AXIA

Sales Software Sample  

from the “CRM RFI/RFP Template”

Multi-purpose CRM RFI/RFP Template for:
system requirements specification, RFI's, RFP's and vendor response evaluation / scoring

Find out more about the “CRM RFI/RFP Template”

CRM RFI/RFP Template: Sales Opportunity Management - Click here to find out more about the CRM RFI/RFP Template

Revised format template - now only 4 worksheets to fill in - Business Analysis, RFI and RFP Templates, plus RFP Requirement Specification (which includes thousands of CRM criteria..

Configure your requirements to your precise needs.

Add, delete or amend  as necessary. Or even change the layout - you have complete flexibility.

CRM RFI/RFP Template: Sales Pipeline  Click here to find out more about the CRM RFI/RFP Template

Example of currently in use (C) column, amended with (Y) to note functions which are currently used.

Example of importance weighting (W) or priority for each future requirement. Various numerical ranges can be used, however, an easy-to-use range is:

4 - a mandatory requirement
3 - an essential requirement
2 - a desirable requirement
1 - a nice to have requirement
0 - not needed

For other sample pages, visit Marketing Information Systems / Customer Support software.

Find out more about the “CRM RFI/RFP Template” - click the link below.

Find out more about the "CRM RFI/RFP Template" - click here

© 2017 Axia Consulting Ltd. All rights reserved.

Protected by Copyscape Plagiarism Checker - Do not copy content from this page.

.