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The free sample includes Requirements Template (xlsx), RFP Template (docx) and Instructions (pdf). Available in zip file, 789KB. (Works in all versions of MS Excel / Word from 2010 to 2016).

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Customer Relationship Management (CRM) Software RFI/RFP Template

Quickly and easily gather CRM system requirements, prepare your RFI and RFP, and evaluate vendor responses

This ‘CRM RFI/RFP Template’ covers nearly everything you need for gathering CRM system requirements, preparing your RFI and RFP (for issue to software vendors) and for evaluating, scoring and comparing vendor responses.

The CRM Software RFI/RFP Template will:

Essentials Version

2665 Criteria

GBP 285 *

Click here to buy: CRM RFI/RFP Template - Essentials Version

 

Professional Version

3320 Criteria

GBP 355 *

Click here to buy: CRM RFI/RFP Template - Professional Version

 

  • (*) Plus VAT when sold into the EU.
  • 60-Day 100% Full Money-Back Guarantee.
  • Secure shop - most currencies accepted.
  • We value your privacy. Compare versions.

Save you time identifying and gathering your software / system requirements because thousands of carefully researched criteria are listed. Simply choose those you need and set priorities for each criteria. Then quickly prepare your RFI and RFP by just filling in the blanks. As its all in MS Excel / Word, you can easily configure to your precise needs.


Save you effort as you don’t have to start from scratch. The template reduces the effort involved with specifying requirements and preparing RFI’s / RFP’s.

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 as you can use the template yourself. There’s no need for extra staff or resources to help you specify your requirements, prepare your RFI and RFP or evaluate responses.


Help you to select the right system by providing clarity and transparency. You can clearly see your requirements, easily evaluate, score, analyse and compare vendor responses and so identify the best software solution for your needs.


It's not like other CRM system requirements / RFI / RFP and evaluation templates, because it’s:

  • Totally impartial and unbiased towards any software vendor
  • Completely flexible and can also be used for other software selection tasks such as justifying projects, obtaining board approval, requirements gap analysis, shortlisting software vendors.

 

Key features

The CRM Software RFI/RFP Template comprises:

  • Requirements Template (MS Excel) - listing CRM system requirements in a clear order - for quick and easy configuration to your needs. Plus integrated vendor response, scoring matrices and automated analysis.
  • Charts Template (MS Excel) for comparing response evaluations of 4 vendor proposals.
  • Separate, easy-to-amend RFI and RFP Templates (MS Word), to save time creating your own RFI and RFP.
  • CRM system Business Analysis Template (MS Excel), to better understand your current situation and collect more information.
  • Template Instructions, plus tips to help with your software selection.

Comparison of Versions - Contents

Essentials Version

Professional Version

Instructions (PDF)

Yes

Yes

RFI Template (MS Word)

Yes

Yes

RFP Template (MS Word)

Yes

Yes

Business Analysis Template (MS Excel)

Yes

Yes

Charts Template (MS Excel)

Yes

Yes

Requirements Template (MS Excel) which includes requirements specification, vendor response, evaluation and scoring matrices, costs and analysis

Yes

Yes

Systems requirements features / functions included in the Requirements Template:

 

 

- market research

Yes

Yes

- marketing

Yes

Yes

- 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 requirements

Yes

Yes

- software / system support and services

Yes

Yes

- invoicing

 

Yes

- customer support

 

Yes

- field and service management

 

Yes

- contact centre

 

Yes

Our RFI/RFP Checklist Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / government business 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.

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


“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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If you are not completely satisfied with a Template – simply email us within 60 days from purchase.

 

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