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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.

Advice: 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