Use Axia’s Checklist to rapidly create your CRM system requirements, RFI/RFP’s, plus evaluate and score vendor responses

CRM System Checklist Quick Links

Save time, effort and money

Reduce risk of wrong CRM system selection

Versions to suit all types of organisations

Checklist impartiality

When to use a Checklist

Instructions

Money back guarantee

Format options available

Industry sectors where Checklists have been used

Alternative ways the Checklists are used

Contents - summary

Table of Contents

Links to sample pages / sample download

Differences between the CRM System Checklist versions

Prices

Ordering and delivery

Quick Link to other pages

Testimonials

FAQ

SAVE WEEKS OF TIME

Axia Checklists enable you to specify your new CRM system requirements, RFI’s, RFP’s much faster than traditional methods. Virtually all the functional system requirements are listed - all you do is score those needed. You don’t have to think up your requirements from scratch.

No matter how complex your future CRM system needs, the Checklist can help you to be more systematic and thorough when gathering or specifying your requirements, enabling you to complete your ‘user needs / specification / RFI / RFP’ in just days.

SAVE EFFORT

The CRM System Checklist has been carefully researched to cover virtually all functional system requirements, listing 880+ system wide, operations, technology and support functions, 2120+ CRM functions, plus 340+ business analysis and overview criteria (in the Corporate version).

The Checklist will stimulate your thoughts, give you ideas and make you aware of what the latest CRM systems can do.

Written in Microsoft Excel, any additional requirements can easily be included, amendments made and criteria not needed can be deleted. You have complete control.

The Checklist will save you effort by:

• saving you time gathering or specifying your requirements
• quickly creating the specification or RFI/RFP for issue to software vendors
• allowing you to work the way you want to - either on screen, on paper, or a mix of both (using multiple copies for your own internal use)
• providing space and flexibility within the Checklist, to enable vendors to respond to each of your requirements
• including a pre-built format for evaluating and scoring vendor responses - to enable you to carry out an impartial evaluation of the software / vendor response

SAVE MONEY

This Checklist is specifically designed for you to use yourself, without needing to employ additional staff or resources.

REDUCE THE RISK OF WRONG CRM SYSTEM SELECTION

The Checklist provides an industry standard approach to assemble your requirements in an orderly, structured way. When used as part of an RFI or RFP, it enables prospective vendors to respond to your specific needs without confusion, in a standardised format. And hence ensure an easy and impartial comparison of proposals and identification of the best solutions.

VERSIONS TO SUIT ALL TYPES OF ORGANISATIONS

• small medium and large size organisations (with turnovers from £5m to £500m), including:
• commercial companies / businesses and non-profit / government organisations
• CRM or IT staff, functional specialists, managers, directors
• any person or organisation involved with specifying a new CRM system

CHECKLIST IMPARTIALITY

The Checklist is totally impartial and has no bias towards any CRM software package or vendor. Return to top

WHEN TO USE A CHECKLIST

If you are planning to replace your CRM system in the future, you should review this Checklist. You’ll benefit most, prior to contacting software vendors. As this will focus your thoughts on your specific needs rather than being side tracked with potentially unsuitable solutions. Return to top

INSTRUCTIONS

Clear instructions are provided, covering:

• how to complete the Checklist worksheets
• producing a system requirements specification, RFI, or RFP
• responding to the RFI/RFP (by vendors)
• how to evaluate and score software vendor responses

Plus an outline of software system selection, covering shortlisting and detailed selection phases, to provide a complete summary of how to select your next CRM system. The Checklist is structured into 2 levels - overview (for RFI) and detailed (for RFP) to match the shortlisting and detailed selection phases. Return to top

MONEY BACK GUARANTEE

If you are not completely satisfied with this Checklist - simply return the CD (or email us confirming you have deleted all email / downloaded file copies) within 30 days and we will give you a full refund on the spot or cancel your invoice, no questions.

FORMAT OPTIONS AVAILABLE

The CRM System Checklist is available in Microsoft Excel 97-2003, Microsoft Windows 95-XP format by:

• immediate download (“.zip” file)
• email file attachment (“.zip” file or “.xls” Excel file)
• CD (“.xls” Excel file)

The minimum recommended system requirements are: Pentium 450, 64 MB RAM, 3 MB free disk space, MS Excel 97 or later version, MS Windows 95 or later version and a CD / DVD drive (if ordering a CD).

NB: (i) The Checklists work in all versions of Excel from 97 through to 2007 (SP1) and Windows from 95 through to Vista. (ii) “.zip” files require ‘winzip’ from www.winzip.com

INDUSTRY SECTORS WHERE CHECKLISTS HAVE BEEN USED

Agencies, Arts, Charities, Construction, Education, Colleges, Universities, Energy, Engineering, Exhibition Centres, Financial Services, Food, Government Agencies, Healthcare, Housing Associations, Information Technology, Insurance, Legal Firms, Leisure, Hotels, Local Councils and Government, Manufacturing, Media, Medical Equipment, Mining, Museums, NHS Trusts, Non Profit, Institutes, Pharmaceuticals, Port Authorities, Professional Associations, Retail, FMCG, Service Organisations, Telecommunications, Transport,

...located within the UK, USA, Canada, Australia, Europe and many other countries world wide. Return to top

ALTERNATIVE WAYS THE CHECKLISTS ARE USED

• assisting with ‘brain storming’ - to identify user needs / system requirements
• preparing requirements documents, or system requirements specifications
• as RFI / RFP schedules for software vendors to ‘tick the boxes’ where their software meets (customer) requirements
• as reference lists - to check that everything is included within the requirements specification / RFI / RFP
• to understand more about CRM systems

CONTENTS - SUMMARY

Two CRM System Checklist versions are available - SME and Corporate. Sections included within each version are stated as either ‘included’ or the number of criteria.

TABLE OF CONTENTS

1. Business analysis: (105 criteria*) - business sector, location and employee analysis, number of system users, present CRM system, future CRM system, outline budget for future CRM system

2. Overview - CRM system functions: (240 criteria*) - overview of the key systems functions detailed within sections 3 to 14

3. System wide functions: (332 criteria*) - system / software quality accreditations, internet / intranet, ESS (employee self service), MSS (manager self service), employee portal, workflow, alerts, DIP (document image processing), euro / european monetary union, multi company / currency / lingual capability, windows, enquiry, SMS text messaging, reporting, e-reporting, e-documentation and forms, links to other systems

4. Advanced analytics and business intelligence: (240 criteria*) - analytical system, self-service, dashboards, analysis, scorecards, forecasts, data warehouse, data mining, combined business intelligence and analytics, integrated links, statistics and volumes

5. Market research: (109 criteria*) - market research management, market research information, questionnaires / surveys, web based questionnaires / surveys, competitor tracking, market research analytics and reports, integrated links, statistics and volumes

6. Marketing: (287 criteria*) - campaign management, marketing campaign planning, campaign list generation, personalised campaigns, campaign execution, best practices, campaign project and task management, email marketing, email marketing process, e-marketing, telemarketing, direct mail marketing, event marketing, trade promotion marketing, budget and revenue tracking, campaign response tracking, marketing analytics, campaign analysis, customer analysis, product and service analysis, integrated links, statistics and volumes

7. Sales: (501 criteria*) - sales strategies, territory management, account configuration, contact information, updating contact information, sales process and contact management automation, MS Outlook integration, prospecting, telesales, CTI (computer telephony integration), opportunity management, pipeline management, lead management and routing, activity management, team selling, website sales, mobile / field sales, partner management, automated sales alerts, forecasting and business planning, multimedia reference library, content management, literature / information requests, sales incentives and commissions, sales process scripts, sales analytics and reports, integrated links, statistics and volumes

8. Sales order processing and Invoicing: (469 criteria*) - system set up, proposal management, quotation management, prices, cross-selling and up-selling, contracts, order processing, sales daybooks, fulfilling orders, product configuration, delivery, invoicing, customer portal, integration with website / shopping carts, customer self service / sales orders, sales order data exported to e-commerce website, website product catalogue, sales order data imported from e-commerce website, e-commerce payments, cash sales and trade counter, customer returns / RMA (return merchandise authorisation), sales order documentation, analytics and reports, integrated links, statistics and volumes

9. Customer support: (195 criteria*) - account and contact management, support management, ticket management, escalation, product returns, defect tracking, quality and change requests, product tracking, knowledgebase of common product / defect / procedural problems and solutions, fast search, problem / issue capture via web forms, support portal, customer support alerts, customer support analytics and reports, integrated links, statistics and volumes

10. Field and service management: (207 criteria*) - mobile field support access, warranty management, service management, service call logging, schedule optimisation, despatch service requests / engineers, problem resolution and solution management, call progressing, escalation, preventative maintenance, service parts management, mobile parts management, returns and parts order, repair management, shipping and receiving (of parts and repair items), service analytics and reports, integrated links, statistics and volumes

11. Contact centre: (117 criteria*) - multi-channel, multi-role contact centres, information management, communication, CTI, email response management, customer self-service, analytics and reports, integrated links, statistics and volumes

12. Systems operations: (184 criteria*) - system reliability, operational efficiency, system performance, user productivity assistance, data processing and systems control, data volumes and quality, security, back up and recovery

13. Technology requirements: (250 criteria*) - application software, databases, database administration and monitoring tools, operating systems (mainframes, servers, clients, networks), XML, XBRL, network types and configuration, Cloud services: SaaS (Software as a Service), ASP (Application Service Provider) / Hosted, internet access and hosting, hardware platforms (mainframe, mid range, server, workstation, client), hardware (wireless / portable devices), other hardware requirements

14. Software / system support: (119 criteria*) - sources of support, vendor quality accreditations, vendor / support organisation expertise and reputation, implementation assistance, training, maintenance and support

15. Summary of module / vendor scores

(* number of criteria included within the CRM corporate version, excluding statistics and volumes) Return to top

LINKS TO SAMPLE PAGES / SAMPLE DOWNLOAD

Click the links to view the following sample pages: CRM marketing information system / sales software / customer support software

Download a free sample of the CRM RFI/RFP Checklist:

DIFFERENCES BETWEEN THE TWO CRM SYSTEM CHECKLIST VERSIONS:

The two versions are designed for different size organisations and different CRM system functional needs.

PRICES

*Equivalent price in US Dollars and euro - price / exchange rate correct when website last updated.

Plus additional charges for:

• VAT @ 17.5% on Checklists delivered within the UK
• CD creation and postage/packing charges for CD’s

ORDERING AND DELIVERY

Place your order with our online shop from this order page or click the link below.

Immediate delivery / download from our online shop. Secure credit card processing. Most major credit and debit cards accepted. All major currencies accepted. Download your purchased products and invoice/receipt straight after payment, via links from email.

If you prefer not to use a credit card, use this alternative order form. Payment requested by invoice. 30 day terms. Payment by cheque only. GBP Pound Sterling, US Dollars and euro currencies accepted. Wherever possible, Checklists will be despatched on the same day as receiving your order.