Axia = successful software system selection
Marketing Sample

Quick Links

CRM System - RFI/RFP Requirements Checklist

Marketing information systems sample

Sales software sample 

Customer support software sample

Testimonials

FAQ

Order page

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

[Home] [Products] [Accounting] [CRM] [HR / Payroll] [Selection Guide] [Testimonials] [FAQ] [Services] [Research] [Site Map] [About Us] [Contact Us]

© 2010 Axia Consulting Ltd. All rights reserved.