CRM RFP Introduction and Purpose
The purpose of this Request For Proposal (RFP) is to solicit proposals for a Software as a Service (SaaS) customer relationship management (CRM) business application solution that will satisfy the organization's CRM objectives and business requirements identified later in this document.
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We tend to favor including additional background information in the introduction, such as:
• Company profile
• Organization environment, including number of sites and locations
• Current CRM software system (or referencing the manual processes)
• Technology strategy or adopted standards
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