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This template includes more than 160 specific requirements for Customer Relationship Management and Sales Analysis.

This template includes more than 160 specific requirements for Customer Relationship Management and Sales Analysis including these key functional areas:


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  • Customer Sales Orders
  • Manufacturing Orders
  • Credit and Collections Review
  • Sales Analysis
  • Customer Analysis
  • Contact Management
  • Telemarketing
  • Remote Sales Automation
  • Request for Quotation (RFQ)
  • Reporting

Want to Learn More?

These templates and requirements workbooks will provide you with a solid foundation for building your RFP.

However, if you really want to understand the process of writing an RFP in detail, including the crucial issue of evaluating bids, you may want to consider our online RFP training classes.

Our "online classroom" software allows you to get the skills you need from anywhere with an Internet connection. You can see and interact with the instructor, so you can ask questions about your specific situation or industry, or clarify any points you want to understand in more detail.

We also teach classes on the following subjects (click the links to find out more):

Project Management: The Earned Value Approach

Cost Estimating for Government and Competitive Bid Projects

We offer substantial group discounts, and if you have a larger group we are happy to set up classes at a time of your choosing, which can be tailored to your organization's unique training needs. If you have any other questions, please contact us. We should be able to accommodate most any request!

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