AXIATEMPLATES
© Copyright 2018. Axia Consulting Ltd. All rights reserved.

Customer Relationship

Management (CRM)

Software RFI/RFP Template

Quickly and easily gather CRM system

requirements, prepare your RFI and RFP, and

evaluate vendor responses

The ‘CRM Software RFI/RFP Template’ lists 2665+ CRM system criteria,

ready-to-use RFI and RFP templates and integrated evaluation, scoring

and comparison of vendor responses.

The CRM RFI/RFP Template will:

Save you time and effort

Save time gathering your CRM system requirements because thousands of carefully researched criteria are already listed. Simply choose those you need and set their priorities. Quickly prepare your RFI and RFP by just filling in the blanks in the templates. And because the templates follow a standardised format - it is quick and easy to evaluate and compare vendor responses. Save effort as you don’t have to start from scratch. The templates reduce the effort involved with gathering CRM system requirements, preparing your RFI and RFP and evaluations.

Improve clarity and communication

The standard format CRM RFI/RFP Template helps software vendors more clearly understand your requirements and then more easily respond. Receive clearer and improved responses. Consequently, spend less time and effort evaluating and comparing vendor responses. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.

It’s not like other CRM RFI/RFP

templates, because it’s:

Impartial and unbiased. Completely flexible and can also be used for other software selection tasks such as justifying projects, obtaining board approval, requirements gap analysis. Guaranteed with our 60-Day 100% Full Money- Back Guarantee.

The CRM RFI/RFP Template includes:

Template Instructions, plus tips for selecting CRM Software (PDF) Separate templates for RFI and RFP (MS Word) Business Analysis Template for analysing your current situation and collecting more system information (MS Excel / .xlsx) Charts Template for comparing the response evaluation scores of 4 responses (MS Excel / .xlsx) Requirements Template for system requirements specification, integrated vendor response, evaluation and scoring matrices and analysis  (MS Excel / .xlsx)  The ‘Essentials Version’ includes 2665 CRM system criteria for: Market Research -  Marketing -  Sales -  Sales Order Processing -  Advanced Analytics & Business Intelligence -  Common requirements across all modules -  Systems Operations -  Technology requirements -  Software/System Support and Services The ‘Professional Version’ (3320 criteria) includes all above plus: - Invoicing - Customer Support -  Field and Service Management -  Contact Centre

Learn more …

Download a FREE sample of the

CRM Software RFI/RFP Template

The sample (789KB zip file) includes: sample Requirements Template (.xlsx), sample RFP Template (.docx) and sample Instructions (pdf) . Or click on the screen shots below to view them. Our RFI/RFP Checklist Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / government business sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries. And don’t just take our word for it - see what other people have to say ... “Your CRM Checklist (Template) saved us over 44 man hours during the requirements definition phase of the project. I am very grateful for your service” President, Certtest Inc. Irving, Texas, USA “Your Checklist was of great use to me in preparing for vendor selection ... ... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements” Director, Pharma4sight, Essex, UK “We have used the Axia System Requirements Checklists (Templates) as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years. These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities. I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.” MRM Programme Manager, RAC, Perth, Western Australia
Get a copy now and save your time gathering CRM system requirements and preparing your RFI/RFP Get a copy from our online shop and have it delivered to your in-box. You’ll receive an email straight after payment, which has links for you to download your copy and print a receipt.  Shop with confidence. Buy now, using the secure servers of our billing partner, SWREG/Digital River. Most major credit and debit cards are accepted. All major currencies are accepted.  We value your privacy. We will not rent, sell or give your details to any other organisation.

CRM RFI/RFP Template 

Essentials Version

GBP £285 *
Click here to buy - HR RFI/RFP Template - Essentials Version Click here to buy - HR RFI/RFP Template - Essentials Version Download a Free sample of the CRM RFI/RFP Template - click here Download a Free sample of the CRM RFI/RFP Template - click here Customer Relationship Management (CRM) Software RFI/RFP Template CRM Software RFI/RFP Template - Requirements Template CRM Software RFI/RFP Template - Requirements Template CRM Software RFI/RFP Template - Requirements Template CRM Software RFI/RFP Template - Charts Template
(*) Plus VAT on RFI/RFP Templates sold into the European Union.

CRM RFI/RFP Template 

Professional Version

GBP £355 *
Click here to buy - CRM RFI/RFP Template - Professional Version
AXIATEMPLATES
© Copyright 2018. Axia Consulting Ltd. All rights reserved.   Privacy Policy  

Customer

Relationship

Management

(CRM) Software

RFI/RFP

Template

Quickly and easily gather

CRM system requirements,

prepare your RFI and RFP, and

evaluate vendor responses

The ‘CRM Software RFI/RFP Template’ lists 2665+ CRM

system criteria, ready-to-use RFI and RFP templates and

integrated evaluation, scoring and comparison of

vendor responses.

The CRM Software RFI/RFP Template will:

Save you time and effort

Save time gathering your CRM system requirements because thousands of carefully researched criteria are already listed. Simply choose those you need and set their priorities. Quickly prepare your RFI and RFP by just filling in the blanks in the templates. And because the templates follow a standardised format - it is quick and easy to evaluate and compare vendor responses. Save effort as you don’t have to start from scratch. The templates reduce the effort involved with gathering CRM system requirements, preparing your RFI and RFP and evaluations.

Improve clarity and

communication

The standard format CRM RFI/RFP Template helps software vendors more clearly understand your requirements and then more easily respond. Receive clearer and improved responses. Consequently, spend less time and effort evaluating and comparing vendor responses. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.

It’s not like other CRM

RFI/RFP templates,

because it’s:

Impartial and unbiased. Completely flexible and can also be used for other software selection tasks such as justifying projects, obtaining board approval, requirements gap analysis. Guaranteed with our 60-Day 100% Full Money-Back Guarantee.

The CRM RFI/RFP Template

includes:

Template Instructions, plus tips for selecting CRM software (PDF). Separate templates for RFI and RFP (MS Word / .docx). Business Analysis Template for analysing your current situation and collecting more system information (MS Excel / .xlsx). Charts Template for comparing the response evaluation scores of 4 responses (MS Excel / .xlsx). Requirements Template for system requirements specification, integrated vendor response, evaluation and scoring matrices and analysis (MS Excel / .xlsx).  The ‘Essentials Version’ includes 2665 CRM system criteria for: -  Market Research -  Marketing -  Sales -  Sales Order Processing -  Advanced Analytics & Business Intelligence -  Common requirements across all modules -  Systems Operations -  Technology requirements -  Software/System Support and Services The ‘Professional Version’ (3320 criteria) includes all above plus: -  Invoicing -  Customer Support -  Field and Service Management -  Contact Centre

Learn more …

Click on the screen shots below to view templates. Our RFI/RFP Checklist Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / government business sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries. And don’t just take our word for it - see what other people have to say ... “Your CRM Checklist (Template) saved us over 44 man hours during the requirements definition phase of the project. I am very grateful for your service” President, Certtest Inc. Irving, Texas, USA “Your Checklist was of great use to me in preparing for vendor selection ... ... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements” Director, Pharma4sight, Essex, UK “We have used the Axia System Requirements Checklists (Templates) as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years. These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities. I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.” MRM Programme Manager, RAC, Perth, Western Australia
CRM Software RFI/RFP Template - Requirements Template Customer Relationship Management (CRM) Software RFI/RFP Template CRM Software RFI/RFP Template - Requirements Template CRM Software RFI/RFP Template - Requirements Template CRM Software RFI/RFP Template - Charts Template
(*) Plus VAT on RFI/RFP Templates sold into the European Union.
Get a copy now and save your time gathering CRM system requirements and preparing your RFI/RFP Get a copy from our online shop and have it delivered to your in-box. You’ll receive an email straight after payment, which has links for you to download your copy and print a receipt.  Shop with confidence. Buy now, using the secure servers of our billing partner, SWREG/Digital River. Most major credit and debit cards are accepted. All major currencies are accepted.  We value your privacy. We will not rent, sell or give your details to any other organisation.

CRM RFI/RFP Template 

Essentials Version

GBP £285 *
Click here to buy - HR RFI/RFP Template - Professional Version Click here to buy - HR RFI/RFP Template - Professional Version

CRM RFI/RFP Template

Professional Version

GBP £355 *
Click here to buy - CRM RFI/RFP Template - Professional Version