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CRM RFI/RFP Template - Screen Shots

Request for Proposal Template

CRM RFI/RFP Template: Request for Proposal Template

Straightforward format with separate worksheets for Instructions, Business Analysis, RFI Template, RFP Template, RFP Requirement Specification, RFP TOC and RFP Scores. Click tabs to access.

RFP Template (above) - fill in the blanks and amend as required.

CRM - Sales

CRM RFI/RFP Template: Sales

Benefit from thousands of carefully researched functional requirements covering all areas of your CRM software.

Additional columns for stating:
- (C) criteria currently in use
- (W) importance weighting (priority) of a future requirement
- Vendor response to your requirements
- (S) your scoring of the vendor response
- (WS) weighted score (automatically calculated)

CRM - Sales (with example requirements specified)

CRM RFI/RFP Template: Sales Specification

Configure your functional requirements to your precise needs. Add, delete or amend  as necessary. Or even change the layout - you have complete flexibility.

Choose your importance weighting (W) for each future requirement. Various numerical ranges can be used - an easy-to-use range is: 4 - a mandatory requirement
3 - an essential requirement
2 - a desirable requirement
1 - a nice to have requirement
0 - not needed

CRM - Customer Support (with example vendor responses and scoring)

CRM RFI/RFP Template: Customer Support

Example: Vendor
response: stating how
their software &
which version meets
your requirements.

Example: Evaluation and scoring (S) of the software vendor responses. Various numerical ranges can be used - an easy-to-use scoring range is:
3 - requirement exceeded
2 - requirement fully met
1 - requirement partially met
0 - requirement not met

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Example: Weighted Scores (W x S = WS). Use these and summarised scores / chart on the ‘RFP Scores’ worksheet to compare results and different software / vendor solutions.

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