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Vendor Shortlist Process Checklist

Vendor Shortlist Process Checklist - Roadmap Step Vendor...

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Roadmap Step - Vendor Shortlist Process Checklist 1) Does the client understand that our Vendor Shortlist process is based on the client’s business function and technical needs? 2) Have we investigated industry related software (e.g., banking, manufacturing) in an effort to ensure that we are making the best recommendations possible? 3) Have we asked the client if they have had any contact with CRM software vendors that maybe included in the short list evaluation process? 4) Have we properly reviewed the business functions and technical features so that we understand the implications that the burning issues, technical baseline and user needs are adequately balanced against the experience and expertise of the CRM Vendor and/or Implementation partner candidates? 5) Are we prepared to support our selections with reasons why a vendor was placed on the shortlist? 6) Are we prepared to support our exclusions with reasons why a vendor was not placed on the shortlist?
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