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

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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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