CRO · Template · Beginner · Saves 20+ hours
RevOps Vendor Evaluation Matrix
A matrix for evaluating RevOps technology vendors.
What's included
- Evaluation criteria by category
- Weighted scoring model
- Integration assessment
- TCO model
- Reference check template
Best used when
- Evaluating new tools
- Replacing existing vendors
- Consolidating tech stack
- Justifying purchases
The template
The Template
EVALUATION CRITERIA
Vendor Scorecard
VENDOR EVALUATION SCORECARD
VENDOR: _______________
CATEGORY: _______________
EVALUATOR: _______________
DATE: _______________
FUNCTIONALITY (30%):
Core features: _____/5
Our specific needs: _____/5
Ease of use: _____/5
Mobile support: _____/5
Score: _____/20 × 30% = _____
INTEGRATION (25%):
CRM integration: _____/5
API quality: _____/5
Data sync reliability: _____/5
Implementation effort: _____/5
Score: _____/20 × 25% = _____
VENDOR (20%):
Company stability: _____/5
Support quality: _____/5
Roadmap alignment: _____/5
Customer success: _____/5
Score: _____/20 × 20% = _____
COST (15%):
License cost: _____/5
Implementation cost: _____/5
TCO reasonability: _____/5
ROI potential: _____/5
Score: _____/20 × 15% = _____
SECURITY (10%):
SOC 2 compliance: _____/5
Data handling: _____/5
Score: _____/10 × 10% = _____
TOTAL SCORE: _____/100
Vendor Comparison Matrix
| Criteria | Weight | Vendor A | Vendor B | Vendor C |
|---|---|---|---|---|
| Functionality | 30% | |||
| Integration | 25% | |||
| Vendor quality | 20% | |||
| Cost | 15% | |||
| Security | 10% | |||
| TOTAL | 100% |
TCO MODEL
Total Cost of Ownership
3-YEAR TCO CALCULATION
LICENSE COSTS:
Year 1: $_____
Year 2: $_____
Year 3: $_____
Subtotal: $_____
IMPLEMENTATION:
Implementation fee: $_____
Integration work: $_____
Data migration: $_____
Subtotal: $_____
ONGOING:
Training: $_____
Maintenance: $_____
Support: $_____
Subtotal: $_____
INTERNAL COSTS:
Admin time: _____ hrs × $_____ = $_____
User time saved: _____ hrs × $_____ = -$_____
Subtotal: $_____
3-YEAR TCO: $_____
Frequently asked questions
What is the RevOps Vendor Evaluation Matrix?
A matrix for evaluating RevOps technology vendors.
Who is the RevOps Vendor Evaluation Matrix for?
It is built for CROs and their teams working on Revenue Operations. The AI coach adapts it to your company, stage, and goals.
How long does the RevOps Vendor Evaluation Matrix take to use?
It saves roughly 20+ hours versus building from scratch. Our AI coach can tailor the template to your situation in minutes, then hand you a step-by-step plan.
Is the RevOps Vendor Evaluation Matrix free?
Yes. You can read the full template and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the RevOps Vendor Evaluation Matrix?
The coach teaches you the framework, asks a few questions about your business, tailors the template to you, and gives you measurable next steps to execute.