CRM Evaluation for Financial Services

The project's goal is to support the customer in the vendor selection process and to develop a sound basis for decision-making for a future CRM solution. Thereby a deep, customer-specific requirement profile is developed establishing the foundation for a comprehensive catalogue of criteria. Each CRM system is then evaluated on the basis of the defined criteria. By implementing selected customer requirements as part of the evaluation project, the degree to which the specific requirements are met is determined.