What’s changed in this version?
As well as bringing the software functional requirements up-to-date, the CRM Software RFI/RFP Template has undergone a major upgrade to enhance its capability, and make it quicker and easier to use.
The main enhancements include:
- An upgraded and enhanced multi-purpose Requirements Template (MS Excel) with sections for requirements specification, vendor responses and matrices for evaluation, scoring, costs and analysis of vendor responses.
- A new separate Charts Template (MS Excel) for comparing the response evaluation scores of up to 4 vendor responses. The Charts Template and Requirements Templates are linked templates.
- Separate, easy-to-amend RFI and RFP Templates (MS Word), to save time creating your own RFI and RFP.
- Improved CRM system Business Analysis Template (MS Excel), to better understand your current situation and collect more information.
- Full instructions and tips for selecting your new CRM software.
Date published - March 2017
Author - Axia Consulting Ltd
Format - Microsoft Excel / Word 2010, Microsoft Windows 10 format
CRM Software RFI/RFP Templates work in all versions of MS Excel / Word from 2010 to 2016 and Windows 10.
The minimum recommended system requirements are 2 MB free disk space, MS Excel / Word 2010 or later versions, MS Windows 10 and a CD / DVD drive (if ordering a CD).