BLANK eCRM Requirements Matrix
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Using this eCRM requirements template
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Make writing your eCRM RFP easier by using this template. There are seperate sheets for different catagories of functionality. These are some of the core items that a digital platform should include such as training etc, however this is here for you to customise as suits your requirements.

Each sheet tab is organized by category, which are listed seperately. Delete sheets that are not relevant to your needs and add rows and sections for functionality you desire but is not listed.
AVAILABLE SHEETS IN THIS TEMPLATE:
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FUNDRAISING
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ADVOCACY
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EMAIL & SMS
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INTEGRATION
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TESTING, IMPLEMENTATION & REPORTING
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SUPPORTER PREFERENCE CENTRE
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API & DATA MANAGEMENT
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PEER-TO-PEER FUNDRAISING
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CRITERIA SCORING: RANKING AND EVALUATIONHOSTING & SECURITY
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Two popular methods for ranking your critera are Essential/Desirable and MoSCoW. You can decide which works best for your organisation.ONBOARDING, TRAINING AND SUPPORT
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MEMBERSHIP
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ECOMMERCE
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EVENTS
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GOOD LUCK SELECTING YOUR NEW eCRM VENDOR!CRM
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FORMS OVERVIEW
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