The client was approaching a critical decision point regarding its long-standing CRM platform. The organization had evolved significantly since the inception of the platform, expanding its audiences, programs, and strategic initiatives.
Leadership recognized that before initiating a time-intensive RFP process, they needed a clear, unbiased understanding of
Noetic Sales Enablement was engaged to lead a structured qualitative assessment to inform a data-driven decision: optimize the current platform or move forward with a full CRM RFP and vendor evaluation.
Noetic partnered closely with executiveleadership to design and execute a rigorous, phased approach that balancedobjectivity, organizational context, and long-term strategic impact.
Noetic conducted in-depth interviews with cross-functional teams spanning sales, services, partnerships, digital strategy, destination development, integrated brand, public relations, research, and executive leadership.
The assessment focused on
All feedback was coded, analyzed, and synthesized into a structured qualitative read-out to separate perception from root cause and highlighting systemic versus team-specific opportunities for improvement.
Rather than producing a binary “replace vs. stay”answer, Noetic delivered a nuanced evaluation outlining
This enabled leadership to make an informed decision grounded in evidence, not anecdote.
Once the decision was made to proceed with a CRM RFP,Noetic translated qualitative findings directly into functional and strategic requirements.
The RFP was designed to:
Noetic supported the full vendor evaluation process, including:
