Vendor Evaluation Matrix

The Challenge

Evaluating vendors requires comparing proposals, demo notes, and reference feedback across multiple dimensions. Building fair comparison matrices takes hours of manual compilation.

The AI Desk Solution

AI Desk compiles vendor information into structured evaluation matrices with scoring recommendations.

The Workflow

Step 1: Vendor Data

Input: "Compare CRM vendors for selection"
Sources: Proposals, demo notes, references

Step 2: Matrix Generation

• Feature comparison
• Pricing normalization
• Reference synthesis

Step 3: Evaluation Matrix

📊 Vendor Evaluation: CRM Selection

VENDORS EVALUATED
├── Vendor A: Salesforce
├── Vendor B: HubSpot
└── Vendor C: Pipedrive

FEATURE COMPARISON (1-5 scale)
┌──────────────────┬───┬───┬───┐
│ Capability       │ A │ B │ C │
├──────────────────┼───┼───┼───┤
│ Contact Mgmt     │ 5 │ 4 │ 4 │
│ Pipeline         │ 5 │ 4 │ 5 │
│ Reporting        │ 5 │ 3 │ 3 │
│ Integrations     │ 5 │ 4 │ 3 │
│ Ease of Use      │ 3 │ 5 │ 5 │
│ Mobile App       │ 4 │ 4 │ 4 │
├──────────────────┼───┼───┼───┤
│ Feature Score    │4.5│4.0│4.0│
└──────────────────┴───┴───┴───┘

PRICING (annual, 50 users)
├── Salesforce: $75,000
├── HubSpot: $42,000
└── Pipedrive: $30,000

REFERENCE FEEDBACK
├── Salesforce: "Powerful but complex"
├── HubSpot: "Great for marketing alignment"
└── Pipedrive: "Simple, sales-focused"

RECOMMENDATION
Based on your requirements (scale, reporting):
├── Best fit: Salesforce
├── Best value: HubSpot
└── Simplest: Pipedrive

Value Proposition

• Time Saved: 3 hours per evaluation
• Fair Comparison: Structured criteria
• Better Decisions: Data-driven selection