|
If you are looking at specifying your CRM system requirements and preparing an RFI or RFP ... then this is for you.
Here's why:
We have a professional template called, the "CRM System Requirements RFI/RFP Checklist." It covers nearly everything you need for gathering or specifying CRM system requirements, building an RFI or RFP for issue to software vendors, and for evaluating and comparing vendor responses.
SAVES YOU TIME
Use our template and you will save time gathering your CRM system requirements, building RFI's / RFP's and evaluating vendor responses. How much time you’ll save varies from project to project – days, weeks or even months, depending on what you are doing. Our template is 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.
Picture this. No more blank faces, staring at a blank white board. No more struggling to come up with requirements. Now everyone can start with lists of potential requirements. You just have to choose which ones you need. This is so much easier and quicker than traditional requirements gathering methods.
You’ll also save time preparing your RFI’s and RFP’s, as your requirements quickly build into RFI’s or RFP’s for issue to potential vendors. And save yet more time, as the standardised format makes it quick and easy to evaluate and compare vendor RFI/RFP responses.
SAVES YOU EFFORT
You will save effort because thousands of CRM system criteria have been carefully researched and listed. They are there, ready for you to use. You no longer have to research and create them yourself. Our comprehensive and detailed CRM system coverage ensures that everything you need is included.
The CRM Checklist will enable you to be more thorough when gathering your requirements. You will be able to prepare a complete specification without missing any parts. In addition, it will stimulate your thoughts, give you ideas and make you aware of what the latest CRM systems can do.
The sooner you use it, the more it will help you to focus on your specific needs. Along with helping you to avoid being side tracked with inappropriate tasks or looking at potentially unsuitable software solutions.
As the RFP Checklist is in Microsoft Excel, you can easily share, amend, customise and tailor to your precise needs. You can work the way that suits you best.
The standardised format includes space for vendors to respond to your requirements in your RFI or RFP and for you to evaluate these responses. It makes comparisons clear and effortless.
SAVES YOU MONEY
If you are on a tight budget, then this will help. There is no need to take on extra staff or resources to use the RFP Checklist. Moreover, it replaces the need for (and the expense of) bringing in consultants or service providers to help specify requirements / 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 more than 20 days of traditional requirements gathering effort. The “CRM System Requirements RFI/RFP Checklist” represents outstanding value for money!
REDUCES THE RISK OF SELECTING THE WRONG CRM SYSTEM
The last thing you want to do is to select the wrong system. 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 System Requirements RFI/RFP Checklist” can help reduce the risk of this happening.
The RFP Checklist 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.
And it's not like any other Checklist or template you've looked at.
Why?
IT’S COMPLETELY IMPARTIAL AND UNBIASED
The “CRM System Requirements RFI/RFP Checklist” is completely impartial and vendor neutral. Software vendors 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 packages or vendors. 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.
IT’S UP TO DATE
The RFP Checklist is regularly updated, based on a combination of experience, extensive research and what the latest systems can do. The latest version was issued in July 2011.
IT CAN ALSO BE USED FOR:
- Helping to justify and get board approval for a new project
- Assisting in brainstorming meetings – getting users to discuss their new system needs
- Learning more about the latest CRM systems and their functionality
- Comparing with an existing requirements specification – to make sure everything is included in the existing requirements specification
- Adding more detail to user requirements, during the system implementation phase
Whichever way you use a RFP Checklist, it will make a major contribution to your CRM project.
Key Features
Here's a quick look at what you'll find in "CRM System Requirements RFI/RFP Checklist":
- 2125 Customer Relationship Management criteria, 901 system wide, operations, technology and support criteria, and 333 business analysis and overview criteria
- CRM systems selection overview – to guide you through the whole system selection process
- Clear and simple instructions
CONTENTS
Two versions of the “CRM System Requirements RFI/RFP Checklist” are available. There is a Corporate version (for larger organisations, which includes everything) and a SME version (for smaller organisations, which is a cut down version). The table below lists the contents of each version.
|
