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CRM Software RFI/RFP Template – Requirements Template illustrating system requirements specification, vendor response & evaluation

CRM Software RFI/RFP Template

Quickly and easily gather CRM system requirements,

prepare your RFI and RFP, and evaluate and compare

vendor responses

The ‘CRM Software RFI/RFP Template’ lists thousands of CRM system criteria, ready-to-use RFI and RFP templates and integrated evaluation, scoring and comparison of vendor responses. Download a free sample and learn more. The CRM RFI/RFP Template will:

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. Quickly prepare your RFI and RFP by just filling in the blanks in the templates. Save effort as you don’t have to start from scratch. The templates reduce the effort involved with gathering CRM system requirements and preparing your RFI and RFP and evaluations.

Help you select the right system

Clearly see your CRM system requirements – the big picture and the detail. The standard format CRM RFI/RFP Template helps software vendors more clearly understand your requirements and then more easily respond. Receive clearer and improved responses. Consequently, spend less time and effort evaluating and comparing vendor responses. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.

And it’s also:

Impartial and unbiased towards any software vendor. Completely flexible and can be used for other software selection tasks such as justifying projects, obtaining board approval, requirements gap analysis. Guaranteed with our 60-Day 100% Full Money-Back Guarantee.

Contents

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

Learn more …

Download a FREE sample of Axia’s CRM Software RFI/RFP Template The free sample includes Requirements Template (xlsx), RFP Template (docx) and Instructions (PDF). Available in zip file, 789KB. Works in all versions of MS Excel / Word from 2010 to 2016. Axia’s RFI/RFP Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / government business sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries. But don’t just take our word for it - see what other people have to say ... “Your CRM Checklist (Template) saved us over 44 man hours during the requirements definition phase of the project. I am very grateful for your service” President, Certtest Inc. Irving, Texas, USA “Your Checklist (Template) was of great use to me in preparing for vendor selection ... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements” Director, Pharma4sight, Essex, UK “We have used the Axia System Requirements Checklists (Templates) as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years. These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities. I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.” MRM Programme Manager, RAC, Perth, Western Australia
CRM Software RFI/RFP Template – Charts Template with example comparison of evaluated weighted scores for Marketing module
Essentials Version (2665 criteria) GBP £285* Professional Version (3320 criteria) GBP £355* (*) Plus VAT / Sales Tax Delivery method: Instant download. Plus email with links to download a copy and print a receipt. Shop with confidence using the secure servers of our billing partner, MyCommerce Share-it / Digital River. Most major credit and debit cards are accepted. All major currencies are accepted. We value your privacy. We will not rent, sell or give your details to any other organisation.
MONEY BACK GUARANTEE 60 DAY
© Copyright 2019. Axia Consulting Ltd. All rights reserved. AxiaTemplates.com is owned by Axia Consulting Ltd. Site Map
AXIATEMPLATES
CRM Software RFI/RFP Template – Requirements Template illustrating system requirements specification, vendor response & evaluation

CRM Software

RFI/RFP Template

Quickly and easily gather

CRM system requirements,

prepare your RFI and RFP,

and evaluate and compare

vendor responses

The ‘CRM Software RFI/RFP Template’ lists thousands of CRM system criteria, ready-to-use RFI and RFP templates and integrated evaluation, scoring and comparison of vendor responses. Download a free sample and learn more. The CRM RFI/RFP Template will:

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. Quickly prepare your RFI and RFP by just filling in the blanks in the templates. Save effort as you don’t have to start from scratch. The templates reduce the effort involved with gathering CRM system requirements and preparing your RFI and RFP and evaluations.

Help you select the right system

Clearly see your CRM system requirements – the big picture and the detail. The standard format CRM RFI/RFP Template helps software vendors more clearly understand your requirements and then more easily respond. Receive clearer and improved responses. Consequently, spend less time and effort evaluating and comparing vendor responses. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.

And it’s also:

Impartial and unbiased towards any software vendor. Completely flexible and can be used for other software selection tasks such as justifying projects, obtaining board approval, requirements gap analysis. Guaranteed with our 60-Day 100% Full Money- Back Guarantee.

Contents

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

Learn more …

Download a FREE sample of Axia’s CRM Software RFI/RFP Template The free sample includes Requirements Template (xlsx), RFP Template (docx) and Instructions (PDF). Available in zip file, 789KB. Works in all versions of MS Excel / Word from 2010 to 2016. Axia’s RFI/RFP Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / government business sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries. But don’t just take our word for it - see what other people have to say ... “Your CRM Checklist (Template) saved us over 44 man hours during the requirements definition phase of the project. I am very grateful for your service” President, Certtest Inc. Irving, Texas, USA “Your Checklist (Template) was of great use to me in preparing for vendor selection ... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements” Director, Pharma4sight, Essex, UK “We have used the Axia System Requirements Checklists (Templates) as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years. These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities. I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.” MRM Programme Manager, RAC, Perth, Western Australia
CRM Software RFI/RFP Template – Charts Template with example comparison of evaluated weighted scores for Marketing module
Essentials Version (2665 criteria) GBP £285* Professional Version (3320 criteria) GBP £355* (*) Plus VAT / Sales Tax Delivery method: Instant download. Plus email with links to download a copy and print a receipt. Shop with confidence using the secure servers of our billing partner, MyCommerce Share-it / Digital River. Most major credit and debit cards are accepted. All major currencies are accepted. We value your privacy. We will not rent, sell or give your details to any other organisation.
MONEY BACK GUARANTEE 60 DAY