# How Can Integrating RFP Software with a CRM Improve ROI Tracking? ▴ Question

**Published:** 2025-08-08
**Categories:** Question

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![Precision-engineered multi-vane system with opaque, reflective, and translucent teal blades. This visualizes Institutional Grade Digital Asset Derivatives Market Microstructure, driving High-Fidelity Execution via RFQ protocols, optimizing Liquidity Pool aggregation, and Multi-Leg Spread management on a Prime RFQ](https://options.greeks.live/wp-content/uploads/2025/07/precision-engineered-multi-vane-system-illustrating-institutional-digital-asset-derivatives-rfq-protocols-market-microstructure-optimized-liquidity-aggregation-prime-os-high-fidelity-execution.jpg)

![Sleek dark metallic platform, glossy spherical intelligence layer, precise perforations, above curved illuminated element. This symbolizes an institutional RFQ protocol for digital asset derivatives, enabling high-fidelity execution, advanced market microstructure, Prime RFQ powered price discovery, and deep liquidity pool access](https://options.greeks.live/wp-content/uploads/2025/07/prime-os-digital-asset-derivatives-rfq-protocol-high-fidelity-execution-1.jpg)

## Concept

The integration of Request for Proposal (RFP) software with a Customer Relationship Management (CRM) system creates a unified data ecosystem that bridges the gap between sales and [proposal management](https://prime.greeks.live/area/proposal-management/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite) teams. This synergy allows for the seamless flow of information, eliminating manual data entry and providing a holistic view of the customer lifecycle, from initial contact to proposal submission and beyond. By connecting these two critical business functions, organizations can enhance efficiency, improve collaboration, and gain deeper insights into the [sales process](https://prime.greeks.live/area/sales-process/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite). 

![A translucent teal layer overlays a textured, lighter gray curved surface, intersected by a dark, sleek diagonal bar. This visually represents the market microstructure for institutional digital asset derivatives, where RFQ protocols facilitate high-fidelity execution](https://options.greeks.live/wp-content/uploads/2025/07/digital-asset-derivatives-rfq-protocols-driving-optimal-execution.jpg)

## The Core Components

To fully grasp the implications of this integration, it’s essential to understand the distinct roles of each system:

- **[RFP Software](https://prime.greeks.live/area/rfp-software/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite)** ▴ This specialized tool is designed to streamline the process of responding to RFPs, Requests for Information (RFIs), and other complex questionnaires. It centralizes content, automates workflows, and facilitates collaboration among subject matter experts.

- **CRM System** ▴ The CRM serves as the central repository for all customer-related data, including contact information, communication history, and sales pipeline status. It is the primary tool for managing customer relationships and tracking sales activities.

![Central intersecting blue light beams represent high-fidelity execution and atomic settlement. Mechanical elements signify robust market microstructure and order book dynamics](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-protocol-execution-engine-visualizing-market-microstructure-for-high-fidelity-alpha-generation-via-prime-os.jpg)

## The Rationale for Integration

Without integration, the sales and proposal processes often operate in silos. Sales teams work within the CRM, while [proposal teams](https://prime.greeks.live/question/how-does-integrating-rfp-and-crm-systems-improve-collaboration-between-sales-and-proposal-teams/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite) use RFP software. This disconnect can lead to a number of challenges, including:

- **Redundant Data Entry** ▴ Manually transferring data between systems is time-consuming and prone to errors. 

- **Lack of Visibility** ▴ Sales teams may have limited insight into the progress of proposals, while proposal teams may lack the full context of the customer relationship. 

- **Inefficient Workflows** ▴ The handoff between sales and proposal teams can be clunky and inefficient, leading to delays and missed deadlines.

By integrating RFP software with a CRM, organizations can overcome these challenges and create a more cohesive and [data-driven sales](https://prime.greeks.live/area/data-driven-sales/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite) process. The integration enables a bidirectional flow of information, allowing both teams to work from a single source of truth. 

![Sleek, contrasting segments precisely interlock at a central pivot, symbolizing robust institutional digital asset derivatives RFQ protocols. This nexus enables high-fidelity execution, seamless price discovery, and atomic settlement across diverse liquidity pools, optimizing capital efficiency and mitigating counterparty risk](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-execution-protocol-nexus.jpg)

![A metallic blade signifies high-fidelity execution and smart order routing, piercing a complex Prime RFQ orb. Within, market microstructure, algorithmic trading, and liquidity pools are visualized](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-prime-os-execution-precision.jpg)

## Strategy

Integrating RFP software with a CRM system is a strategic move that can yield significant returns by optimizing the entire sales and proposal lifecycle. This integration transforms the two systems from standalone tools into a powerful, interconnected platform that drives efficiency, enhances collaboration, and provides unprecedented visibility into the ROI of your proposal efforts.

![A cutaway reveals the intricate market microstructure of an institutional-grade platform. Internal components signify algorithmic trading logic, supporting high-fidelity execution via a streamlined RFQ protocol for aggregated inquiry and price discovery within a Prime RFQ](https://options.greeks.live/wp-content/uploads/2025/07/high-fidelity-execution-for-digital-asset-derivatives-via-rfq-protocols.jpg)

## Unlocking Efficiency through Automation

One of the most immediate benefits of integration is the automation of manual tasks. By connecting your RFP software to your CRM, you can eliminate the time-consuming and error-prone process of manually transferring data between systems. This automation can be applied to a variety of workflows, such as:

- **Project Initiation** ▴ Sales reps can launch new RFP projects directly from the CRM, automatically populating the project with relevant customer data. 

- **Status Updates** ▴ The progress of a proposal can be tracked in real-time within both systems, providing sales and proposal teams with a shared view of the project status. 

- **Document Management** ▴ Completed proposals and related documents can be automatically published back to the CRM, ensuring that sales reps have easy access to the latest versions. 

![A vertically stacked assembly of diverse metallic and polymer components, resembling a modular lens system, visually represents the layered architecture of institutional digital asset derivatives. Each distinct ring signifies a critical market microstructure element, from RFQ protocol layers to aggregated liquidity pools, ensuring high-fidelity execution and capital efficiency within a Prime RFQ framework](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-protocols-execution-stack.jpg)

## A Unified View of the Customer

Integration provides a 360-degree view of the customer by combining the sales and proposal data into a single, unified record. This holistic perspective enables both teams to make more informed decisions and deliver a more personalized customer experience. 

![Two distinct modules, symbolizing institutional trading entities, are robustly interconnected by blue data conduits and intricate internal circuitry. This visualizes a Crypto Derivatives OS facilitating private quotation via RFQ protocol, enabling high-fidelity execution of block trades for atomic settlement](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-prime-os-engine-interconnect-for-optimal-rfq-execution.jpg)

## Key Data Points for a Unified Customer View

| Data Point | Source System | Benefit of Integration |
| --- | --- | --- |
| Customer Contact Information | CRM | Eliminates the need to manually enter customer data into the RFP software. |
| Communication History | CRM | Provides proposal teams with valuable context about the customer relationship. |
| Proposal Status | RFP Software | Gives sales teams real-time visibility into the progress of their proposals. |
| Win/Loss Data | CRM | Enables analysis of proposal effectiveness and its impact on sales outcomes. |

![A futuristic circular financial instrument with segmented teal and grey zones, centered by a precision indicator, symbolizes an advanced Crypto Derivatives OS. This system facilitates institutional-grade RFQ protocols for block trades, enabling granular price discovery and optimal multi-leg spread execution across diverse liquidity pools](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-execution-microstructure-platform.jpg)

## Enhanced Reporting and Analytics

The true power of integration lies in the ability to generate comprehensive reports and analytics that provide deep insights into the performance of your proposal process. By combining data from both systems, you can track key metrics and measure the ROI of your proposal efforts with greater accuracy.

![Interlocking transparent and opaque geometric planes on a dark surface. This abstract form visually articulates the intricate Market Microstructure of Institutional Digital Asset Derivatives, embodying High-Fidelity Execution through advanced RFQ protocols](https://options.greeks.live/wp-content/uploads/2025/07/geometric-abstraction-of-institutional-digital-asset-derivatives-market-microstructure-driving-high-fidelity-execution-via-principal-rfq-protocols-and-optimal-liquidity-aggregation.jpg)

## Key Metrics for ROI Tracking

| Metric | Description | Impact on ROI |
| --- | --- | --- |
| Proposal Win Rate | The percentage of proposals that result in a win. | Directly measures the effectiveness of your proposal process in generating revenue. |
| Sales Cycle Length | The average time it takes to close a deal. | A shorter sales cycle means a faster return on your sales and marketing investment. |
| Proposal Creation Time | The average time it takes to create and submit a proposal. | A reduction in proposal creation time frees up resources and allows you to respond to more opportunities. |
| Cost Per Proposal | The total cost of creating a proposal, including labor and other expenses. | Tracking this metric helps you identify opportunities to improve efficiency and reduce costs. |

![A luminous digital market microstructure diagram depicts intersecting high-fidelity execution paths over a transparent liquidity pool. A central RFQ engine processes aggregated inquiries for institutional digital asset derivatives, optimizing price discovery and capital efficiency within a Prime RFQ](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-protocols-high-fidelity-execution-principal-operational-framework-price-discovery.jpg)

![A translucent teal triangle, an RFQ protocol interface with target price visualization, rises from radiating multi-leg spread components. This depicts Prime RFQ driven liquidity aggregation for institutional-grade Digital Asset Derivatives trading, ensuring high-fidelity execution and price discovery](https://options.greeks.live/wp-content/uploads/2025/07/prime-os-intelligence-layer-driving-rfq-protocol-enhanced-digital-asset-derivatives-liquidity-aggregation-and-best-execution.jpg)

## Execution

Successfully integrating RFP software with your CRM requires a thoughtful and well-executed plan. This section provides a practical guide to implementing the integration, from initial planning to ongoing optimization.

![A multi-segmented sphere symbolizes institutional digital asset derivatives. One quadrant shows a dynamic implied volatility surface](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-protocol-liquidity-management.jpg)

## The Integration Roadmap

A successful integration project follows a clear roadmap that includes the following key phases:

- **Planning and Discovery** ▴ This initial phase involves defining your goals, identifying key stakeholders, and mapping out your existing sales and proposal processes.

- **System Selection and Configuration** ▴ If you haven’t already, you’ll need to select an RFP software and CRM that offer robust integration capabilities. Once selected, you’ll need to configure the systems to meet your specific needs.

- **Data Mapping and Migration** ▴ This critical step involves mapping the data fields between the two systems and migrating any existing data to ensure a seamless transition.

- **Testing and Deployment** ▴ Before going live, it’s essential to thoroughly test the integration to ensure that it’s working as expected. Once testing is complete, you can deploy the integration to your users.

- **Training and Adoption** ▴ To ensure a successful rollout, you’ll need to provide comprehensive training to your sales and proposal teams.

- **Ongoing Optimization** ▴ Integration is not a one-time project. To maximize your ROI, you’ll need to continuously monitor the integration and make adjustments as needed.

![A diagonal metallic framework supports two dark circular elements with blue rims, connected by a central oval interface. This represents an institutional-grade RFQ protocol for digital asset derivatives, facilitating block trade execution, high-fidelity execution, dark liquidity, and atomic settlement on a Prime RFQ](https://options.greeks.live/wp-content/uploads/2025/07/optimized-institutional-digital-asset-derivatives-trading-system-rfq-protocols-and-atomic-settlement.jpg)

## Best Practices for ROI Tracking

Once your integration is in place, you can begin to track the ROI of your proposal efforts with greater accuracy. Here are some best practices to follow:

- **Establish a Baseline** ▴ Before you can measure the impact of your integration, you need to establish a baseline of your current performance. This includes tracking key metrics such as [proposal win rate](https://prime.greeks.live/area/proposal-win-rate/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite), [sales cycle length](https://prime.greeks.live/question/how-does-integrating-rfp-software-with-a-crm-system-improve-the-overall-sales-cycle/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite), and proposal creation time.

- **Set Clear Goals** ▴ Define clear and measurable goals for your integration. For example, you might aim to increase your proposal [win rate](https://prime.greeks.live/area/win-rate/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite) by 10% or reduce your [sales cycle](https://prime.greeks.live/area/sales-cycle/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite) length by 15%.

- **Track Key Metrics** ▴ Continuously track the key metrics you identified in the planning phase. This will allow you to measure your progress against your goals and identify areas for improvement.

- **Analyze Your Data** ▴ Regularly analyze your data to identify trends and insights. For example, you might find that proposals with a certain type of content are more likely to win, or that proposals created by a particular team have a higher success rate.

- **Iterate and Improve** ▴ Use the insights you gain from your analysis to make improvements to your proposal process. This might include updating your content library, refining your workflows, or providing additional training to your team.

![A central engineered mechanism, resembling a Prime RFQ hub, anchors four precision arms. This symbolizes multi-leg spread execution and liquidity pool aggregation for RFQ protocols, enabling high-fidelity execution](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-execution-framework-enabling-multi-leg-spread-strategies-for-optimized-liquidity.jpg)

## References

- Faye Business Systems Group. (2025). CRM Integration ROI ▴ Let’s Talk. FayeBSG.

- Responsive. (2020). Benefits of Integrating Salesforce With RFP Software. Responsive.

- Alithya. (2023). Boost ROI with integrated ERP and CRM systems. Alithya.

- Replicon. (2022). The Advantages of Combining CRM With Project Management. Replicon.

- Medium. (2023). Maximizing ROI ▴ The Benefits of Integrating Your SaaS Product with Popular CRM Systems. Medium.

![Abstract visual representing an advanced RFQ system for institutional digital asset derivatives. It depicts a central principal platform orchestrating algorithmic execution across diverse liquidity pools, facilitating precise market microstructure interactions for best execution and potential atomic settlement](https://options.greeks.live/wp-content/uploads/2025/07/prime-os-rfq-platform-institutional-digital-asset-derivatives-ecosystem.jpg)

## Reflection

The integration of RFP software and a CRM system is more than just a technical exercise; it is a strategic imperative for any organization that is serious about optimizing its sales and proposal processes. By breaking down the silos between these two critical functions, you can create a more efficient, collaborative, and data-driven organization. The insights gained from this integration will not only improve your proposal win rate but will also provide you with a deeper understanding of your customers and your business.

![Abstract spheres and linear conduits depict an institutional digital asset derivatives platform. The central glowing network symbolizes RFQ protocol orchestration, price discovery, and high-fidelity execution across market microstructure](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-high-fidelity-execution-4.jpg)

## Glossary

<a href="https://prime.greeks.live/area/proposal-management/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![Metallic rods and translucent, layered panels against a dark backdrop. This abstract visualizes advanced RFQ protocols, enabling high-fidelity execution and price discovery across diverse liquidity pools for institutional digital asset derivatives](https://options.greeks.live/wp-content/uploads/2025/07/precision-market-microstructure-for-institutional-digital-asset-derivatives-rfq.jpg)

## Proposal Management

Meaning ▴ Proposal Management defines a structured operational framework and a robust technological system engineered to automate and control the complete lifecycle of formal responses to institutional inquiries, specifically for bespoke or block digital asset derivatives. </a><a href="https://prime.greeks.live/area/sales-process/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![Institutional-grade infrastructure supports a translucent circular interface, displaying real-time market microstructure for digital asset derivatives price discovery. Geometric forms symbolize precise RFQ protocol execution, enabling high-fidelity multi-leg spread trading, optimizing capital efficiency and mitigating systemic risk](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-request-for-quote-protocol-high-fidelity-execution-market-microstructure-intelligence-layer.jpg)

## Sales Process

Meaning ▴ The Sales Process, within the context of institutional digital asset derivatives, defines a structured, systematic protocol for engaging institutional clients, facilitating inquiries, and executing bespoke or standardized transactions. </a><a href="https://prime.greeks.live/area/rfp-software/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![Interlocking geometric forms, concentric circles, and a sharp diagonal element depict the intricate market microstructure of institutional digital asset derivatives. Concentric shapes symbolize deep liquidity pools and dynamic volatility surfaces](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-protocols-and-high-fidelity-execution.jpg)

## Rfp Software

Meaning ▴ RFP Software constitutes a specialized platform engineered to automate and standardize the Request for Proposal process, serving as a structured conduit for institutional entities to solicit and evaluate proposals from prospective vendors, particularly within the complex ecosystem of digital asset derivatives and associated infrastructure. </a><a href="https://prime.greeks.live/question/how-does-integrating-rfp-and-crm-systems-improve-collaboration-between-sales-and-proposal-teams/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![A sleek, institutional-grade RFQ engine precisely interfaces with a dark blue sphere, symbolizing a deep latent liquidity pool for digital asset derivatives. This robust connection enables high-fidelity execution and price discovery for Bitcoin Options and multi-leg spread strategies](https://options.greeks.live/wp-content/uploads/2025/07/institutional-crypto-derivatives-rfq-engine-linking-deep-liquidity-pools.jpg)

## Proposal Teams

Integrating RFP and CRM systems forges a unified commercial intelligence engine, driving proposal precision and higher win rates. </a><a href="https://prime.greeks.live/area/data-driven-sales/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![A central toroidal structure and intricate core are bisected by two blades: one algorithmic with circuits, the other solid. This symbolizes an institutional digital asset derivatives platform, leveraging RFQ protocols for high-fidelity execution and price discovery](https://options.greeks.live/wp-content/uploads/2025/07/digital-asset-derivatives-rfq-execution-hub-integrating-algorithmic-intelligence-for-high-fidelity-price-discovery-and-liquidity-aggregation.jpg)

## Data-Driven Sales

Meaning ▴ Data-Driven Sales defines an operational framework where quantitative insights, derived from extensive market and client interaction datasets, systematically inform and optimize the entire revenue generation lifecycle within an institutional context. </a><a href="https://prime.greeks.live/question/how-does-integrating-rfp-software-with-a-crm-system-improve-the-overall-sales-cycle/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![Sleek, intersecting metallic elements above illuminated tracks frame a central oval block. This visualizes institutional digital asset derivatives trading, depicting RFQ protocols for high-fidelity execution, liquidity aggregation, and price discovery within market microstructure, ensuring best execution on a Prime RFQ](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-protocol-system-for-optimal-execution.jpg)

## Sales Cycle Length

Integrating RFP and CRM systems creates a unified operational architecture that accelerates the sales cycle through data-driven automation and strategic intelligence. </a><a href="https://prime.greeks.live/area/proposal-win-rate/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![Abstractly depicting an institutional digital asset derivatives trading system. Intersecting beams symbolize cross-asset strategies and high-fidelity execution pathways, integrating a central, translucent disc representing deep liquidity aggregation](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-ecosystem-unifying-rfq-protocols-for-high-fidelity-execution-and-deep-liquidity-aggregation-across-multi-leg-spreads.jpg)

## Proposal Win Rate

Meaning ▴ Proposal Win Rate quantifies the efficacy of an institutional entity's offer generation system in securing desired transactions, representing the ratio of accepted proposals to the total volume of proposals issued within a defined operational period. </a><a href="https://prime.greeks.live/area/sales-cycle/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![A central glowing core within metallic structures symbolizes an Institutional Grade RFQ engine. This Intelligence Layer enables optimal Price Discovery and High-Fidelity Execution for Digital Asset Derivatives, streamlining Block Trade and Multi-Leg Spread Atomic Settlement](https://options.greeks.live/wp-content/uploads/2025/07/institutional-digital-asset-derivatives-rfq-engine-microstructure-core.jpg)

## Sales Cycle

Meaning ▴ The Sales Cycle, within the context of institutional digital asset derivatives, represents the formalized, sequential process through which a financial institution engages, qualifies, onboards, and ultimately transacts with a principal client for complex financial products. </a><a href="https://prime.greeks.live/area/win-rate/?utm_source=options.greeks.live&utm_medium=referral&utm_campaign=satellite" class="glossary-item-box">
![An institutional-grade platform's RFQ protocol interface, with a price discovery engine and precision guides, enables high-fidelity execution for digital asset derivatives. Integrated controls optimize market microstructure and liquidity aggregation within a Principal's operational framework](https://options.greeks.live/wp-content/uploads/2025/07/proprietary-institutional-digital-asset-derivatives-rfq-protocol-engine-facilitating-high-fidelity-execution-and-granular-market-microstructure-analysis-for-prime-os.jpg)

## Win Rate

Meaning ▴ Win Rate, within the domain of institutional digital asset derivatives trading, quantifies the proportion of successful trading operations relative to the total number of operations executed over a defined period. </a>

**Tags:** [Data-Driven Sales](https://options.greeks.live/area/data-driven-sales/), [Sales and Proposal Alignment](https://options.greeks.live/area/sales-and-proposal-alignment/), [Sales Analytics](https://options.greeks.live/area/sales-analytics/), [Proposal Management](https://options.greeks.live/area/proposal-management/), [B2B Sales](https://options.greeks.live/area/b2b-sales/), [Proposal Win Rate](https://options.greeks.live/area/proposal-win-rate/)	

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Leadership can quantify culture's impact on RFP wins by translating cultural traits into process KPIs like task completion rates and collaboration frequency.

- 
### [How Can a Business Differentiate between Avoidable and Unavoidable RFP Losses?](https://options.greeks.live/question/how-can-a-business-differentiate-between-avoidable-and-unavoidable-rfp-losses/)
![An abstract digital interface features a dark circular screen with two luminous dots, one teal and one grey, symbolizing active and pending private quotation statuses within an RFQ protocol. Below, sharp parallel lines in black, beige, and grey delineate distinct liquidity pools and execution pathways for multi-leg spread strategies, reflecting market microstructure and high-fidelity execution for institutional grade digital asset derivatives.](https://options.greeks.live/wp-content/uploads/2025/08/institutional-digital-asset-derivatives-rfq-protocol-displaying-multi-leg-execution-status-and-optimal-liquidity-pathways.jpg)

A business differentiates RFP losses by implementing a rigorous post-loss analytical framework to classify root causes as either externally imposed (unavoidable) or process-based (avoidable).

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---

**Original URL:** https://options.greeks.live/question/how-can-integrating-rfp-software-with-a-crm-improve-roi-tracking/
