The CRM market has many strong contenders and differentiation may be difficult. Instead of relying solely on reputation, organizations can use this RFP tool to record and objectively compare vendors according to their specific requirements.
Use this tool to:
- Determine each feature's level of performance in relation to your organization's needs.
- Shortlist vendors even if an RFP process is not used.
- Score and compare potential CRM suite RFP responses based upon the following categories:
- CRM features
- Vendor service and support
Follow the instructions to ensure the RFP scoring criteria accurately reflects your organization's environment and business requirements.