Free Checklist · 2 pages · PDF
The Revenue Intelligence Buyer's Checklist
Sixteen questions to ask every vendor before you buy a dashboard that still needs your reps to do the work.
What’s inside
- 16 questions in four groups: data capture, intelligence, CRM trust, deployment
- A side-by-side view of CRM plugins, activity trackers and conversation intelligence
- The questions that expose tools which only log activity
Written for revenue leaders running a vendor evaluation.
About this checklist
Revenue intelligence tools look similar in a demo. Some only log activity and add a dashboard, while the work of updating the CRM stays with your reps. This checklist helps separate the two before you sign.
It groups 16 questions into data capture and sources, intelligence and classification, CRM integration and trust, and deployment and value. A short comparison table shows how CRM plugins, activity trackers and conversation intelligence differ.
Frequently asked questions
- What should I ask a revenue intelligence vendor?
- Ask how it captures data without rep action, whether it covers LinkedIn and meeting transcripts as well as email, how it classifies intent, whether it writes to your CRM, how updates are approved, and whether every change has an audit trail.
- What is the difference between activity tracking and conversation intelligence?
- Activity tracking records that an email or meeting happened. Conversation intelligence reads what the conversation says, so it can tell an RFP from a support question and flag a deal that is going quiet.
- Why does human approval matter for CRM updates?
- An AI that writes to the CRM without review can turn a support email into a phantom opportunity. Approval before an update lands keeps CRM data trustworthy, and an audit trail shows where each change came from.
- Should the vendor have a SOC 2 report?
- Yes. The checklist asks for a current SOC 2 report, not one that is in progress. ZUUZ is SOC 2 Type I certified.