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CRM Software Selection

Guide, Requirements, RFP & Evaluation Templates


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   Software Selection  >  RFP Templates  >  Customer Relationship Management Software                                                     Frequently Asked Questions  -   RFP Checklist

 

 

 

 

 

 

 

Make Selecting CRM Software Faster & More Accurate

CRM RFP Template & Software Selection Toolkit - 3,157 CRM Criteria - Updated Monthly

Accurately evaluate & select customer relationship management (CRM) software by using the unbiased CRM requirements, system evaluation, and software selection tools contained in this toolkit.  These easily customized templates are pre-loaded with over 3,157 CRM System Selection Requirements, and will save you time and money during each step of the CRM software selection process.

You can purchase all the templates listed below bundled together at a sizable discount, or purchase each separately, as your project requires.

This Toolkit includes all of the templates listed below, and utilize over 3,157 CRM selection criteria to make the entire CRM software selection process easier, faster, and more accurate.  In addition, you can use the free tools in the insider's step-by-step guide about how to select CRM software successfully.

NOTE: This page describes our standard certified RFP Template and Software Selection Toolkit for CRM software.  Follow this link to learn about a custom Toolkit containing CRM criteria customized to fit your organization's unique needs.
 

Select CRM Software Reliably

Make choosing customer relationship management (CRM) software easier and more reliable.  These CRM software evaluation & selection templates use quantitative CRM criteria and other techniques to enhance the reliability of each step in the software selection process to:

 

Comprehensive CRM Requirements

Eliminate wasted time during the CRM selection process!  Minimize the risk of picking the wrong system. Reduce the time spent researching and developing requirements from scratch, since all tools are ready-to-use with a list of over 3,157 customer relationship management (CRM) software selection requirements (categorized below).  This enables you to immediately conduct user needs surveys, query vendors about complex CRM software systems, and conduct effective software demonstrations - everything needed to select CRM software successfully!

customer relationship management software (CRM) requirements

The above is just a summary list of CRM requirements categories. If you don't see what you need please Contact Us!

 


 

CRM Requirements Checklist

This detailed CRM software requirements checklist with a full GAP-Fit analysis matrix covers all standard CRM operational issues, and will significantly reduces the time needed to fully identify and prioritize all of your firm's CRM requirements, sometimes by as much as 90%.

Details...
CRM requirements matrix
QUICKLY & ACCURATELY IDENTIFY ALL CRM REQUIREMENTS - Save weeks, even months, of time when identifying your CRM software needs by using a detailed requirements checklist that queries users about their needs in all CRM business processes.

Comprehensive Fit/GAP ANALYSIS Features are provided in this CRM user requirements checklist to help you quickly identify, categorize, and prioritize CRM software requirements and user needs. Quickly obtain the information needed to accurately select the CRM software system best for your needs. Customizable attributes suitable for use in any CRM system environment such as SAP, Oracle, Siebel, MS Dynamics, and all others.

View details about this Requirements Checklist w/GAP-Fit Analysis:
 
              View CRM Requirements Checklist


 

RFP Template

Accurately choose the BEST CRM software by querying vendors about all of your firm's specific CRM software needs. Prevent do-overs that waste time and money. Start your project on the right track by using well-focused CRM software selection questions to obtain better, more precise information from vendors, and then evaluate and select CRM system software based on your exact needs.

Click to Enlarge...
Quickly create an RFP tailored to your specific CRM requirements.  Designed by experts to select CRM software, this detailed yet easily customized Request for Proposal template comes pre-loaded with thousands of software selection requirements guaranteed to address all industry standard and many "exception case" CRM issues.

To view this CRM RFP template and download a sample please click this button.
 
              View List of RFP Templates


 

CRM Software Demonstration Script Templates

DEMONSTRATION SCRIPTS - The purpose of a CRM software demonstration is to investigate and illustrate the potential strengths and weaknesses identified in each vendor RFP response (proposal). Make sure all vendor CRM demonstrations consistently address these issues as well as your firm's overall requirements. This template enables each CRM software selection team member to consistently score each demonstration based on his or her priorities. View details and examples for Demonstration Script template capabilities.

To view CRM Demo Script detail please click this button:
 
              View Demo Tools


If you have questions about using the templates above, or how to select CRM software in general, please Contact Us!  


RFP Sample
free example CRM software RFP template

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CRM SYSTEM SELECTION TOOLKIT CATALOG & PRICE LIST

Several Toolkit options are available, each assembled to match your current customer relationship management software project needs:

No-Nonsense 30 Day Money-Back Guarantee on All Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects

 

TOOLKIT OPTION #1 -

CRM SOFTWARE REQUIREMENTS CHECKLIST with FIT-GAP ANALYSIS TEMPLATES ONLY -

Buy just the CRM Software REQUIRMENTS CHECKLIST with Fit-GAP ANALYSIS described above. This includes the CRM Requirements Checklist with Fit-GAP Analysis and a Work Distribution Chart (WDC). Everything needed to identify your true requirements. This Toolkit includes:

CRM System Requirements Checklist with Fit-GAP Analysis and a Work Distribution Chart (WDC) ONLY, -

$149.00 US         (Secure Checkout)    

If you have any questions, please Contact Us.

 

TOOLKIT OPTION #2 -

CRM SYSTEM RFP TEMPLATE and RESPONSE EVALUATION TEMPLATES -

Buy the CRM Software RFP Template and Vendor Response Evaluation Templates described above. This includes the CRM Requirements Checklist with Fit-GAP Analysis, Request for Proposal (RFP) Template, and all Vendor Response (Proposal) Weighted Grade Scoring, Supportability, Comparison Matrix, and Financial Ratio calculation tools. Everything needed to plan your new system, identify your true requirements, prepare a meaningful RFP, and select the best CRM software based on your requirements. This bundle includes ALL the Tools summarized below:

  • INCLUDES the full CRM Software Proposal Evaluation, Comparison, & Selection Template Toolkit
    • Side-by-Side Response Comparison with Heat Map
    • Vendor Response Quality Ratios
    • Response Evaluation Scorecard
    • 3-D Bar Chart Response Comparison Graphs
    • Financial Ration Analysis
    • Evaluation Matrix Documentation
  • FREE LIVE SUPPORT - Telephone/Email

    CRM System RFP Template and Response Evaluation MatricesONLY, -

    $379.00 US         (Secure Checkout)    

    If you have any questions, please Contact Us.

     


    TOOLKIT OPTION #3 -

    VENDOR CRM SOFTWARE DEMONSTRATION TEMPLATE ONLY -

    Buy only the CRM SYSTEM DEMONSTRATION TEMPLATE described above. Obtain everything needed to schedule and present quantitative CRM software demo scenarios to vendors, all grouped by application/department focus. Schedule different user groups for different demo sessions, as summarized below:

    • Unlimited Number of Staff Users, Vendors, and Projects
    • Detailed Vendor CRM Software Demonstration Script Template
    • FREE LIVE SUPPORT 24/7

    CRM Software Demonstration ScriptONLY -

    $179.00 US         (Secure Checkout)    

    If you have any questions, please Contact Us.

     


    TOOLKIT OPTION #4 - All Toolkits BUNDLED

    Includes ALL CRM System Selection Templates. - Enjoy a 15% discount - $233.00 combined savings!

    CRM SOFTWARE REQUEST for PROPOSAL (RFP) TEMPLATE and SOFTWARE SELECTION TOOLKIT BUNDLE - Purchase and download the CRM Software Requirements Checklist, RFP Template with matching Vendor Response Evaluation/Comparison Matrix, Ratio Analysis, and Demo Script templates. This bundle includes:

    • Unlimited Vendors, Staff Users, and Projects - No Questions Asked 30 Day Money-Back Guarantee
    • 3,157+ CRM Software Selection Criteria
    • INCLUDED FREE - The Requirements Checklist with Fit-GAP Analysis - includes access to over 3,000 system level criteria - SAVE $149.00 - Limited Time Offer!
    • CRM Software Request for Proposal (RFP) Template Toolkit     (Purchase Separately)
      • In-Depth, Detailed Request for Proposal (RFP) Template
      • Vendor Input Validation
      • Feature Availability & Delivery Evaluation
      • Vendor RFP Response Evaluation
      • Response Quality Analysis
      • Enhancement / Cost Cross-Reference
      • Weighted Grade Scoring
      • Supportability Index Scoring
      • Optimized RFP Guide
      • RFP Documentation
      • All Cover Letter, Guide, & Checklist Templates
    • INCLUDES the full CRM Software Proposal Evaluation, Comparison, & Selection Template Toolkit
      • Side-by-Side Response Comparison with Heat Map
      • Vendor Response Quality Ratios
      • Response Evaluation Scorecard
      • 3-D Bar Chart Response Comparison Graphs
      • Evaluation Matrix Documentation
    • INCLUDES the full DMS Software Demonstration Script     (Purchase Separately)
      • Multi-Day
      • Multi-Session
      • Demo Scoring & Evaluation
    • FREE LIVE SUPPORT - Chat/Telephone/Email
    Take 15% OFF the separate purchase price of $558.00 USD! Purchase all of the above bundled for just:

    $474.00 US         (Secure Checkout)    

    If you have any questions, please Contact Us.


    Advice from a CRM Software Selection Expert is Always FREE!

    Evaluate CRM Software Accurately!


    View the RFP Template List for Selecting Customer Relationship Management (CRM) Software!


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