CRM Automation

Writing an RFP

It is not our intention here to suggest a “best” way to write your systems specifications document. We respect the fact that each company has its own set of rules and regulations concerning the writing of a technical specifications document. Nevertheless, here are ISM's recommendations to assist in structuring your CRM systems specifications document to send to a qualified short-list of external vendors in the form of an RFP:

1. General Conditions Section— This is where you list general conditions of significance to your company such as right to reject, performance conditions, response verification and conditions, and so forth.

2. Vendor Instructions— This is where you provide a clear description to the CRM vendor concerning the purpose ...