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CRM RFI/RFP
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Customer Relationship Management (CRM) Software RFI / RFP Template

Quickly and easily gather your CRM system requirements, prepare your RFI & 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 and comparing vendor responses. The CRM RFI/RFP Template will:


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 or RFP by just filling in the blanks. And as everything is in MS Excel, you can quickly and 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 or prepare your RFI and RFP.


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


It’s not like other CRM system requirements / RFI / RFP 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 RFI/RFP Template comprises:

  • An 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.
  • A Business Analysis worksheet, to better understand your current situation and collect more information.
  • 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).

 

Two CRM 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

60-Day 100% Full Money-Back Guarantee

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

 

Get a copy now and save your time gathering CRM system requirements and preparing your RFI / RFP

Get a copy from our online shop and have it delivered to your in-box. You’ll receive an email straight after payment, which has links for you to download your copy and print a receipt.

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

Customer Relationship Management Software RFI/RFP Template

Learn more ...

Download a FREE sample of the CRM RFI/RFP Template

The free sample includes instructions, table of contents, and sample worksheets. Available in MS Excel 97-2003, MS Windows 95-XP format, 212KB. (Works in all versions of MS Excel from 97-2003 to 2016). Click the button below:

Click to download a Free CRM RFI/RFP Template Sample

Check out the Table of Contents.

See how to use it from these screen shots.

View product technical details.

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

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.

(*) Plus VAT on RFI/RFP Templates sold into the European Union.

 

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