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Checklist: RFP checklist for CRM

A tool for companies who start a CRM selection process

Checklist: RFP template for CRM

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

You can use this document to ask potential suppliers in a clear and structured way about their expertise and CRM solution(s).

This document consists of:

  • A general information sheet that you can use to present your organization in a complete and structured way
  • A list of questions you can ask potential suppliers

Download the checklist