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RFP CRM Objectives

Our key CRM strategy and CRM software goal is to enhance and grow customer relationships. Our primary CRM software objectives to support this strategic business objective include [insert your most strategic CRM objectives here].

Advice:

The more specificity here the better. Without clear CRM strategy and CRM software objectives, the CRM vendors recognize that you're buying decision can be manipulated. Some of the CRM software vendors with long-term interests may also recognize your CRM software implementation is aimless and therefore at-risk. Including clear CRM objectives permits understanding by the vendors and more relevant CRM RFP responses for your evaluation team.