RFP checklist for CRM

The Cegeka RFP-checklist for CRM is a tool for companies who are looking for a new CRM system or are looking to replace their current CRM software.

You can use this document

• to inquire potential suppliers about their CRM solution and expertise;
• to compare the gathered information.

The checklist includes two parts :

• A general information sheet with a general list of questions.
• A detailed questionnaire about the presence of specific functionalities and features in the presented solutions.