Customer Relationship Management Suite RFP Template for Large Enterprises


Download

Get Instant Access
To unlock the full content, please fill out our simple form and receive instant access.

Use this Request for Proposal template to formally invite customer relationship management (CRM) suite vendors to submit a proposal describing the features of their product, and how they can match up with your requirements. This template will help you:

  • State the purpose of the RFP, and then describe your organization and its technology environment.
  • Specify the terms of the RFP, CRM requirements, and deadlines.
  • List basic and advanced CRM suite requirements, with a pre-populated list of common CRM features and integration needs.
  • Define the nature of the engagement and outline the level of ongoing support expected from the vendor.
  • Gather more information on the vendor and about its qualifications, as well as the total cost of the software.

A detailed RFP gives you a chance to accurately match up vendor offerings with organizational needs, as well as saves you time in the selection process.

Related Content

GET HELP Contact Us
×
VL Methodology