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

Sales Software Sample 

CRM Checklist: worksheet 7 - Sales

Revised format - 2009 Version 
CRM Checklist
Image of CRM System RFI/RFP Checklist: Sales worksheet - section 7.11 opportunity management
Tailor functional criteria to 
your precise specification. Cu - to note the function is currently 
used. The default is N(o), change to 
Y(es) as appropriate.
Work the way that suits you - either on
screen, on paper, or a mix of both.
For ease of printing - the Checklist is designed 
to print on single sheets of A4 size paper.
Image of CRM System RFI/RFP Checklist: Sales worksheet - sections 7.12 / 7.13 pipeline and lead management
Add or delete worksheets 
(modules), as required. Wt - for importance weighting of a future requirement.
Various numerical ranges can be used - an easy-to-use
range is:
3 - an essential requirement
2 - a desirable requirement
1 - a nice to have requirement
0 - not needed

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

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

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