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
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.
- CRM Requirements with Fit/GAP Analysis - Precisely identify ALL of your CRM selection needs.
Today's CRM expert consultants point out you must first determine your CRM requirements before trying to select CRM software. But just what does the sentence "determine your CRM software requirements
" really mean? The issue of managing the customer relationship
raises many questions. This Requirements Checklist with Fit-GAP analysis matrix helps answer many important questions, such as:
- What do your prospects and customers need from a CRM software system, in addition to your organization? Good questions when trying to select CRM software.
- What should the RFP questions be about in order to pick the best CRM software?
- What is the CAUSE of each problem or need?
- Is it caused by a workflow issue or software deficiency?
- What should the Priority of mitigating each need or problem be?
The CRM Requirements Checklist with Fit-GAP presents over one thousand operational criteria in a form useful for answering the above and many other questions crucial to selecting the best CRM software system. Learn more about this Requirements Checklist with Fit/GAP Analysis
- RFP Templates - Cut RFP preparation time by up to 90%. Obtain vendor CRM system proposals that address your needs. New RFP Response FILTERs that make reviewing and evaluating vendor responses to complex RFPs faster, more flexible, and more accurate!
This RFP template enables you to precisely communicate your company's unique CRM selection
requirements to vendors, and then elicit consistent, easily evaluated and compared answers from those vendors about HOW they will provide a CRM system solution
tailored to your needs in these areas:
- Campaign Management
- Inquiry Processing
- Opportunity Management
- Prospect Maintenance
- Quote Preparation
- Sales Order Processing
- Inventory Interface
- Customer Service
- Warranty Processing
- Service Dispatch
- Comprehensive Vendor proposal evaluation and comparison templates are included!
This RFP template for a Customer Relationship Management software system enables you to quickly and reliably select a CRM software system
best for your needs.
- CRM Software Evaluation - Easily compare and evaluate competing vendor CRM software proposals, then select the best CRM system!
This toolkit includes a comprehensive set of vendor RFP response (proposal) evaluation tools that enables you to quickly and accurately compare vendor CRM software system proposals to your company's requirements and to each other. A detailed "side-by-side" CRM system proposal comparison matrix with heat map, scorecard, and 3-D bar Charts are displayed about:
- Weighted Grade Score
- CRM System Supportability Score
- Vendor CRM Response Quality Analysis
- Detailed Heat Map
- Proposed CRM System Feature Comparison
- Vendor Capabilities Profile
- Extensive Financial Ratios
- Payback Analysis
This set of vendor response evaluation templates for Customer Relationship Management (CRM) systems ensures impartial and accurate analysis of all competing vendor CRM software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best CRM software system
for your needs.
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:
- Prevent Fatal Omissions - 3,157 CRM selection criteria ensure all industry standard CRM requirements are addressed.
- Ensure Accurate CRM System Evaluation - "Apples-to-Apples" comparison of CRM systems based on your requirements. Vendor RFP responses can be compared in both detail and graphical forms to ensure accurate CRM software selection.
- Avoid Mistakes - Obtain CRM proposals in a consistent, easily compared and evaluated format through the use of built-in, automated vendor input validation.
- Save Valuable Time - Eliminate wasted time spent manually clarifying, scoring, and evaluating vendor proposals, and quickly choose the best CRM software, all through the use of Automated vendor response scoring that eliminates the need to manually evaluate and score thousands of vendor replies.
- Select the best CRM software solution using meaningful, actionable information.
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
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%.
| 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.
- Avoid Overlooked Requirements! - This checklist comes with a pre-loaded repository of over 1,000 requirements, guaranteed to address all aspects of a CRM system. Streamlines your CRM selection project immediately since the chances are very good that it will remind someone of something they forgot!
View details about this Requirements Checklist w/GAP-Fit Analysis:
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.
- Accurately Compare and Evaluate Vendor RFP Responses! CRM System Response Evaluation Tools are included! A detailed set of ratios, comparisons, and scorecard functions analyze each vendor RFP response to ensure correct evaluation & selection of the CRM software proposal best suited to your needs.
To view this CRM RFP template and download a sample please click this button.
If you have questions about using the templates above, or how to select CRM software in general, please Contact Us!
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CRM SYSTEM SELECTION TOOLKIT
This toolkit provides everything you may need at each step of the CRM software selection process, as listed below:
CRM SYSTEM RFP TEMPLATE and RESPONSE EVALUATION TEMPLATES -
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 the following tools:
INCLUDES the full CRM Software Proposal Evaluation, Comparison, & Selection Template Toolkit
- No Limit on Vendors, Staff Users, and Projects - Unconditional 30 Day Money-Back Guarantee
- 3,157+ CRM System Selection Criteria
- INCLUDED FREE - The Requirements Checklist with Fit-GAP Analysis - with access to over 3,000 system level criteria - SAVE $149.00 - Limited Time Offer!
- All User Needs & System Planning Templates
- the Requirements Checklist with Fit/GAP Analysis Template
- Request for Proposal (RFP) Template Toolkit for a CRM System
- 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
FREE LIVE SUPPORT - Telephone/Email
- 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
CRM System RFP Template and Response Evaluation MatricesONLY, -
$379.00 US (Secure Checkout)
No-Nonsense 30 Day Money-Back Guarantee on All Products
Unlimited Staff Users - Unlimited Vendors - Unlimited Projects
If you have any questions, please Contact Us.
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View the RFP Template List for Selecting Customer Relationship Management (CRM) Software!
A Comprehensive Vendor Demonstration Script for CRM software is available at:
CRM System Demo Script.
Looking for a qualified, local consultant to help with your CRM system selection project? An Infotivity-certified consultant offers the expertise and rsources needed to provide valuable advice & services at each step of the CRM software selection process! Let us recommend a certified consultant!
Advice from a CRM Software Selection Expert is Always FREE!
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WHAT USERS SAY...
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