RFP checklist for CRM

Checklist preview

The Cegeka RFP-checklist for CRM is a tool for companies who are looking for a new CRM system or are looking to replace their current CRM software. 

You can use this document 

• to inquire potential suppliers about their CRM solution and expertise;
• to compare the gathered information. 

The checklist includes two parts : 

• A general information sheet with a general list of questions. 
• A detailed questionnaire about the presence of specific functionalities and features in the presented solutions. 

You can request the second part of the checklist here.