CRM System RFP Template

Your Problem

You need to design a Request for Proposal (RFP) for a CRM System. It is important that you specify to your potential vendors each of the requirements you are looking for from a provider.

Our Solution

We created the CRM System RFP Template to help you design a CRM System Request for Proposal (RFP). An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.

Vendors who are interested in the opportunity will respond with their approach to delivering on your requirements. This template includes the following sections: Company Information, Statement of Work, Proposal Submission Procedure, Scope of Work & Business Requirements, Vendor Information, and Estimated Budget & Resources Required. This is a great organizational tool that will help you present a formal RFP for a CRM System.

Key Benefits

• helps you get bids from multiple vendors
• reduced cost of project from competing bids
• provides all key project requirements
• save 4 hours on writing & formatting
• provides a real-world example

Microsoft Word Document

Estimated Time Required: 1 Hour

Skills Required: RFP Writing