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CRM for Financial and Insurance Markets RFP Template

  • ID: 4755984
  • 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.

Are you evaluating core product lifecycle management (PLM) software solutions for your discrete manufacturing operations? Putting together a request-for-proposal (RFP) or request-for-information (RFI) before contacting software vendors can be easy—when you use a Core PLM for Discrete Industries RFP Template from the author. The template lists all the features and functions found in top-rated core PLM software. The list of criteria contains functionality pertaining to:

Product Data Management (PDM), Engineering Change Order and Technology Transfer, Design Collaboration, Process and Project Management, and Product Technology

Whether you plan to buy a new core PLM software system for your company, or just need to assess whether your existing solution still meets your company's business needs, Core PLM for Discrete Industries RFP Template can help. The template simplifies your entire software evaluation project. Because the template gathers all the features included in this type of software (gathered from every current vendor) into a single easily customizable and shareable Excel-based document, prioritizing your needs and matching them to the functions and features required by your company becomes easy and simple.

CRM for Financial and Insurance Markets RFI Template was designed to serve as a knowledge base reference and key working document throughout your software evaluation project. It can be shared easily with your internal team and CRM vendors. Using the template to prepare your RFPs or RFIs improves vendor responses by providing them with a detailed request they can easily understand and respond to. The template also helps eliminate any surprise costs for additional development work, because vendors will give you a clear picture of any customizations to the software that may be required to meet your exact requirements. You'll also be able to prepare a gap analysis (a comparison of the eventual winning solution you purchase to the current system you have in place) to assist in justifying the cost of the CRM software.
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