The Basics Of CRM RFP Templates

John Follett

Although the term CRM is widely used in some circles, the definition is still unknown to many.

CRM stands for Customer Relationship Management, and it is a popular model used in the management of an organization’s interactions with clients, customers, and sales prospects. This model is widely implemented because it can improve quality and efficiency, increase profitability, and decrease costs.

CRM RFP Template

 

Another commonly used term is RFP. An RFP is a Request for Proposal. This is essentially a formal invitation to vendors that allows them to bid on a particular job or to fill a need. RFPs announce and outline the exact need for a product or service, and vendors interested and capable of meeting those criteria can pursue the opportunity. A better practice than traditional contract processes, the RFP can speed and streamline the process because vendors already know your plans and precise budget and have to work within those requirements.

A CRM RFP template is vital for preparing the most detailed, accurate request for proposal. The customer relationship management team should overtake this project, and utilize the company name and logo within the template, since this further extends the company’s brand.

A good RFP will outline the company’s information, the project’s purpose and statement of work, the proposal submission procedure potential vendors need to follow, the scope of the work and any business requirements, vendor information, and the estimated budget and provided resources. Below are a number of basics for CRM RFP Templates.

Company Information

  • Be sure to provide a detailed description of the company or organization, as well as its size, branch locations, and business goals.
  • Detail the type of technology the company uses, such as any desktop operating systems, intranet, applications, and LAN diagrams.

Statement of Work

  • State the purpose of the RFP outright.
  • Offer a description on the scope of the project. For example, describe which departments will use the CRM system.
  • Provide timelines and project schedules, but note that these are subject to change.

Proposal Submission Procedure

  • Make it clear that any vendor that responds is responsible for understanding all of the requirements contained in the RFP.
  • Detail a good faith statement, communication guidelines, and proposal submission guidelines.
  • List evaluation criteria and the details of how a vendor will be contact if it makes the short-list.

Scope of Work & Business Requirements

  • Give an overview of general requirements, such as secure web access, report customization, and shared calendars.
  • List technical features and requirements, such as security settings and customization capabilities.
  • Other things to consider include marketing features, customer service features, and sales requirements.

Vendor Information

  • Detail the required information vendors must submit.

Estimated Budget

  • Provide a breakdown of costs.

Following this model is the best way to ensure success of your proposed project.

 

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