An international CPG company's procurement team needed to select a high-value CRM provider, but lacked a structured evaluation framework to make an objective, defensible decision. There was no async collaboration platform for gathering and aligning cross-functional stakeholder input. Vendor evaluation decisions were not tracked or documented, limiting future procurement learning.
A structured assessment tool with ratings and weightings enabled consistent evaluation of all CRM providers across relevant criteria and stakeholder perspectives. The platform served as a single source of truth for async collaboration, with decisions recorded with full traceability into evaluation rationale and stakeholder inputs.
Results
$225k savings delivered
>160 days saved
Vendor evaluations became consistent and bias-free across all criteria and stakeholders. Cross-functional teams aligned faster, all decisions were recorded and traceable, and a knowledge library was built for future procurement decisions. A structured vendor assessment framework with async collaboration and documented decisions transformed a complex, multi-function CRM selection into an objective, traceable process.