CRM Consultant Evaluation - RFI/RFP

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Posted on 9 Aug 2012 17:20:11 by lizcr5137

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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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Community Member on 03 Jul 2018 at 16:24:09

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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
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JarrettOBrien 5 on 13 Aug 2012 at 16:41:41

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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
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GL-23071537-0 on 09 Aug 2012 at 20:10:51

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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.
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CRMInnovation.com on 09 Aug 2012 at 20:04:04

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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