CRM software RFI and RFP Template

Quickly and easily gather your CRM system requirements, prepare your RFI & RFP, and evaluate vendor responses. The CRM RFI/RFP Template will:

Save you time identifying and gathering your software / system requirements because thousands of carefully researched criteria are listed. Simply choose those you need and set priorities for each criteria. Then quickly prepare your RFI or RFP by just filling in the blanks. And as everything is in MS Excel, you can quickly and easily configure to your precise needs.

Save you effort as you don’t have to start from scratch. The template reduces the effort involved with specifying requirements and preparing RFI’s / RFP’s. The standardised format also helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.

Save you money as you can use the template yourself. There’s no need for extra staff or resources to help you specify your requirements or prepare your RFI and RFP.

Help you to select the right system by providing clarity and transparency. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.

The CRM RFI/RFP Template comprises:

An RFI Template, RFP Template, Requirements Specification, Business Analysis, Instructions and Software Selection Overview.

All system requirements are on one ‘RFP Requirement Specification’ worksheet, listed in a logical order, to make it quicker and easier to configure to your needs.

Separate, easy-to-amend RFI and RFP Templates (worksheets), to save time creating your own RFI and RFP.

A Business Analysis worksheet, to better understand your current situation and collect more information.

It’s easy to create a full RFP for issue to vendors – just combine ‘RFP Requirement Specification’ and ‘RFP Template’ worksheets (or copy and paste).