Evaluate Customer Success Platforms with Confidence

Finding the right customer success platform is critical for SaaS teams looking to reduce churn, drive expansion revenue, and scale their CS operations. This Customer Success Platform Vendor Evaluation Form helps CS leaders, RevOps teams, and procurement professionals systematically assess vendor capabilities across the features that matter most.

Why This Template Works for SaaS Teams

Built specifically for customer success teams evaluating platforms like Gainsight, ChurnZero, Totango, and emerging CS solutions, this template covers:

• Health scoring and risk detection — How well does the platform identify at-risk accounts?
• Playbook automation — Can you automate touchpoints, workflows, and success plans?
• Renewal forecasting — Does it provide accurate predictions on churn and retention?
• Expansion tracking — How effectively does it surface upsell and cross-sell opportunities?

The form also evaluates integration capabilities, reporting features, pricing models, and vendor support—giving you a complete picture before making a decision.

Streamline Procurement with Paperform

Using Paperform for vendor evaluation means you can:

• Customize evaluation criteria to match your specific CS tech stack and workflows
• Collect structured feedback from multiple stakeholders (CS managers, RevOps, IT, finance)
• Track responses in one place with built-in analytics and submission management
• Automate next steps by connecting to your CRM, Slack, or project management tools

For teams managing multiple vendor evaluations, you can use Stepper to automate the entire procurement workflow—routing evaluations for approval, triggering follow-up tasks, and keeping stakeholders updated at every stage.

Who This Template Is For

This template is ideal for:

• Customer Success Leaders building or upgrading their CS tech stack
• RevOps and Operations Teams standardizing vendor selection processes
• Procurement Professionals in SaaS companies evaluating B2B software
• Finance Teams comparing pricing models and ROI across platforms

Whether you're a Series A startup implementing your first CS platform or an enterprise team consolidating tools, this template provides the structure you need to make data-driven vendor decisions with confidence.