CRM REP USABILITY TEST — NORTHSTAR SELECT
Original evaluation worksheet. Not a vendor ranking or usability benchmark.
Guide: https://riaselect.com/guides/best-crm-small-sales-teams/

PURPOSE
Compare two CRM finalists using ordinary sales work, not a guided sales demo.
Use synthetic records only. Do not connect real email or upload customer data
without your organization's approval. Test the exact intended subscription
tier and role; a trial may enable features absent from the quoted plan.

SETUP
Candidate A / tier / date: _______________________________________________
Candidate B / tier / date: _______________________________________________
Rep role / device / prior experience with either tool: ___________________
Essential tasks and team-agreed time limits: _____________________________
Give equal introductory training and identical sample records. Alternate
the order of candidates across participants where practical. Record help
given; do not silently coach one candidate more than the other.

TASKS — repeat the same tasks in each candidate
1. Create a synthetic contact and deal with an owner and next action.
2. Find an overdue follow-up and schedule the agreed next action.
3. Record a fictional call outcome and find it again from the deal.
4. Update the stage and next action on the rep's actual working device.
5. Hand the deal to another authorized test user; have them identify what
   happened and what to do next without verbal explanation.
6. Find and correct a deliberately incomplete record without a shadow sheet.

RECORD FOR EACH TASK (copy this block six times)
Task number: ___  Candidate: ___  Participant: ___
Completed correctly without assistance? yes / no
Elapsed time: ___  Assistance or documentation needed: ___________________
Incorrect or missing fields / duplicate entry: __________________________
Could the next authorized user act from the saved record? yes / no
Observed blocker and required configuration or plan upgrade: ____________
Retest result after the same training allowance: ________________________

DECISION
Do not average away an essential-task failure. Resolve the blocker, retest,
or remove the candidate. Compare accuracy and assistance before speed.
Small samples describe these tasks and users, not all salespeople.
Keep subscription, setup, training and administration costs separate.
Required configuration owner: ___  Retest date: ___
Chosen candidate and evidence: __________________________________________
Unresolved risks / reasons not to buy yet: _______________________________

AFTER PURCHASE
Check real workflow quality with the CRM adoption guide and workbook:
https://riaselect.com/guides/crm-adoption-small-sales-team/
This worksheet is for workflow evaluation, not employee performance scoring.