CRM Software RFI/RFP Template

Quickly and easily

gather CRM system

requirements,

prepare your RFI

and RFP, and

evaluate and

compare vendor responses

This ‘CRM Software RFI/RFP Template’ has everything you need for gathering CRM system requirements, preparing your RFI and RFP and evaluating, scoring and comparing vendor responses. Download a free sample and learn more.

Axia’s CRM RFI/RFP Template

contains:

• Business Analysis Template for analysing your current situation and collecting more CRM system information (MS Excel/xlsx). • Separate RFI and RFP templates (MS Word). • Requirements Template for CRM system requirements specification, integrated vendor response, evaluation scoring matrices and analysis including vendor response analysis, scores analysis, cost comparison, cost-score ratio, progress tracking. (MS Excel/xlsx). • Charts Template for comparing response evaluation scores of 4 responses (MS Excel/xlsx). • Full Instructions, plus CRM software selection tips (PDF). The Essentials Version (2665 criteria) includes CRM system criteria for: Market Research, Marketing, Sales, Sales Order Processing, Advanced Analytics and Business Intelligence, Common requirements across all modules, Systems Operations, Technology requirements, Software/System Support and Services. The Professional Version (3320 criteria) includes all the Essentials Version criteria, plus criteria for: Invoicing, Customer Support, Field and Service Management and Contact Centre.

Learn more …

Download a free sample Requirements Template (includes a full Table of Contents, sample requirements, vendor response and comparison charts) from the CRM Software RFI/RFP Template. MS Excel (xlsx) 709KB.

Save you time and effort

Save time identifying and gathering your CRM system requirements because thousands of carefully researched criteria are already listed. Simply choose those you need and set their priorities. Then quickly prepare your RFI and RFP by just filling in the blanks. The template worksheets and documents are available in MS Excel / MS Word, so you can easily customise and share as necessary. Save effort as you don’t have to start from scratch. The templates reduce the effort involved with gathering CRM system requirements, preparing your RFI and RFP and evaluations of vendor responses. The standard format helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.

Accurate and thorough

requirements specification

All CRM criteria listed have been meticulously researched and checked. The template lists more than just software features and functions though - criteria for the whole system are included, comprising system operational requirements, technology requirements and software vendor support requirements. This comprehensive and thorough list of criteria protects you from inadvertently omitting a critical function or feature in your requirements specification.

Help you select the right software

for your organisation

The CRM RFI/RFP Template is completely impartial and unbiased towards any software vendor. And it contains multiple automated analyses and charts, which simplifies the analysis and comparison of vendor responses. Consequently, you can easily identify the CRM software which most closely meets your needs. Plus, full Template Instructions and Software Selection Tips are included to support you in your software selection process. The Template helps you to select the right software by providing clarity and transparency. You can clearly see your requirements, easily evaluate, score, analyse and compare vendor responses and so identify the best software solution for your needs.

Essentials Version (2665 criteria) GBP £285*

Professional Version (3320 criteria) GBP £355*

(*) Plus VAT / Sales Tax

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