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CRM System RFI/RFP Requirements Checklist - click here for more information

Customer Support Software Sample 

Completed worksheet 9: Customer Support, with evaluated vendor responses
Revised format - 2009 Version CRM Checklist
Each worksheet contains a summary for quick reference and to summarise section scores and weighted scores.
Image of completed CRM System Checklist worksheet: Customer Support - section 9 - summary
Use the summary 'scores and weighted scores' to compare different software / vendor solutions and how well they meet your requirements
Example: Cu column - amended with (Y) to note functions which are currently used. Example: Wt column - amended for importance weighting of future functional requirements. Example: Vendor response - stating how their software / which version meets your requirements.
Image of completed CRM System Checklist worksheet: Customer Support - sections 9.2 / 9.3 - support and ticket management
Example: Sc - evaluation and scoring 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 Example: WS - weighted score automatically calculated: (Wt x Sc = WS)

For other CRM System Checklist sample pages visit Marketing Information Systems / Sales software.

Or return to the CRM System RFI/RFP Requirements Checklist details or proceed to the Order Page
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