Detailed Software Selection & Implementation Help!

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Select the Best CRM Software with

A Comprehensive & Complete RFP

   Let our 23+ years experience in business process re-engineering (BPR) & development of sales and CRM software RFPs, in addition to publishing RFP automation software, work to your advantage! These in-depth RFP questions will help you identify strengths and weaknesses of each proposal at BOTH the system and business procedural levels, enabling you to select the software best suited to your needs on a long-term basis.
   Each Ready-to-Use RFP™ for CRM software investigates all aspects of a proposed software system's operational capabilities in all pertinent application categories. This includes:

Competitive Information Management
      Competing Product Database
      Product Positioning information
Marketing Campaign Management
      Marketing Functions
      Target Audience Profiling
      Optimizing Campaign Functions
      Web Interface
      Web Data Extraction
      Database Mining functions
Opportunity Management
      Maintenance
      Routing
      Timeline
      Monitoring
Call Center Operations
      Computer Telephony Integration (CTI)
      Incoming Call Routing
      Web Interface
      Interactive Voice Response
      Automated/Predictive Dialing
      Database Interface
      Call Management/Tracking
Web Portal Management
      Web Content Management
      Site Personalizaton
      E-commerce / Security Topics
      Web Storefront
      Process Customization
      Web Shopping Cart
Sales Force Automation
      Sales/Product Knowledge enablement
      Account & Contact Maintenance
      Lead Management
            Qualification
            Routing
            Tracking
      Quote/Order Processing
      Inventory interface
      Price issues
      Order Processing
      Sales Coaching
      Sales Revenue Analsysis
 Customer Fulfillment
      Customer Self-Service
      Interactive Functionality
      Process Configuration topics
      Online Delivery
      Workflow Issues
Customer Service & Support
      Incident Maintenance
      Knowledge Management
      Incident Routing
      Resolution tracking
      Escalation
      Help Desk issues
      Personalization
Service Force Automation
      Service Call Maintenance
      Knowledgebase/Procedures Reference
      Task Routing
      Resolution tracking
 Partnership Management
      Partner Recruitment/Acquisition
      Support & Training
      Ecommerce support
      Service Management
 CRM Data Analysis
      Alert Methodology
      Report Writers
      Query Capabilities
      Customer/User Profiling
      Web Site Visitor tracking
      Analysis Tools
      Data Mining

      In addition, the technical details relevant to integration with third-party systems for Accounting, Enterprise Resource Planning (ERP), Sales Order Processing, Supply Chain Management (SCM), and others, are also explored. Please use View Samples to obtain detailed information about specific CRM software RFP topics & software evaluation metrics.

Organized to Protect Your Investment!

   But what if something changes? What if business needs change? A well-designed Request for Proposal (RFP) should do much more than simply ask vendors questions about software features, it should also ask questions about the Scalability, Changeability, and Configurability of the proposed CRM software. To protect the investment a large-scale software system represents, it is important to find out how easily a proposed system adapts to a changing world. That is exactly what a Ready-to-Use RFP™ for CRM does for you.

"What-If" Analysis

   At Infotivity we have used our 23+ years experience developing both custom software RFPs and electronic RFP software to include RFP questions about a proposed software system's ability to address new issues and change. Examples could be: "What happens if a branch office has mission-critical data in an old legacy database?" or "What if your company decides to recruit resellers, something it has never done before?" or "What if a competitor is purchased by your company - can it's needs be addressed by the proposed system?" Many of the answers to "What-If" questions like these lie in the design of the proposed software. These are all addressed in each Ready-to-Use RFP™, to be sure your software investment is safeguarded.

Efficient Software Implementation

   One of the little-known benefits of a well-designed RFP is that the information it collects can be used to efficiently manage the implementation of the selected software using Earned Value Management (EVM) techniques. EVM cross-refernces the cost associated with actually completing the implementation of each specific CRM function or module making up the overall system (the % completed) against the total expense (% funding used), and is an excellent means of measuring vendor performance and the true status of a project. Each Ready-to-Use RFP™ is organized to collect proposal technical and cost data in a manner best suited for use by Earned Value Management techniques.

Determine the Performance Potential of Proposed Software

   Quantitatively determine how much a proposed CRM sofware system will improve the operations of your firm by using a Ready-to-Use RFP™ that inquires about hundreds of software functions using proven information collection techniques. Since each Ready-to-Use RFP™ requires vendors to respond in a specific finite format (not open-ended), and is organized to match vendor responses against actual business procedures, making the best CRM software selection decision is made faster and more accurate!

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