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E-commerce resource
ESP/CRM decision checklist
Choosing a new ESP or CRM is a big call. This practical checklist helps your team quickly assess your current setup, capture business needs and score potential platforms side by side. Use it to turn opinions into clear decision criteria and align marketing, product and leadership on the best next move.
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ESP/CRM decision checklist
In de handleiding vind je:
Inside, you’ll get:
- A current-state audit to capture performance benchmarks, pain points, costs(including hidden tool/time costs), and your integration/data landscape.
- A business-needs checklist to define CRM revenue goals, list growth, channel requirements, send volume, and required flows/reporting.
- A platform evaluation rubric covering segmentation, integrations, documentation, API flexibility, support, attribution/reporting, deliverability, personalization, and omnichannel capability.
- A decision and risk section to confirm stakeholder alignment, migration risks/backup plans, training/vendor support - and a simple 1-5 scoring framework to compare options.
Polaris Growth is a CLV e-commerce agency. We support ambitious online stores with: Klaviyo CRM, conversion optimization, data & analytics and ecommerce strategy.
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