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RFP checklist for CRM

This RFP checklist offers you critical questions you can ask potential suppliers about their expertise and solution.   

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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. 


Download the checklist