web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Consultant Evaluat...
Microsoft Dynamics CRM (Archived)

CRM Consultant Evaluation - RFI/RFP

(0) ShareShare
ReportReport
Posted on by lizcr5137 250

I need to find the best CRM consultant to help consolidate 3 different CRM systems, and I've been asked to write an RFI/RFP in order to evaluate our options.

 Has anyone gone through this process before? Any insight or suggestions would be appreciated. Are there any templates available specific to this type of RFI/RFP?

 

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: CRM Consultant Evaluation - RFI/RFP

    Hi Gretchen I appreciate your reply was a while ago now but if you are able to send the book you mention that would be greatly appreciated. Assuming it's an e - book my email is andym@premiermarinas.com

    thanks

    Andy

  • Suggested answer
    JarrettOBrien Profile Picture
    JarrettOBrien 5 on at
    Re: CRM Consultant Evaluation - RFI/RFP

    Hi Liz,

      My company helps clients evaluate CRM solutions.  We have a process that begins with creating a prioritized list of ranked requirements based on business objectives, existing deployments, and departmental / end user needs.  If you need some help in phasing out the project, defining requirements, or comparing solutions let me know.

    Thanks,

    Jarrett O'Brien

    CEO

    Evalperiod

  • Verified answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 on at
    Re: CRM Consultant Evaluation - RFI/RFP

    Hi there!

    A couple folks from PowerObjects wrote a book on questions to ask when implementing Microsoft Dynamics CRM.  I'd be happy to send you a copy if you want to private message me.

  • Verified answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com on at
    Re: CRM Consultant Evaluation - RFI/RFP

    My recommendation:

    1. Describe existing environment.

    2. Describe what success looks like.

    3. Identify time frame requirements.

    4. Identify internal resources you will provide to the project.

    Post on various Linkedin CRM Groups.

    Ask CRM pros to tell how they will get you from item 1 to item 2 within the constraints of item 3 and 4.

    Jerry

    Microsoft Dynamics CRM MVP

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans