How to write a CRM RFP (with free template)

marketer using CRM RFP template open on a screen showing vendor evaluation matrix

CRM buying decisions go sideways in a predictable way. Sales wants pipeline automation, IT wants an on-premise option, marketing wants native email, and finance wants to know why there’s a $200K line item with no defined ROI. By the time procurement gets involved, you’ve got four vendors, three opinions, and zero consensus.