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

Marketing Information Systems Sample

CRM Checklist: worksheet 6 - Marketing

Revised format - 2009 Version CRM Checklist
Multi-purpose Checklist for: system requirements specification, RFI's, RFP's, vendor response and evaluation / scoring
Image of CRM System RFI/RFP Checklist: Marketing worksheet - sections 6.13 / 6.14 event and trade promotion marketing
Separate worksheets for each module. Click tabs to access. Columns for: - (Cu) criteria currently in use, - (Wt) importance weighting of future requirement - Vendor response - (Sc) scoring vendor response - (WS) weighted score
Complete flexibility. Amend worksheets and layouts as you require.
Image of CRM System RFI/RFP Checklist: Marketing worksheet - sections 6.15 / 6.16 budget, revenue and campaign response tracking
Full Instructions and System Selection Overview are included within each Checklist
Calculated figures are coloured orange, to assist easy recognition.

For other CRM System Checklist sample pages visit Sales software / Customer Support software.

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