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Axia Celebrating 20 Years: 1994-2014 CRM RFI/RFP
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Customer Relationship Management (CRM) Software RFI/RFP Template

A smarter way to gather your CRM system requirements, prepare your RFI and  RFP, and also evaluate vendor responses

If you are about to specify your CRM software requirements, prepare an RFI or RFP ... then this is for you.

Here's why:

Our ‘CRM RFI/RFP Template’ covers nearly everything you’ll need for gathering your software requirements, preparing your RFI and RFP, and for evaluating and comparing CRM software vendor responses. Download a FREE CRM RFI/RFP Template Sample and find out more. The CRM RFI/RFP Template will:


SAVE YOU TIME

This template will save you time gathering your CRM software / system requirements, preparing RFI's, RFP's and evaluating vendor responses. You’ll save days, weeks or even more. 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 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 CRM RFI/RFP Template yourself. There is no need to take on extra staff or resources. 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. And so, the RFI/RFP Template 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 CRM RFI/RFP Template, it will make a major contribution to your project.

 

Key Features

 

RFI/RFP TEMPLATE COMPONENTS

The CRM RFI/RFP Template comprises:

  • A RFI Template, RFP Template, Requirements Specification, Business Analysis, Instructions and Software Selection Overview.
  • 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 easy 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.

 

TWO VERSIONS ARE AVAILABLE:

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

CONTENTS

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

DOWNLOAD A FREE CRM RFI/RFP TEMPLATE SAMPLE AND FIND OUT MORE

The free sample includes instructions, full contents details, and sample worksheets for you to try out. (Available in MS Excel 97-2003, MS Windows 95-XP format, 197KB). Click the button below:

Click to download a Free CRM RFI/RFP Template Sample

Or view the full contents details.

Alternatively, see from these sample page screen shots how to use it.

View the product technical details.

 

OUR RFI/RFP 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 ...

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 $

346*

453*

Euro €

272*

355*

Plus VAT on RFP Templates delivered within the UK. (*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

 

60-Day 100% Full Satisfaction Money-Back Guarantee

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

 

SWREG/Digital River Secure Payment

If you prefer not to use a credit card or wish to pay by cheque on receipt of an invoice, 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. (Additional charges for CD creation and packaging / posting apply).

CRM RFI/RFP Template - click here for more screenshots

CRM RFI/RFP Template

SFA RFI/RFP Template (Sales Force Automation)    GBP 195 Click here to buy - SFA (Sales Force Automation) RFI/RFP Template

CRM RFI/RFP Template (Customer Relationship Management) GBP 255Click here to buy - CRM (Customer Relationship Management) 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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