Use the ‘CRM Software RFI/RFP Template’ to:
- quickly and accurately gather your CRM system requirements
- prepare your RFI and RFP for issue to software vendors
- facilitate a quick and easy evaluation and comparison of your vendor responses
The ‘CRM RFI/RFP Template’ will:
Save you time. Specify your system requirements and prepare your RFI and RFP much faster - as virtually all the CRM system requirement features and functions are listed. All you do is chose those you need and set their priorities.
Save you effort. 2900+ CRM system requirement features and functions have been carefully researched and listed, so you don’t have to recreate them. The Template helps you to be more thorough when specifying your requirements and not inadvertently miss out anything. And being in MS Excel, it is easy to amend and customise to your precise needs.
The standardised format helps vendors to clearly respond to each of your requirements and makes your evaluations and comparisons easy and effortless.
Save you money. Use the ’CRM RFI/RFP Template’ yourself - there’s no need to employ additional staff or resources to help you specify your requirements or prepare an RFP.
Reduce the risk of wrong system selection - by following this standard approach to specifying requirements and evaluating vendor responses.
The ‘CRM Software RFI/RFP Template’ is:
Impartial and unbiased.
Flexible and adaptable - so it can also be used for requirements gap analysis, brainstorming requirements and many other system selection tasks.
And includes CRM system requirements for: market research, marketing, sales, sales order and invoicing, customer support, field and service management, analytics / business intelligence and much more.
Click the link below, to find out more: