FREE TEMPLATES
CRM Buyer's Guide: Free RFP Templates
A successful request for proposal communicates high-level business goals and nitty-gritty functional details. Our templates walk you through all the steps for creating a bullet-proof RFP.
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Everything you need to find your match
Every business has different priorities and needs when it comes to finding the right CRM. We're here to help you communicate them.- What do vendors need to know about our business?
- How should I frame our functional needs?
- What are red flags in vendor responses?
Visit our guide to:
Streamline your RFP
Outline your CRM needs to potential vendors and ensure no detail gets left out
Refine your needs
Prioritize the functionalities that will make the biggest impact on your business
Get expert insight
Learn from consultants on what to look for and what to avoid
What's inside?
Request for proposal template - the base of your RFP
Clearly outline your CRM needs to potential vendors with this template. It includes business context, a comprehensive list of expected features, and a structured implementation schedule.
Functional requirements grid - detail your needs
This template helps you go through the evaluation criteria for your CRM and your associated business use cases. It provides a comprehensive and detailed expression of your needs, ensuring all stakeholders have a clear understanding and providers can respond effectively.
Assets created in partnership with Cartelis
Assets created in partnership with Cartelis
