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Customer Relationship Management CRM-RFI-RFP Template

  • ID: 4755982
  • Report
  • January 2019
  • Region: Global
  • Technology Evaluation Centers
Get the software that best fits your requirements without all the hassle. For more than 25 years, the author has saved companies – of every type and size, around the globe – time and money selecting software with our RFP templates.

Free! With your purchase, receive an onboarding call from one of the author's experts to help you get the most value out of your RFP Template. Details will be included in the email you receive along with your purchased item.

Selecting a customer relationship management (CRM) system for your business can be a time-consuming and complicated task. Save yourself time and stress, and reduce the risk of selecting software that does not meet your needs by using the CRM RFP template.

the author's CRM RFP Template:
Contains a complete listing of all possible CRM features and functions
Comes in a convenient Excel spreadsheet format
Allows you to view the complete range of CRM functionality at a glance
Helps you identify the exact features you need without overlooking any key functionalities
Makes it simple to prioritize features and functions
Lets you easily create a custom requirements list to send to vendors
Ensures clear communication and helps you control the conversation with vendors

Once you have the vendors’ responses, you can easily assess which CRM software solution best meets your needs. The completed RFP can also help you negotiate prices since you know exactly what you need from the software.
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