CRM Request for Proposal Template: Free Download

    CRM Request for Proposal Template

    CRM means many things to many people. Use this CRM RFP template to create a customized RFP to meet your organization’s CRM software acquisition needs.

    Customer Relationship Management (CRM) is one of those terms that have become a catch-all for any number of software programs that assist in customer-facing activities. From sales force automation to call center management, supply chain tracking to ticketing systems, CRM can mean many things to many people. For this reason, one organization’s CRM RFP can look dramatically different than another’s. Issuing a Request for Proposal (RFP) for a software acquisition project is an excellent way to objectively compare software solutions.

    Download Info-Tech Research Group’s CRM RFP template to start creating your organization’s customized RFP.

    The attached Zip file includes:

    • Intro Page.doc
    • Cover Sheet and Terms.pdf
    • CRM Request for Proposal Template.doc

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