Customer Relationship Management System RFP - Example Questions

Ready-to-Use RFP List

   This Ready-to-Use RFP Master^™ is focused on selecting customer relationship management system software solutions, and provides benefits that go far beyond those of traditional RFPs that are limited to asking vendors about the availability of CRM software features . Specialized for use in complex information system environments, this RFP Master collects information from vendors about all apects of the customer relationship management software implementation project they are proposing.
   Actual screens and questions from this RFP are shown below to illustrate how it enables you to easily collect the unique metrics needed to successfully identify, acquire, and implement the customer relationship management software solution best suited to your company's needs. (Click thumbnails to enlarge)

Click to Enlarge	SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written CRM software RFP statements & questions to communicate your CRM software system requirements quickly and accurately. No need to re-invent the wheel. View typical RFP Table of Contents. (Customer Relationship Management shown.)
Click to Enlarge	"APPLES-to-APPLES" COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed CRM system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart™ matrix included with this RFP at no extra charge. View a typical comparison here.
Click to Enlarge	IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other RFPs, Infotivity RFP Masters automatically collect the information needed to identify BOTH the AVAILABILITY of software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each RFP Master includes a Feature Support Matrix™ (FSM) to automatically capture this information, which can be used to create very accurate and reliable customer relationship management software system implementation schedules. View samples here.
Click to Enlarge	Determine RISK and SUPPORTABILITY. RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX™ of each proposed software system. This index ranks the potential support problems inherent in each proposal. Accurately compare the amount of ongoing support needed to keep each proposed CRM software system up and running. Measure the true impact of each system on your business over the long term.  View sample here.
Click to Enlarge	AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed ERP with CRM software system matches up to your business priorities. This graph compares the overall total scores for each proposed system. This Score is based on all vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Feature Delivery Methods This graph compares HOW each vendor is planning to deliver the proposed customer relationship management system. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. The scores used in this comparison are based on responses to software system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Supportability Index A proposed customer relationship management system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to Software System Features only. This graph compares the potential support effort inherent in each proposed system. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Overall Comparison This graph compares the total Weighted Score of each proposed system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed CRM system and whether or not the system can indeed be implemented by the proposing vendor successfully. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Vendor Profile Scores This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing vendor. View sample 3-D Bar Chart comparison here.
Click to Enlarge	WORKFLOW TOPICS ensure the proposed customer relationship management software can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
Click to Enlarge	VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor CRM software proposals. View example here.
	EASILY CUSTOMIZED to meet your unique customer relationship management system needs, using basic Excel techniques.
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	PURCHASE RFPs HERE. To order this RFP for CRM software, please click the     ORDER button to use our secure order form. RFP Master w/Toolkit: $279.00

      A Detailed & Comprehensive List of:

      Identify BOTH CRM Software Features Availability and Deliverability

      Unlike other RFPs that try (and fail) to gather useful solutions data about complex customer relationship management system features, RFP Masters are not constrained to the use of summary-level "Yes" or "No" answers. This RFP Master^™ uses a Feature Support Matrix^™ (FSM) that identify BOTH feature AVAILABILITY and DELIVERY Method. This RFP Master function is useful during both the customer relationship management software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.

      Determine the Risk & Supportability of Proposed

      Weighted Grade Score Graph

      Compares the Weighted Grade Point Score calculated for each proposed system. This is calculated as follows: The vendor response to each RFP question is assigned an unweighted "raw" score. This raw score is then multiplied by the weight factor you entered previously (default = 1) for that RFP question to calculate the weighted score for each response. All of these individual scores are then totaled for use in this comparison. This score is essentially a measure of how well a customer relationship management software system fits your business and software needs, prioritized by the weight (importance level) you assigned to each question in the RFP. In essence, this score measures the SUITABILITY of each proposed software system to your overall requirements. . NOTE this score measures just software functionality, and does not include any measure of vendor background, expertise, support, or programming ability.

      Feature Delivery Method Comparison:

      An analysis of how each vendor is proposing to deliver the software feature/function contained in their proposal. The graph below shows the percentage that is Fully Supported "out-of-the-box", the percentage to be done via Report Writer, a Configuration Parameter, or Third-Party add-in, versus the percentage to be done via Custom Coding (Scripting / Programming). This information is very useful in terms of identifying RISK, since a Fully Supported (and tested) feature presents far less risk than that same feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.

      Supportability Index Graph:

      The Supportability Index is a forecast of how much software support and maintenance may be required to keep each proposed CRM system running at full potential over it's lifetime. This score is determined by how much custom coding is required to implement the proposed customer relationship management software, and which business processes depend on the customized software.

      Overall Comparison Graph:

      This graph compares both the Weighted Grade (Suitability) Score, Supportability Index, and the Vendor Capabilities Profile side-by-side for easy reference. It is important to see how much custom coding is in a proposed system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have.

      Vendor Profile Score Graph:

      The backgrounds, expertise, capabilities, and certifications of each vendor is obtained in the Vendor Global Issues section of the RFP. The vendor responses to this section are totaled separately from the software functionality topics, and this data is used to calculate the "Vendor Profile Score". The higher the score, the more CAPABILITIES a vendor is probably going to be.

      Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems

      Workflow Topics Included.

      The ability of the proposed software to successfully integrate with existng business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and ROI expected of the new CRM system. This RFP Master examines all pertinent Workflow features in detail.

      Vendor Response Input Validation.

      Vendors must answer each RFP question by choosing from a pre-defined list of possible responses. See below for an example of this drop-down list. This forces all vendors to respond to each customer relationship management software question in a consistent, standard manner. Eliminates the days of time typically wasted trying to compare the inconsistent or incomplete vendor responses obtained by using traditional, non-quantitative RFP questions! Ensures vendor proposals are easy to compare and evaluate!

PURCHASE RFPs HERE. To order this RFP for customer relationship management system software, please click the     ORDER button to use our secure order form. RFP Master w/Toolkit: $279.00