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RFP Templates

Customer Relationship Management (CRM)

Use our CRM templates to establish your selection criteria for methodologies and strategies, including software and other web-based capabilities, which help an enterprise organize and manage customer relationships.

CRM for Financial and Insurance Markets RFP Template
Price: $475 USD
Click here to see free sample
More details

1839 Criteria    free sample

Including: Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

More Information: 1-800-496-1303 ext 285 or
Customer Relationship Management (CRM - )
Price $495 USD
Click here to see free sample
More details

1363 Criteria    free sample

Including: Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

More Information: 1-800-496-1303 ext 285 or
Enterprise Marketing Management (EMM) RFP Template
Price: $375 USD
Click here to see free sample
More details

938 Criteria    free sample

Including: Marketing Automation, Resource Management, Digital Asset Management, Financial Management, Reporting and Analysis, Configuration Points, Integration Points, Platforms, Security, Administration, Lead Management, E-mail Marketing, Product Technology, and Support

More Information: 1-800-496-1303 ext 285 or
Sales Force Automation (SFA - )
Price $375 USD
Click here to see free sample
More details

788 Criteria    free sample

Including: Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more

More Information: 1-800-496-1303 ext 285 or

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