RFP sections to include

Area	Requirement prompt	Buyer note
security and access control	Describe current needs, must-have controls, expected rollout and how evidence will be reviewed.	Ask vendors to show the exact workflow, not only a feature list.
client experience	Describe current needs, must-have controls, expected rollout and how evidence will be reviewed.	Ask vendors to show the exact workflow, not only a feature list.
workflow ownership	Describe current needs, must-have controls, expected rollout and how evidence will be reviewed.	Ask vendors to show the exact workflow, not only a feature list.
audit evidence	Describe current needs, must-have controls, expected rollout and how evidence will be reviewed.	Ask vendors to show the exact workflow, not only a feature list.
migration and support	Describe current needs, must-have controls, expected rollout and how evidence will be reviewed.	Ask vendors to show the exact workflow, not only a feature list.

Evaluate compliance CRM requirements in HubSecure

Bring your requirements and compare them against a real client workflow.

Use this as a buying worksheet with your team. We will also route the request by workflow so follow-up can focus on the right HubSecure package.