Simplifying CRM User Needs Gathering Request for Proposal RFP Home

Free CRM User Needs Survey

Easily Identify Unique CRM Requirements

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Easily & Accurately Collect CRM User Needs

Quickly Uncover Hidden CRM User Needs and Costs!

Many standard CRM functional requirements can be identified with a detailed requirements checklist, but what about unusual "exception case" requirements that exist in every organization's CRM operations and workflow processes?  An example of this are rules that start with "We always do it this way except when...".  That is what this FREE checklist tool is for - to help you identify those hidden yet very important requirements that must be addressed before a new CRM system is "successfully" implemented.  Now you can:

This FREE CRM Use Needs Survey works hand-in-hand with all other free Infotivity tools for CRM requirements identification and collection. You can accurately & quickly determine the scope of a CRM project with the free CRM Software Project Scope tool, and identify labor inefficiencies and productivity bottlenecks with the free Work Distribution Chart (WDC) tool. Download ALL THREE by completing just one form below.

Three (3) Free CRM Software Requirements tools, please complete the form below:

Have questions? Please do not hesitate to Contact a CRM Selection Expert. It is always FREE!

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First Name: *

Last Name: *

Your Email: *

Company: *

Company Phone:

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Please describe what you need, or what would help you the most:

Your e-mail address:

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