SaaS CRM Platform RFP Template

Simplify Your CRM Procurement & Attract Industry-Leading Vendors

Selecting the right SaaS Customer Relationship Management Platform is mission-critical for enterprise-level customer engagement, sales acceleration, and marketing automation. With the CRM ecosystem evolving rapidly across AI-powered workflows, omnichannel communication, and deep analytics, a robust, well-structured RFP is your key to attracting top-tier providers like Salesforce, Microsoft Dynamics, Hubspot, Zoho, and Freshworks.

Whether you’re sourcing a new CRM platform, replacing a legacy system, or expanding functionality across geographies, our SaaS CRM Platform RFP Template delivers a proven, standardised framework for procurement success.

Why Start from Scratch? Use a Proven Template

Drafting a comprehensive CRM RFP from scratch can be overwhelming and risky. Our expertly developed template ensures clarity, governance, and alignment between business, IT, and vendor teams.

With the AMC SaaS CRM Platform RFP Template, you can:

✅ Save weeks of RFP preparation time with a structured, pre-built framework
✅ Align with key compliance and security standards (ISO 27001, GDPR, SOC 2)
✅ Specify CRM needs across marketing automation, sales enablement, service desk, and customer data platforms
✅ Evaluate vendor strengths across integrations (ERP, e-commerce, data lakes), UI/UX, and mobile CRM
✅ Improve cost transparency with structured pricing breakdowns
✅ Standardise responses for easier comparison and board-level reporting

Designed in collaboration with CMO, CIOs, IT Directors, Marketing managers, and Procurement Leads, this template supports enterprise CRM procurement in complex, fast-moving environments.

Key Documents Included in the Template

Our SaaS CRM Platform RFP Template includes the following essential documents to streamline your procurement journey:

• RFP Document Template – Outlines purpose, scope, and evaluation criteria.
• Appendix 1a – Company Details and Environmental Questionnaire
  Profiles supplier background and ESG commitments.
• Appendix 1b – Financial Questionnaire
  Assesses financial health and stability of vendors.
• Appendix 2 – Software Requirement Specification Document
  Defines CRM features, integration needs, performance, and scalability.
• Appendix 2a – Agile Product Vision Statement
  Aligns vendor approach with digital CRM strategy.
• Appendix 2b – Minimal Viable Product
  Details critical features required at launch.
• Appendix 3 – Functionality Matrix Questionnaire
  Maps 1721 CRM functions across sales, service, marketing, and analytics.
• Appendix 4 – Services Questionnaire (140 Questions)
  Covers onboarding, support, SLAs, and delivery capability.
• Appendix 5 – IT Resources Definition Template
  Specifies required IT roles and responsibilities.
• Appendix 6 – Pricing Template
  Breaks down licensing, services, and optional modules.

Enhance Your CRM Procurement Process

Whether you’re migrating to Salesforce, upgrading Microsoft Dynamics, expanding Zoho CRM, or deploying Hubspot, this template ensures your procurement process is:

• Transparent, standardised, and defensible
• Focused on both short-term needs and long-term scalability
• Aligned with business, sales, and IT stakeholders
• Designed to attract premium vendor responses

Free 30-Minute Consultation Included

Every purchase includes a complimentary 30-minute consultation with an AMC procurement expert. We’ll guide you in tailoring the template to your CRM strategy, whether you’re running a formal tender or direct negotiation.

Why Choose AMC’s SaaS CRM Platform RFP Template?

Backed by over two decades of enterprise software sourcing experience, AMC’s RFP templates are the trusted choice for IT leaders worldwide.

✅ Used by Fortune 500 procurement and IT teams
✅ Fully editable and adaptable to your CRM roadmap
✅ Designed to drive high-quality, comparable vendor responses
✅ Proven to reduce time-to-contract and implementation risks

Take the complexity out of CRM procurement—secure the right SaaS CRM platform with confidence using AMC’s trusted RFP framework.