CRM, Sales Order Entry & Inventory Management RFP - Example Questions

Ready-to-Use RFP List

   This Ready-to-Use RFP Master^™ is focused on selecting integrated CRM, sales order entry & inventory 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 customer relationship, sales order entry & inventory management software features . Specialized for use in complex information system environments, this RFP Master collects information from vendors about all aspects of the 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 integrated CRM, sales order entry & inventory 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 sales order entry, inventory management & customer relationship management software RFP statements & questions to communicate your sales order entry, inventory management & CRM software system requirements quickly and accurately. No need to re-invent the wheel. View typical RFP Table of Contents.
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 ERP & 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, sales order entry & inventory management system implementation schedules. View samples here.
Click to Enlarge	AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed CRM, sales order entry & inventory management 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	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, sales order entry & inventory management 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	Supportability Index A proposed customer relationship management, sales order entry & inventory 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	WORKFLOW TOPICS ensure the proposed customer relationship management, sales order entry & inventory 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, sales order entry & inventory management software proposals. View example here.
	EASILY CUSTOMIZED to meet your unique integrated CRM, sales order entry & inventory management system needs, using basic Excel techniques.
	PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!     No installation, no learning curve.
	PURCHASE RFPs HERE. To order this RFP for integrated customer relationship management (CRM), sales order entry & inventory management software, please click the     ORDER button to use our secure order form. RFP Master w/Toolkit: $429.00

      A Detailed & Comprehensive List of:

      Identify BOTH CRM & Sales Order Entry & Inventory Software Features Availability and Deliverability

      Unlike other RFPs that try (and fail) to gather useful solutions data about complex customer relationship management, sales order entry & inventory 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 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.

      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, sales order entry & inventory 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.

      Determine the Risk & Supportability of Proposed

      Supportability Index Graph:

      The Supportability Index is a forecast of how much software support and maintenance may be required to keep each proposed 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, sales order entry & inventory management software, and which business processes depend on the customized software.

      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, sales order entry & inventory management 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, sales order entry, & inventory 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 CRM, sales order entry, & inventory management system software, please click the     ORDER button to use our secure order form. RFP Master w/Toolkit: $429.00