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Ready-to-Use
RFP Masters
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automated web-enabled RFP start

   Save weeks, even months, of time! RFP Masters are organized specifically to ensure fast, accurate software selection using quantitative methods that enable "apples-to-apples" comparison of vendor software proposals at all levels - Functionality, Cost, and Risk!
   Each Ready-to-Use RFP Master package includes an integrated, customizable toolkit for weighted grade point response scoring, automated evaluation, and side-by-side comparison of vendor proposals. Make selecting the right software easier with an RFP Master and response evaluation toolkit! Listed alphabetically below.

    Customer Relationship Management (CRM) Software

    Customer Relationship Management (CRM) & E-commerce Software Combination

    CRM Software & ERP Software Combination

    CRM, Order Process & Inventory Management Combination


Customer Relationship Management (CRM) Software RFP:                        

      This RFP Master utilizes highly quantitative questions to ensure consistent "apples-to-apples" comparison of vendor RFP responses. Use it to query vendors with 1200+ detailed, in-depth criteria about:

Marketing Functions Customer Service Connectivity
Sales Force Automation Partner Relationship Management Web Interface
Service Force Automation ERP Integration Call Center functions
CRM Data Analysis Sales Revenue Analysis Resolution Management
Process Customization Data Integration CTI Integration
Web Storefront Web Content Management Web Shopping Cart
Lead Management Quote/Order Processing
View Sample Screens
& Questions

electronic RFP start   Toolkit - The software evaluation and selection tools packaged with this RFP are:
  •   Fully customizable, automated weighted grade (suitability) scoring and comparison of vendor response scores speeds the task of evaluating vendor RFP responses. Helps you select the best software.
  • Feature Support Matrix (FSM) to identify Risk Assessment & Earned Value Management (EVM) information. Keep any project on-schedule and under-budget. View example here.
  • Side-by-Side comparisons of vendor RFP responses (proposals). Identify proposed system weaknesses.
  • Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
  • Included with each RFP Master is the Workflow Requirements Checklist at NO CHARGE - save $49.00! This flexible Excel spreadsheet will help you save time during any business process reengineering (BPR) effort. Eases system integration.
      View RFP Topics Here

      Please click the ORDER button below to use our secure online order form.
               RFP Master w/Toolkit: $279.00      


Customer Relationship Management (CRM) & E-commerce Software RFP:                        

      This RFP Master utilizes highly quantitative questions to ensure consistent "apples-to-apples" comparison of vendor RFP responses. Use it to query vendors with detailed, in-depth criteria about:

Web Hosting Server Operating System Hardware Configuration
Backbone Interface CGI Capabilities Standard Development
Shopping Cart Site Personalization Backoffice Accounting
Merchant Account Interface Credit Card Validation Supported Payment Systems
Security Administration Search Engine Optimization
Marketing Functions Customer Service Connectivity
Sales Force Automation Partner Relationship Management Web Interface
Service Force Automation ERP Integration Call Center functions
CRM Data Analysis Sales Revenue Analysis Resolution Management
Process Customization Data Integration CTI Integration
Web Storefront Web Content Management Web Shopping Cart
Lead Management Quote/Order Processing
View Sample Screens
& Questions

electronic RFP start   Toolkit - The software evaluation and selection tools packaged with this RFP are:
  •   Fully customizable, automated weighted grade (suitability) scoring and comparison of vendor response scores speeds the task of evaluating vendor RFP responses. Helps you select the best software.
  • Feature Support Matrix (FSM) to identify Risk Assessment & Earned Value Management (EVM) information. Keep any project on-schedule and under-budget. View example here.
  • Side-by-Side comparisons of vendor RFP responses (proposals). Identify proposed system weaknesses.
  • Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
  • Included with each RFP Master is the Workflow Requirements Checklist at NO CHARGE - save $49.00! This flexible Excel spreadsheet will help you save time during any business process reengineering (BPR) effort. Eases system integration.
      View RFP Topics Here

      Please click the ORDER button below to use our secure online order form.
               RFP Master w/Toolkit: $429.00      


CRM, Order Processing & Inventory Management Software RFP:                        

      This RFP Master utilizes highly quantitative questions to ensure consistent "apples-to-apples" comparison of vendor RFP responses. Use it to query vendors with 1800+ detailed, in-depth criteria about:

Marketing Functions Customer Service Connectivity
Sales Force Automation Partner Relationship Management Web Interface
Service Force Automation ERP Integration Call Center functions
CRM Data Analysis Sales Revenue Analysis Resolution Management
Process Customization Data Integration CTI Integration
Web Storefront Web Content Management Web Shopping Cart
Lead Management Security Functions System Support
Purchase Order Processing Purchase Requisition topics P.O. Data Elements
P.O. Processing P.O. Receivings UOM Conversion
Sales Forecasting Sales Lead Management Quote Processing
Sales Order Data Elements Sales Order Tax. Supported Customer Credit Functions
Sales Tax Calculations Order Processing Functions Drop Shipment Issues
Back Orders Picking Slip Printing Packing Slip Printing
Invoice Preparation Invoice Printing AR Interface
View Sample Screens
& Questions

electronic RFP start   Toolkit - The software evaluation and selection tools packaged with this RFP are:
  •   Fully customizable, automated weighted grade (suitability) scoring and comparison of vendor response scores speeds the task of evaluating vendor RFP responses. Helps you select the best software.
  • Feature Support Matrix (FSM) to identify Risk Assessment & Earned Value Management (EVM) information. Keep any project on-schedule and under-budget. View example here.
  • Side-by-Side comparisons of vendor RFP responses (proposals). Identify proposed system weaknesses.
  • Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
  • Included with each RFP Master is the Workflow Requirements Checklist at NO CHARGE - save $49.00! This flexible Excel spreadsheet will help you save time during any business process reengineering (BPR) effort. Eases system integration.
      View RFP Topics Here

      Please click the ORDER button below to use our secure online order form.
               RFP Master w/Toolkit: $429.00      


Enterprise Resource Planning (ERP) Software With Customer Relationship Management (CRM) Software RFP:                        

      This RFP Master utilizes highly quantitative questions to ensure consistent "apples-to-apples" comparison of vendor RFP responses. Use it to query vendors with 3500+ detailed, in-depth criteria about:

Multi-Company Multiple Warehouses General Ledger
Budgeting Purchasing Management Fixed Assets
Financial Reporting Accounts Receivable Accounts Payable
Cost Accounting Raw Materials Inventory Bill-of-Materials (BOM)
Resource Requirements Production Scheduling Shop Floor Control
Sales Analysis Order Entry Inventory
Serial/Lot Number Receivings Processing Reporting/Query
Global Software Issues User Compatibility Vendor Profile Topics
Implementation Topics Support & Maintenance Capacity Requirements
Marketing Functions Customer Service Connectivity
Sales Force Automation Partner Relationship Management Web Interface
Service Force Automation ERP Integration Call Center functions
CRM Data Analysis Sales Revenue Analysis Resolution Management
Process Customization Data Integration CTI Integration
Web Storefront Web Content Management Web Shopping Cart
Lead Management Quote/Order Processing
View Sample Screens
& Questions

electronic RFP start   Toolkit - The software evaluation and selection tools packaged with this RFP are:
  •   Fully customizable, automated weighted grade (suitability) scoring and comparison of vendor response scores speeds the task of evaluating vendor RFP responses. Helps you select the best software.
  • Feature Support Matrix (FSM) to identify Risk Assessment & Earned Value Management (EVM) information. Keep any project on-schedule and under-budget. View example here.
  • Side-by-Side comparisons of vendor RFP responses (proposals). Identify proposed system weaknesses.
  • Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
  • Included with each RFP Master is the Workflow Requirements Checklist at NO CHARGE - save $49.00! This flexible Excel spreadsheet will help you save time during any business process reengineering (BPR) effort. Eases system integration.

      Please click the ORDER button below to use our secure online order form.
               RFP Master w/Toolkit: $499.00      


   We are positive you will find the above RFP tools ideal for software requirements planning, evaluation, and selection needs!





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Due to changing technology and industry trends Infotivity reserves the right to change the contents or organization
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