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Crm Request For Proposal
"I need a CRM Request for Proposal for a mid-sized financial services company in Singapore, focusing on cloud-based solutions with strong data security features and integration capabilities with our existing payment processing systems, to be implemented by March 2025."
1. Introduction: Overview of the organization and purpose of the RFP
2. Project Overview: Detailed description of the CRM requirements and objectives
3. Scope of Work: Specific functionalities, features, and services required
4. Technical Requirements: Detailed technical specifications and integration requirements
5. Submission Requirements: Instructions for proposal submission, format, and deadlines
6. Evaluation Criteria: Criteria and methodology for proposal evaluation
1. Budget Guidelines: Cost expectations and financial parameters (include when budget constraints need to be communicated upfront)
2. Implementation Timeline: Expected project milestones and delivery schedule (include when specific timing requirements exist)
3. Vendor Questionnaire: Specific questions for vendors to address (include when detailed vendor information is required)
1. Technical Requirements Matrix: Detailed checklist of required technical features and capabilities
2. Current System Architecture: Documentation of existing systems and integration points
3. Service Level Agreement Requirements: Expected performance metrics and service levels
4. Data Security Requirements: Detailed security and compliance requirements aligned with PDPA and Cybersecurity Act
5. Pricing Template: Standardized format for cost breakdown and pricing proposals
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