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Customer Relationship Management (CRM) Software RFI/RFP Template

Quickly and easily gather your CRM system requirements and prepare your Request for Information / Proposal

This ‘CRM Software RFI/RFP Template’ covers nearly everything you need for gathering your CRM system requirements, preparing your RFI and RFP, and for evaluating and comparing CRM software vendor responses. It includes:

  • A checklist of 2926 CRM system requirement features and functions
  • RFI and RFP Templates
  • CRM system ‘business’ analysis worksheet
  • Instructions and CRM software selection overview

 Download a free sample or see more product details. This ‘CRM RFI/RFP Template’ will:


SAVE YOU TIME

The template is quick to use and lists virtually all the CRM system requirement features and functions you will need. So, you won’t have to think them up from scratch. Just choose those you need and set their priorities. You can easily amend them or add your own CRM system requirements in this simple-to-use Excel spreadsheet.

You’ll also save time preparing your RFI and RFP - just fill in the blanks on the templates and amend as required - then issue to vendors.

And, because the templates and requirements follow a standardised format - it’s quick and easy to evaluate and compare vendor RFP responses - and so save even more time.


SAVE YOU EFFORT

Start your requirements gathering with a list of thousands of carefully researched CRM system features and functions, ready for you to use. It’s comprehensive and detailed. Everything you need is included - saving you effort capturing requirements.

The ‘CRM RFI/RFP Template’ will enable you to be more thorough and prepare a complete specification, RFI and RFP without missing anything. In addition, it will stimulate your thoughts and ideas about what you want from your new CRM system.

The standardised format also helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.


SAVE YOU MONEY

Not only will you save time (and hence money), the ‘CRM RFI/RFP Template’ is a template you use yourself - so, there’s no need for (or the expense of) extra staff or resources to help you specify your requirements and prepare an RFP.


REDUCE THE RISK OF SELECTING THE WRONG CRM SOFTWARE

The ‘CRM RFI/RFP Template’ provides clarity and transparency. It combines a standardised format for gathering requirements and preparing your RFI and RFP, with a well-proven and widely used method for selecting new CRM software.

You can see your requirements, easily evaluate and compare vendor responses - and so identify the best solution(s) for your organisation.


IT’S IMPARTIAL

The ‘CRM RFI/RFP Template’ is impartial and unbiased. It will not force you towards a particular CRM software or supplier. It will however, lead you to what is best for you – the requirements you need for your organisation and the best system to do the job.


YOU CAN ALSO USE IT FOR:

  • Justifying CRM software projects
  • Obtaining board approval
  • Assisting in requirements gathering brainstorming meetings
  • Requirements gap analysis

 

MORE PRODUCT DETAILS...

 

THE CRM SOFTWARE RFI/RFP TEMPLATE COMPRISES (in one MS Excel spreadsheet):

  • The Requirements Specification - listing CRM system requirements arranged in a clear order - for quick and easy configuration to your needs. Plus a table of contents and evaluation scores comparison chart.
  • Easy-to-amend RFI and RFP Templates, to save you time creating your own RFI and RFP.
  • CRM system Business Analysis worksheet, to help you understand your current situation and collect more information.
  • Instructions and Software Selection Overview.

 

TWO VERSIONS ARE AVAILABLE:

  • Sales Force Automation (SFA) - listing 2018 criteria
  • Customer Relationship Management (CRM) - listing 2926 criteria
     

CONTENTS AND COMPARISON OF VERSIONS

SFA RFI/RFP Template

CRM RFI/RFP Template

Instructions

Yes

Yes

Software Selection Overview

Yes

Yes

Business Analysis

Yes

Yes

RFI Template

Yes

Yes

RFP Template

Yes

Yes

RFP Table of Contents

Yes

Yes

RFP scores

Yes

Yes

RFP Requirement Specification modules:

 

 

- sales

Yes

Yes

- sales order processing

Yes

Yes

- advanced analytics and business intelligence

Yes

Yes

- common requirements across all modules

Yes

Yes

- systems operations

Yes

Yes

- technology

Yes

Yes

- software / system support and services

Yes

Yes

- market research

 

Yes

- marketing

 

Yes

- customer support

 

Yes

- field and service management

 

Yes

- contact centre

 

Yes

FIND OUT MORE...

Download a FREE sample of the CRM RFI/RFP Template (212KB MS Excel 97-2007 file), which includes:

  • Sample CRM System Requirements Specification and Table of Contents
  • Sample RFI and RFP Templates
  • Instructions how to use the RFI/RFP Template

 

Click to download a Free CRM RFI/RFP Template Sample

 

Or view the full contents details / sample page screen shots / product technical details.

 

WHO THE CRM SOFTWARE RFI/RFP TEMPLATE IS SUITABLE FOR...

It is suitable for anyone involved with replacing their organisation’s CRM system or selecting new CRM software, irrespective of the size or type of organisation.

Our RFI/RFP Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / public sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries.

Don’t just take our word for it - see what other people have to say...

 

WHEN TO USE IT...

Use it for the requirements gathering, vendor communications (RFI/RFP) and response evaluation stages of your CRM software selection process. However, as the template is highly flexible and adaptable, you can use it at nearly every software selection stage!

60-DAY 100% FULL MONEY-BACK GUARANTEE

If you are not completely satisfied with a Template – simply email us within 60 days from purchase and we will give you a full refund on the spot.

PRICES – for electronic delivery straight to your in-box

SFA RFI/RFP Template

CRM RFI/RFP Template

GBP Sterling

195

255

US Dollars $

310*

405*

Euro €

275*

360*

Plus VAT on RFP Templates sold into the European Union. (*Indicative US Dollar and euro prices - online shop prices may vary due to exchange rate fluctuations).

 

WE VALUE YOUR PRIVACY

We will not rent, sell or give your details to any other organisation. We treat every purchase you make in complete confidence. Software vendors will not be able to contact you, unless you make contact first. View privacy statement.

 

GET A COPY NOW

Get a copy from our online shop and have it delivered to your in-box.

You will receive an email straight after payment, which has links for you to download your copy and print a receipt.

Shop with confidence. Buy now, using the secure servers of our billing partner, SWREG/Digital River. Most major credit and debit cards are accepted. All major currencies are accepted.

SFA RFI/RFP Template            

Price for electronic delivery straight to your in-box:

GBP 195

Click here to buy - SFA (Sales Force Automation) RFI/RFP Template

 

 

CRM RFI/RFP Template

Price for electronic delivery straight to your in-box:

GBP 255

Click here to buy - CRM (Customer Relationship Management) RFI/RFP Template

 

If you prefer not to use a credit card or wish to pay by cheque on receipt of an invoice, or need to use a Purchase Order Number, or want a CD, click here.                                            We will despatch your order within 24 hours. GBP Pound Sterling, US Dollars and euro currencies accepted. 30-day terms.

Customer Relationship Management (CRM) Software RFI/RFP Template - click here for screen shots

Customer Relationship Management (CRM) Software RFI/RFP Template

“Your CRM Checklist (Template) saved us over 44 man hours during the requirements definition phase of the project.

I am very grateful for your service”

David Cannon, President, Certtest Inc. Irving, Texas, USA

“Your Checklist was of great use to me in preparing for vendor selection...

... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements”

Dr Stephen Hutson, Director, Pharma4sight, Essex, UK

“We have used the Axia System Requirements Checklists (Templates) as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years.

These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities.

I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.”

Richard Mackenzie, MRM Programme Manager, RAC, Perth, Western Australia

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