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Business Case for CRM Template

Use our Business Case for CRM Template to help you design a business case for an investment in a CRM (customer relationship management) solution.

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CRM Business Case Template.pdf

CRM Vendor Evaluation Matrix

Use our CRM Vendor Evaluation Matrix to compare potential CRM solutions. For each parameter, rank vendors based on their ability to deliver on your requirements. As every company has different requirements, feel free to change the decision making criterion to suite your specific needs.

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CRM Vendor Evaluation Matrix.pdf

CRM Request for Proposal (RFP)

The purpose of this tool is 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.

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CRM System RFP Template.pdf

CRM Readiness Assessment Tool

Use our CRM Readiness Assessment Tool to measure your organization's readiness to implement an enterprise CRM program and/or system.

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CRM Readiness Assessment Tool.pdf

CRM Consulting Services RFP tool

The purpose of our CRM Consulting Services RFP toolis to help you design a Request for Proposal (RFP) for CRM Consulting Services. An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.

Preview Document (PDF Version): 

CRM Consulting Services RFP.pdf

Currently there are many Software-as-a-Service (SaaS) CRM solutions that can be quickly implemented at reasonable costs. Read our SaaS CRM Guide to learn the benefits of hosted CRM and understand the players in the marketplace.

Many mid-sized organizations are in the process of implementing a CRM system, but few have a really solid understanding of how to best approach the project. Read our CRM Consulting Guide to understand the benefits that CRM consultants can deliver.

CRM projects are notorious for failing for a variety of reasons in mid-sized enterprises. Although there have been considerable CRM product developments, including the rapid growth of solid hosted solutions, there is still a need for a foundation built on mature processes, alignment with goals, and senior level buy-in. Read our CRM Preparation Guide and gauge how ready your organization is to tackle this initiative.

Read our 13-page CRM Systems Guide to learn:

• Understand the Definition of CRM
• Develop a Return on Investment Strategy
• Identify Implementation Costs & Benefits
• Perform a Cost/Benefit or ROI Calculation
• Differentiate CRM System Architectures
• Learn CRM Features & Functionality
• Build a Business Case & Project Charter for CRM
• Identify Risks & Key Success Factors
• Implement CRM Successfully