Government CRM Software Selection Process and RFP Template

Leveraging the Experience of Others

This free Request For Proposal (RFP) has been compiled from over several years and has extracted what are often the most meaningful business processes and software capabilities that add value to the user experience and strategic objectives.

	Public Sector CRM Software RFP Template	The RFP Template includes the following sections: Constituent Management & Citizen Self Service Portals Economic Development and Outreach Programs Case Management Call Center and 3-1-1 Operations Public Sector Best Practices Business Process Automation Hosted CRM, Service Level Agreements and Information Security Technology Utilization and Cost Savings

Government CRM Software Requirements List

Leveraging a well organized, comprehensive and prioritized Request For Proposal (RFP) is one of the single greatest safeguards you can use to accurately match CRM software systems to your organization's requirements as well as truly understand the differences between systems.

A well structured RFP document will provide an apples to apples comparison point among otherwise seemingly similar CRM software systems. As important, the vendors' RFP responses will identify missing functionality and software capabilities, prior to making a purchase decision so that alternatives such as work-around's or reconfiguration can be explored or additional customization costs can be well understood. This RFP Template provides the a simple foundation to achieve the following:

• An approach identify and prioritize the most critical business needs and high impact results
• A structured document which logically links public sector business processes with core CRM software modules
• How to draft an RFP so that it can be appended to your future CRM software license agreement
• Clear instruction for how to weight and prioritize multiple RFP responses for a clear comparison
• What not to include in the RFP which provides little value or clouds the higher impact areas
• How to avoid buying software that you don't need (often called shelf-ware or bloat-ware)

This RFP Template provides the basis to clearly and objectively discover which CRM software systems provide the highest fit to your organization's needs.