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CRM Provider RFP Kit

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A Customer Relationship Manager (CRM) is essential to keeping all of your contact and customer data organized. There are lots of options when it comes to CRMs so you need to be sure you are getting the one that best suits your organization's needs.


With this in mind, we created a CRM provider RFP kit that you can use to find the CRM that works best for you.


This kit includes:


  • A fill-in-the-blank PDF file for you to enter in all of your company info, deadlines, and more.
  • A questions table with all of the key questions you should ask CRM providers.
  • An answer key with examples of how the questions should be answered. (Bonus: they're all based on our very CRM so they're completely real answers!)

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