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

CRM Consultant Evaluation - RFI/RFP

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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?

 

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  • Verified answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com on at

    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

  • Verified answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 Microsoft Employee on at

    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.

  • Suggested answer
    JarrettOBrien Profile Picture
    JarrettOBrien 5 on at

    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

  • Community Member Profile Picture
    Community Member on at

    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

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