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