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:
- Requirements Template, comprising 2665+ CRM system requirement features and functions
- Integrated vendor response, evaluation and scoring matrices and analysis
- Charts Template for comparing multiple vendor scores
- RFI and RFP Templates
- CRM system Business Analysis Template
- Template Instructions, plus tips for selecting CRM software
Download a free sample or see more product details. This ‘CRM RFI/RFP Template’ will:
SAVE YOU TIME
The Requirements 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, score, analyse and compare vendor RFP responses - saving you 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, scoring 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, prepare a RFI/RFP or evaluate responses.
HELP YOU TO SELECT THE RIGHT CRM SOFTWARE
The ‘CRM RFI/RFP Template’ provides clarity and transparency. You can clearly see your requirements, easily evaluate, score, analyse and compare vendor responses - and so identify the best software to meet your needs.
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 solution to meet your requirements.
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:
- Requirements Template (MS Excel) - a checklist of CRM system requirements arranged in a clear order - for quick and easy configuration to your needs. Plus space for vendor responses. And integrated vendor response evaluation / scoring matrices and automated analysis.
- Charts Template (MS Excel) for comparing response evaluation scores of up to four vendor proposals.
- Separate, easy-to-amend RFI and RFP Templates (MS Word documents), to save time creating your own RFI and RFP.
- CRM system Business Analysis Template (MS Excel), to help you understand your current situation and collect more information.
- Template Instructions, plus tips to help with your requirements specification, RFI, RFP, and evaluating vendor responses (PDF document).
TWO VERSIONS ARE AVAILABLE:
- Essentials Version - listing 2665 criteria
- Professional Version - listing 3320 criteria