Checklist: RFP template for CRM
A tool for companies who start a CRM selection process
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