Only 50% of distributors’ reps and sales leaders regularly use their CRM. It doesn’t have to be that way. This RFP template helps you ask the right questions, spot red flags early, and choose a CRM your team will actually use (and love!).
Choosing a CRM is a big decision. For distributors, the wrong system wastes time, drains rep morale, and kills adoption.
This free template helps you cut through the noise and choose a CRM that actually works for your sales team. You’ll get a list of questions to ask vendors, a clear framework for comparing solutions, and a list of real-world sales scenarios to pressure-test each tool during demos.
If you’re evaluating CRMs this year, don’t start from scratch. Use this.