Free CRM Evaluation Framework
[Ready-to-Use Template]
When you’re evaluating a CRM, don’t make the decision based on sales demos alone. Use a practical framework with 25 essential requirements to align Marketing, Sales, IT, and Operations before you sign anything.
Data Governance and Unified History
In B2B sales, a single customer often has multiple contacts and a long interaction history. Our framework evaluates the CRM’s ability to link Contacts, Companies, and Opportunities, ensure data quality, and maintain a complete service history without losing information.
Commercially Proven Efficiency
Speed up your sales cycle and prevent leads from going cold. Explore features such as multiple pipelines, automated email sequences, rotating lead assignment, and native WhatsApp integration directly within your workflow.
Find out what to consider when choosing a CRM
A decision matrix is only useful if it helps you avoid a costly mistake. If the sales team chooses a solution based on usability, but IT rejects it because of limited data governance, and Marketing is left without advanced automation, you’re not buying software—you’re creating an operational bottleneck that costs thousands of dollars a year.
The Dig RevOps Evaluation Framework was built on the foundation of dozens of B2B revenue architectures. It turns sales presentations filled with generic pitches into a cold, objective technical analysis of more than 25 operational requirements. In just a few minutes, you can weigh priorities and get a clear score for each vendor.
Don’t stay unsure about which software to choose. Walk away with clear, defensible justification for your executive team.