Preparing the RFP

Build the specifications and select the right partner.

• How to choose the right CRM solution? - Learn how to evaluate CRM solutions: pitches, demonstrations, functional fit, and user involvement for an optimal selection.
• How to choose the right CRM implementation partner? - Discover the criteria for selecting a CRM integrator: expertise, methodology, support, and guidance to ensure a successful CRM deployment.
• Which documents should be included in a tender package to be sent to CRM vendors? - Discover the key documents for a successful CRM tender: selection criteria, performance objectives and integration constraints explained in detail.
• The steps for a successful CRM RFP - The stages of a CRM tender: functional specifications, vendor shortlisting, evaluation scorecard, and choosing the implementation partner to secure your project.
• CRM evaluation grid: comparing solutions - Compare CRM solutions objectively using our free evaluation grid: features, budget, integration, UX, security, and support.
• How to shortlist CRM vendors? - Learn how to use a simple comparison matrix to evaluate CRM vendors based on your functional, technical and regulatory criteria.