Customer Relationship Management Software
Selecting the best...
CRM Software
Use this detailed customer relationship management software system RFP and vendor proposal evaluation tools to acquire and implement the CRM software system best suited to your organization's unique customer relationship management system requirements. Eliminate false starts, and reduce the total cost of ownership (TCO). Accurately identify the best customer relationship management software solution system based on your actual needs and priorities.
Simplifying Software Selection
RFP Templates
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CRM Software RFP Combintations
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Planning Guides
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Planning for CRM Software
Workflow Checklist
CRM Software Selection
RFP Techniques & Standards
Software Selection Steps
RFP OUTSOURCING
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SELECTION GUIDES
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Accounting Software
Customer Relationship Management Software
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Customer Relationship Management Software RFP:
This comprehensive, customizable RFP Master contains a detailed set of questions for investigating the many complex features of today's customer relationship management software systems. These highly quantitative questions ensure consistent "apples-to-apples" comparison of vendor RFP responses. Use it to query vendors about criteria in areas such as:
| Marketing Functions |
Customer Service |
Connectivity |
| Sales Force Automation |
Partner Relationship Management |
Web Interface |
| Service Force Automation |
ERP Integration |
Call Center functions |
| Cost Accounting |
Raw Materials Inventory |
Bill-of-Materials (BOM) |
| CRM Data Analysis |
Sales Revenue Analysis |
Resolution Management |
| Process Customization |
Data Integration |
CTI Integration |
| Web Storefront |
Web Content Management |
Web Shopping Cart |
| Lead Management |
Quote/Order Processing |
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- The Customer Relationship Management RFP Master is designed to be easily customized. Adding your logo, changing colors, and adding, changing, or deleting RFP questions is as quick and easy as "copy & paste".
- Includes fully customizable, automated weighted grade (suitability) scoring of each individual vendor response at the detail level. This speeds the task of evaluating vendor RFP responses. Helps you select the best software.
- Includes a full Feature Support Matrix (FSM) to ensure Implementation/Delivery Method identification. This helps ensure proper Risk Assessment and Earned Value Management (EVM) procedures. Keep any project on-schedule and under-budget. View example here.
The response comparison and proposal evaluation tools included with the Customer Relationship Management Software RFP Master are:
- A Side-by-Side Comparison Matrix enables comparison of vendor RFP responses (proposals) at the individual feature detail level. Easily and quickly identify proposed system strengths and weaknesses.
- Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
- Included with each RFP Master is the Workflow Requirements Checklist at NO CHARGE - save $49.00! This flexible Excel spreadsheet will help you save time during any business process reengineering (BPR) effort. Eases system integration.
Please click the ORDER button below to use our secure online order form.
Customer Relationship Management RFP Master: $359.00 US
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