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What are the most important items you include in an RFP or RFQ for a CRM?
My team is working on a RFP for a CRM product. What are the most important items we should include?
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2 Answers
Robert,
In my opinion these are the items to include -
- your business requirements
- business processes to support (to which extent)
- Benefits to achieve (measurable)
If you would like speak more about this, do contact me at bart@walsco.com
The exact questions depend on your needs but should include:
1) Can you implement all of the business processes that are described in the initial mini-RFP? Note: It should describe your most unique or difficult process in detail.
2) How much will it cost over the next couple of years? The vendor may need clarification before providing firm prices, but should be able to provide a rough estimate here.
3) How long and how much will it take to implement on a fixed-price basis?
4) Can you try the system before committing to a purchase?
5) What kind of expertise is needed to maintain/change the system?
More details are what your full RFP should contain are provided here: http://www.focus.com/ugr/research/crm/how-pick-right-crm-helpdesk-bpm-vendor/
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