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CRM Software Selection

Guide, Requirements, RFP & Evaluation Templates

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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 RFP 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%.

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.

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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

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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This toolkit provides everything you may need at each step of the CRM software selection process, as listed below:


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
  • FREE LIVE SUPPORT - Telephone/Email

    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

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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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