Save weeks, even months, of time by using a detailed, fully customizable CRM RFP template master (listed below). Each customer relationship management RFPs is organized to ensure thorough, accurate crm software evaluation and selection using quantitative methods that enable "apples-to-apples" comparison of vendor software proposals at all levels of concern, i.e., Functionality, Cost, and Risk! Plus, there are NO limits on how many of your projects you use it in!
Each RFP Master™ template can be used to acquire either on-premise and/or web-based software since requirements for BOTH are included. In addition, each RFP Master set also includes an integrated, customizable toolkit for weighted grade point response scoring, automated evaluation, and side-by-side comparison of vendor proposals. Make selecting the right customer relationship management software easier with an RFP Master™ and response evaluation toolkit!
Available CRM RFP Master Templates:
Customer Relationship Management (CRM)
CRM & Ecommerce Software
CRM, Order Process & Inventory Management
CRM & ERP - Manufacturing
CRM & ERP - Non-Manufacturing
CRM & ERP - RV / Motorhome
CRM & ERP - Heavy Equipment
CRM & Ecommerce Software
CRM, Order Process & Inventory Management
CRM & ERP - Manufacturing
CRM & ERP - Non-Manufacturing
CRM & ERP - RV / Motorhome
CRM & ERP - Heavy Equipment
Customer Relationship Management (CRM) & E-commerce Software RFP:
Much more than just a "template", this comprehensive RFP Master™ with integrated vendor RFP Response (Proposal) Evaluation functions can save you days, even weeks, of time when preparing an RFP and ALSO when evaluating vendor responses (proposals) to that RFP. In addition, a detailed Feature to Cost Traceability function helps assure a smoother system inplementation and maximum ROI.
This RFP Master™ utilizes quantitative, highly detailed RFP criteria and questions to ensure key requirements are not overlooked, and is designed to obtain consistent vendor proposals that can be easily compared "apples-to-apples" when evaluating either on-premise or web based software proposals. Very easy to customize, this RFP has no limits on how many projects or clients you use it for. Use it to query vendors with in-depth, detailed RFP questions about:
| Web Hosting Server | Operating System | Hardware Configuration |
| Backbone Interface | CGI Capabilities | Standard Development |
| Shopping Cart | Site Personalization | Backoffice Accounting |
| Merchant Account Interface | Credit Card Validation | Supported Payment Systems |
| Security | Administration | Search Engine Optimization |
| Marketing Functions | Customer Service | Connectivity |
| Sales Force Automation | Partner Relationship Management | Web Interface |
| Service Force Automation | ERP Integration | Call Center functions |
| 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 | |
 |
INCLUDED with this RFP Master™ is a full set of Vendor RFP Response (Proposal) Evaluation functions that enable extremely accurate and precise evaluation of vendor software proposals. All evaluation functions can be tailored to utilize your organization's actual business priorities and operate at the detail feature level.
- IDENTIFY the STRENGTHS & WEAKNESSES of PROPOSED by using the COLOR-CODED Side-by-Side comparisons to accurately compare competing vendor proposals at the detail requirements level.
- IDENTIFY the BEST SOLUTION BASED ON YOUR ACTUAL PRIORITIES by using customizable WEIGHTED GRADE Scoring to determine the SUITABILITY of proposed software features and functions to your arganization's needs.
- MINIMIZE ON-GOING USER TRAINING COST & SUPPORT HEADACHES by using the SUPPORTABILITY ANALYSIS function to identify potential SUPPORT PROBLEMS inherent to each vendor proposal.
- KEEP YOUR PROJECT ON-SCHEDULE. Identify the DELIVERY METHODS to be used in each vendor proposal through the use of responses designed specifically for software and high-technology products. Use the FEATURE SUPPORT MATRIX™ (FSM) to identify potential problems inherent in a proposed delivery method or schedule.
- MAXIMIZE ROI and minimize RISK. Use the RISK ASSESSMENT™ features of the Feature Support Matrix™ (FSM) to identify the Risk inherent in any delivery schedule, and enjoy better project management through Earned Value Management (EVM) techniques.
- Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
Please click the ORDER button below to use our secure online order form.
Combined Ecommerce and CRM Software RFP Master: $429.00 US 
CRM, Order Processing & Inventory Management Software RFP:
Much more than just a "template", this comprehensive RFP Master™ with integrated vendor RFP Response (Proposal) Evaluation functions can save you days, even weeks, of time when preparing an RFP and ALSO when evaluating vendor responses (proposals) to that RFP. In addition, a detailed Feature to Cost Traceability function helps assure a smoother system inplementation and maximum ROI.
This RFP Master™ utilizes quantitative, highly detailed RFP criteria and questions to ensure key requirements are not overlooked, and is designed to obtain consistent vendor proposals that can be easily compared "apples-to-apples" when evaluating either on-premise or web based software proposals. Very easy to customize, this RFP has no limits on how many projects or clients you use it for. Use it to query vendors with in-depth, detailed RFP questions about:
| Marketing Functions | Customer Service | Connectivity |
| Sales Force Automation | Partner Relationship Management | Web Interface |
| Service Force Automation | ERP Integration | Call Center functions |
| CRM Data Analysis | Sales Revenue Analysis | Resolution Management |
| Process Customization | Data Integration | CTI Integration |
| Web Storefront | Web Content Management | Web Shopping Cart |
| Lead Management | Security Functions | System Support |
| Purchase Order Processing | Purchase Requisition topics | P.O. Data Elements |
| P.O. Processing | P.O. Receivings | UOM Conversion |
| Sales Forecasting | Sales Lead Management | Quote Processing |
| Sales Order Data Elements | Sales Order Tax. Supported | Customer Credit Functions |
| Sales Tax Calculations | Order Processing Functions | Drop Shipment Issues |
| Back Orders | Picking Slip Printing | Packing Slip Printing |
| Invoice Preparation | Invoice Printing | AR Interface |
|
INCLUDED with this RFP Master™ is a full set of Vendor RFP Response (Proposal) Evaluation functions that enable extremely accurate and precise evaluation of vendor software proposals. All evaluation functions can be tailored to utilize your organization's actual business priorities and operate at the detail feature level.
- IDENTIFY the STRENGTHS & WEAKNESSES of PROPOSED by using the COLOR-CODED Side-by-Side comparisons to accurately compare competing vendor proposals at the detail requirements level.
- IDENTIFY the BEST SOLUTION BASED ON YOUR ACTUAL PRIORITIES by using customizable WEIGHTED GRADE Scoring to determine the SUITABILITY of proposed software features and functions to your arganization's needs.
- MINIMIZE ON-GOING USER TRAINING COST & SUPPORT HEADACHES by using the SUPPORTABILITY ANALYSIS function to identify potential SUPPORT PROBLEMS inherent to each vendor proposal.
- KEEP YOUR PROJECT ON-SCHEDULE. Identify the DELIVERY METHODS to be used in each vendor proposal through the use of responses designed specifically for software and high-technology products. Use the FEATURE SUPPORT MATRIX™ (FSM) to identify potential problems inherent in a proposed delivery method or schedule.
- MAXIMIZE ROI and minimize RISK. Use the RISK ASSESSMENT™ features of the Feature Support Matrix™ (FSM) to identify the Risk inherent in any delivery schedule, and enjoy better project management through Earned Value Management (EVM) techniques.
- Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
Please click the ORDER button below to use our secure online order form.
Sales Order Processing, CRM, and Inventory RFP Master: $329.00 US
