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CRM RFP Advice

The CRM Software RFP Component Library

Over many years we’ve created hundreds of customer relationship management (CRM) request for proposals (RFPs) and over the last few years we’ve had several community web site visitors ask us for CRM RFPs that they can reuse for their CRM software selection projects. Rather than try to publish one master RFP for all types of CRM software selections, we’ve created a CRM RFP components library that can be selected from and used as appropriate for varying business needs. Don’t try to include all of these CRM RFP components into a single document. We highly recommend you simply use the components that support your CRM software objectives as a starting point. Our advice is strictly that of an experienced CRM implementation practitioner, and not a legal representative. We are not attorneys and throughout this RFP content and all web site content we offer no legal advice whatsoever. We highly recommend you consult with legal counsel and acquire legal opinion and recommendation when constructing your CRM software RFP.

RFP Component Categories      
INSTRUCTIONAL  
DELIVERY  
CONTRACTUAL  
  Acknowledgement of CRM RFP Receipt Data Center Uptime Liability and Insurance  
  Introduction and Purpose Service Level Agreement (SLA) Indemnifications  
  Background Information Security Confidentiality Declaration  
  CRM Objectives Confidential and PII    
  CRM RFP Approach Professional Services Staffing    
  CRM RFP Compliance Deliverables and Work Products    
  CRM Glossary Services Contractual Requirements    
  CRM Software Evaluation Process      
  CRM RFP Instructions      
  Vendor Options      
  Late Proposals      
  Client References      
  Other CRM RFP Requirements      
  Termination of Agreement