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Customer Relationship Management System

RFP / Requirement Checklist

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   This Ready-to-Use RFP Master with 3,157 CRITERIA is focused on selecting customer relationship management/marketing management solutions, and provides capabilities that go far beyond those of a traditional RFP limited to asking vendors simple Yes/No questions about software features. Specialized for use in complex information system environments, this RFP Master collects information from vendors about all apects of the customer relationship management software implementation project they are proposing.

   Actual screens and questions from this RFP are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, acquire, and implement the customer relationship management software solution best suited to your company's needs. (Click thumbnails to enlarge) This RFP also includes questions on cloud computing and voice technology.

New Feature  New RFP Response FILTERs that make reviewing and evaluating vendor responses to complex RFPs faster, more flexible, and more accurate are INCLUDED!  View Details

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    SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written CRM software RFP statements & questions to communicate your CRM software system requirements quickly and accurately. No need to re-invent the wheel. View typical RFP Table of Contents.

For more criteria detail information Click Here!

McAfee SECURE site

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    IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other CRM RFPs, Infotivity RFP Masters automatically collect the information needed to identify BOTH the AVAILABILITY of software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each CRM RFP Master includes a Feature Support Matrix (FSM) to automatically capture this information, which can be used to create very accurate and reliable customer relationship management software system implementation schedules. View samples here.
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    Determine RISK and SUPPORTABILITY. RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX of each proposed CRM software system. This index ranks the potential support problems inherent in each proposal. Accurately compare the amount of ongoing support needed to keep each proposed CRM software system up and running. Measure the true impact of each system on your business over the long term.  View sample here.
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    WORKFLOW TOPICS ensure the proposed customer relationship management software can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
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    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor CRM software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here!
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    "APPLES-to-APPLES" COMPARISON of vendor CRM RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed CRM system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart matrix included with this CRM RFP at no extra charge. View a typical comparison here.
To see all evaluation & comparison tools included with this CRM RFP Click Here!
    EASILY CUSTOMIZED to meet your unique customer relationship management system needs, using basic Excel techniques.
    PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!
    No installation, no learning curve.

This customer relationship management RFP also has Supporting Documents INCLUDED:

    COVER LETTER SAMPLES - Make the task easier with this CRM software RFP cover letter template collection. Choose from Letter samples designed for all events, such as "RFP Response Request", "Intent to Respond", "No Intent to Respond", "RFP Change Enclosed", "Proposal Rejection" "Finalist Selection", and "Best & Final Offer Request" to meet your unique CRM needs.
    BPE/BPR/WORKFLOW Checklists - An ideal template for mapping the current "AS-IS" state of an existing CRM process down to the data element level, a time-saving organizer when developing the new "TO-BE" state or determining what is required to implement a new CRM process, or preparing for data conversion.
    Full Version of risk assessment matrix checklist focused on CRM software acquisition and implementation projects for working sample "Click Here"
    the Optimized CRM RFP Guide. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom RFP questions. Included or Sold Separately
    The CRM System Cutover Checklist Helps Streamlines Implementation! Included or Sold Separately
    MS Word document describing the organization and usage of the CRM comparison matrix.
    MS Word document describing the organization and usage of the CRM RFP.


      (See bottom of this page for pricing information.)

      A Detailed & Comprehensive List of:

CRM Software System RFP / Requirements Checklist

      3,157 of pre-defined customer relationship management RFP criteria ensure no important business requirements or software features "slip through the cracks".  All are in a quantitative format that guarantees vendor responses will be meaningful, consistent, and easy to compare. All questions are professionally prepared by application specialists to address BOTH the STANDARD features and EXCEPTION CASE software functions required.

For more CRM criteria detail information Click Here!


      Identify BOTH CRM Software Features Availability and Deliverability

      Unlike other CRM RFPs that try (and fail) to gather useful solutions data about complex customer relationship management system features, CRM RFP Masters are not constrained to the use of summary-level "Yes" or "No" answers. This RFP Master uses a Feature Support Matrix (FSM) that identify BOTH feature AVAILABILITY and DELIVERY Method. This RFP Master function is useful during both the customer relationship management software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.


      Determine the Risk & Supportability of Proposed

CRM Software Solutions

      Unlike other CRM RFPs, an CRM RFP Master can illustrate potential support problems (and risk) inherent in vendor software proposals. The Feature Support Matrix (FSM) used in each RFP Master categorizes the inherent risk posed for each criteria, and uses that information to calculate the SUPPORTABILITY INDEX for each vendor RFP response. For example, a feature delivered "out of the box" FULLY SUPPORTED is less risky than one delivered through custom programming, even if the programming is free. This RFP Master function is useful during both the software selection AND the implementation phases of a large customer relationship management system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.


      Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems

CRM Software Comparison

      These CRM comparison matrices automatically change vendor response cell background color to GREEN, YELLOW, or RED, to reflect how favorable each response is to your needs! Compared to the tedious task of reviewing hundreds of mono-color Yes/No answers, these colored responses allow problem areas to be spotted more easily, and risk assessment is made much more accurate. All required response comparison matrices are included and ready-to-use! Quickly and easily compare customer relationship management software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your project on-schedule and under-budget.

To view all evaluation & comparison tools included with this CRM software RFP Click Here!


      Workflow Topics Included.

      The ability of the proposed CRM software to successfully integrate with existng business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and ROI expected of the new CRM system. This RFP Master examines all pertinent Workflow features in detail.


      Vendor Response Input Validation.

      Vendors must answer each CRM RFP question by choosing from a pre-defined list of possible responses. See below for an example of this drop-down list. This forces all vendors to respond to each customer relationship management software question in a consistent, standard manner. Eliminates the days of time typically wasted trying to compare the inconsistent or incomplete vendor responses obtained by using traditional, non-quantitative RFP questions! Ensures vendor proposals are easy to compare and evaluate!


free crm RFP template sample


RFP Master for CRM/Marketing Management - $339.00 US         (Secure Checkout)

Is your CRM project just starting? Need to gather user needs detail? Obtain more detailed needs in 50% less time with the CRM Requirements Checklist with Fit-GAP Analysis.






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