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CRM RFP Background

Company specific narrative here. Be sure to focus on the CRM software and business areas of your organization, such as sales and marketing, customer support, customer service and business development areas.

Advice:

While it is unfortunately true that several of the (larger) CRM software manufacturers or resellers will give little to no attention to your background section, you may be pleasantly surprised by a few CRM providers who not only digest this section, but then make good inquiries and submit questions about the company in order to provide a more relevant RFP response and detailed software demonstration.