If you are about to specify your CRM software requirements, prepare an RFI or RFP ... then this is for you.
This “CRM RFI/RFP Template” covers nearly everything you will need for gathering your software requirements, building RFI’s, RFP’s and for evaluating and comparing CRM software vendor responses. It will:
SAVE YOU TIME
This template will save you time gathering your CRM software / system requirements, building RFI's, RFP's and evaluating vendor responses. You’ll save days, weeks or even months. It’s quick to use and lists virtually all the CRM system requirements you need. So, you won’t have to think up your requirements from scratch. It’s so much easier and quicker than traditional requirements gathering methods.
You’ll save time preparing your RFI’s and RFP’s, with the revised 2013 version templates - just fill in the blanks and amend as required - then issue to potential vendors. And save yet more time, as the standardised format makes it quick and easy to evaluate, score and compare vendor RFP responses.
SAVE YOU EFFORT
You will save effort because thousands of carefully researched CRM criteria are ready for you to use. You no longer have to research and create them yourself. The comprehensive and detailed CRM software and system coverage ensures that everything you need is included.
The CRM RFI/RFP Template will enable you to be more thorough when gathering your requirements. You will be able to prepare a complete specification without missing anything. In addition, it will stimulate your thoughts, give you ideas and make you aware of what the latest CRM software can do.
The sooner you use it, the sooner you’ll be able to focus on your specific needs. And avoid being side tracked with inappropriate tasks, or looking at potentially unsuitable software solutions.
There’s space for vendors to respond to your RFP requirements and for you to evaluate these responses. So you can easily make clear comparisons.
The RFI/RFP Template is simple to amend, customise and share, as it’s in MS Excel.
SAVE YOU MONEY
Use the RFI/RFP Template yourself. There is no need to take on extra staff, resources or use consultancy services. Moreover, it replaces the need for and the expense of bringing in additional resources to help you specify your requirements and prepare an RFP.
It costs only a fraction of the cost of a typical consultant for one day. Yet to produce the same output would take many days of traditional requirements gathering and RFP preparation effort. The “CRM RFI/RFP Template” represents outstanding value for money!
REDUCE YOUR RISK OF SELECTING THE WRONG CRM SOFTWARE
The last thing you want to do is to select the wrong software. You wouldn’t get your desired functionality or benefits. And it would be an expensive mistake, you’d be stuck with for years.
The “CRM RFI/RFP Template” can help reduce the risk of this happening. The RFI/RFP Template provides a standardised approach to gathering requirements in an orderly and structured way. It allows prospective vendors to respond to your specific needs without confusion. It is easy for you to evaluate and compare the responses. And, it follows a well-proven and widely used method for selecting new software.
All of which, provides for clarity and transparency. You can see what you need, who provides it and so identify the best solution(s) for your organisation.
IT’S COMPLETELY IMPARTIAL AND UNBIASED
The “CRM RFI/RFP Template” is completely impartial and unbiased. Software suppliers do not sponsor our products or services. Therefore, as there is no bias, it will not lead or force you towards any one or more particular CRM software package or supplier. It will however, lead you to what is best for you – the requirements you need for your organisation and the best software to do the job.
YOU CAN ALSO USE IT FOR:
- Justifying projects
- Obtaining board approval
- Requirements gap analysis
- Shortlisting software vendors
Whichever way you use the RFI/RFP Template, it will make a major contribution to your CRM project.
REVISED & UPDATED TEMPLATE FOR 2013
As well as bringing the software functional requirements completely up-to-date, the template has undergone a major format revision to make it faster and easier to use.
The key enhancements include:
- A reduced number of Excel worksheets, with now only 4 worksheets to fill in.
- All system requirements are on one ‘RFP Requirement Specification’ worksheet, listed in a logical order, to make it quicker and easier to configure to your needs.
- Separate, easy-to-amend RFI and RFP Templates (worksheets), to save time creating your own RFI and RFP.
- It’s now easier to create a full RFP for issue to vendors – just combine ‘RFP Requirement Specification’ and ‘RFP Template’ worksheets (or copy and paste).
- Improved Business Analysis worksheet, to better understand your current situation and collect more information.
- New evaluation scores comparison chart.
- Clearer instructions and larger font sizes, to make it easier to read and use.
TWO VERSIONS ARE AVAILABLE:
- Sales Force Automation (SFA) - listing (2018) criteria
- Customer Relationship Management (CRM) - listing (2926) criteria