CRM Vendor Demonstration Script Template

Author(s): Hong Kwok

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Use this template to support your evaluation of vendors and their CRM products. Once complete, this template will provide vendors with scenarios that prompt them to display how the tool will support your organization's particular needs.

Use this template in conjunction with Phase 3: Engage, Evaluate, and Finalize Selection of the blueprint, Select an Enterprise Application.

View the Complete Blueprint:

Select an Enterprise Application

Selecting a best-fit solution requires balancing needs, cost, and vendor capability.

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