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CRM Software RFI/RFP Template Screen Shots

Requirements Template and Request for Proposal screen shots

CRM RFI/RFP Template - Requirements Specification, Vendor Response and Evaluation

Upgraded and enhanced multi-purpose Requirements Template for:

1. Your system requirements

2. Vendor response to your requirements

3. Your evaluation, scoring and automated analysis of the vendor response

Template includes costs, extended analyses and hyperlinks for quick access to systems requirements modules. Plus Table of Contents.

Requirements Template - CRM Software Requirements Specification, Vendor Response and Evaluation Scoring and Analysis

CRM RFI/RFP Template - Summary of Scores by Module

Quickly see from the ‘Summary of Scores by Module’ analysis - which modules from a vendor meet your requirements and whether the vendor meets your requirements in total.

Requirements Template - CRM Software - Summary Scores by Module

CRM RFI/RFP Template - Vendor Response Analysis

The Vendor Response Analysis shows how the vendor responded to your requirements - selecting their answers from a drop down menu containing a range of possible responses.

The ‘Count’ and ‘Percentage %’ provide a good indication of how well the vendor solution meets your requirements.

Requirements Template - CRM Software - Vendor Response Analysis

CRM RFI/RFP Template - Cost Comparison

The Cost Comparison compares initial vendor quoted costs for purchase vs SaaS options over 3 and 5 years .

Requirements Template - CRM Software - Cost Comparison

CRM RFI/RFP Template - Cost-Score Ratio

The Cost-Score Ratio is automatically calculated - the lower the ratio, the better

Requirements Template - CRM Software - Cost-Score Ratio

CRM RFI/RFP Template - Evaluator Scoring Progress

Requirements Template - CRM Software - Tracking progress of evaluator scoring (completed scorings)

CRM RFI/RFP Template - Evaluator Scoring Outstanding

Requirements Template - CRM Software - Tracking progress of evaluator scoring (outstanding scorings)

Easily monitor the progress of evaluator scorings, with automatically calculated completed and outstanding scorings.

CRM RFI/RFP Template - Requirements Template as delivered CRM RFI/RFP Template - RFP Template as delivered

Requirements Template - CRM Software Requirements Template (as delivered)

RFP Template (as delivered)

Charts Template screen shots

CRM RFI/RFP Charts Template - Comparison of Evaluated Weighted Scores - Summary CRM RFI/RFP Charts Template - Comparison of Evaluated Weighted Scores - Summary (excluding vendor totals)

Charts Template - CRM Software - Comparison of Evaluated Weighted Scores Summary

Charts Template - CRM Software - Comparison of Evaluated Weighted Scores Summary (excluding vendor totals)

Chart shows which vendor has the highest overall score (provides the optimum functionality) - in this example: Vendor B (in green).

CRM RFI/RFP Charts Template - Comparison of How Vendors Meet Requirements CRM RFI/RFP Charts Template - Comparison of How Vendors Meet Requirements Analysed

Chart shows similar results to the previous chart. However, by excluding the totals, the scores for the individual modules / sections can be more clearly seen.

Chart on the left shows how the vendors responded to your requirements, after selecting response options from the drop down menu.

Chart on the right analyses the responses into meeting your requirements now / in the future / may meet / or not meeting your requirements. In this example, Vendor B meets more requirements now than the other vendors.

Charts Template - CRM Software - Comparison of How Vendors Meet Your Requirements

CRM RFI/RFP Charts Template - Comparison of Vendor Costs - Purchase over 3-Years CRM RFI/RFP Charts Template - Comparison of Vendor Costs - SaaS over 3 Years

Charts Template - CRM Software - Comparison of Vendor Costs - over 3 years - Purchase vs SaaS/rental options

Charts compare indicative vendor costs for each option. In these examples, Vendor B has lowest costs for both options compared with the other vendors. Over 3 years, Saas/Rental is less than purchase..

CRM RFI/RFP Charts Template - Comparison of Vendor Costs - Purchase over 5 Years CRM RFI/RFP Charts Template - Comparison of Vendor Costs - SaaS over 5 Years

Charts Template - CRM Software - Comparison of Vendor Costs - over 5 years - Purchase vs SaaS/rental options

Charts compare indicative vendor costs for each option. In these examples, Vendor B has lowest costs for both options compared with the other vendors, Over 5 years, purchase is less than Saas/Rental..

CRM RFI/RFP Charts Template - Comparison of Cost-Score Ratios

Chart compares total costs divided by total evaluated weighted scores. The lowest cost-score ratio for each time period indicates the best option.

In this example, over 3 years, Vendor B has lowest cost-score ratio for SaaS option, whilst over 5 years, Vendor B has the lowest cost-score ratio for the purchase option.

Charts Template - CRM Software - Comparison of Cost-Score Ratios - Purchase vs SaaS - over 3 vs 5 years

CRM RFI/RFP Charts Template - Comparison of Evaluated Weighted Scores - Marketing Module

Charts Template - CRM - Comparison of Evaluated Weighted Scores - Marketing Module

Chart shows which vendor has the highest score (provides the optimum functionality) - for the Marketing Module (in this example: Vendor B - green bar).

The Charts Template contains charts for all other CRM modules similar to the above ‘Comparing Evaluated Weighted Scores’ for Marketing Module (both including and excluding vendor totals).

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CRM RFI/RFP Charts Template - Comparison of Evaluated Weighted Scores - Marketing Module (excluding vendor totals)

Charts Template - CRM - Comparison of Evaluated Weighted Scores - Marketing Module (excluding vendor totals)

Chart shows similar results to the previous chart. However, by excluding the totals, the scores for the individual marketing module components can be more clearly seen.

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