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CTI & ERP Non Manufacturing System

RFP - Example Questions

RFP Templates Home  >  Request for Proposal (RFP) List  >  ERP Selection Tools  >  Non-Mfg ERP with CTI                     Frequently Asked Questions

This Ready-to-Use RFP Master ™ is focused on selecting Generic ERP non-manufacturing & CTI system software solutions, and provides capabilities that go far beyond those of a traditional RFP. This computer telephony integration and enterprise resouce planning non-manufacturing RFP Master utilizes highly detailed, quantitative RFP questions to ensure key requirements are not overlooked, and collects information from vendors about all aspects of their proposed CTI & ERP non-manufacturing software system in a format that can be easily compared "apples-to-apples" when evaluating either on-premise or web based software proposals. Very easy to customize. Use it to query vendors with in-depth, detailed RFP questions about:

Multi-Companies Multiple Locations Multiple Currencies
General Ledger Fixed Assets Purchasing Management
Contract Administration Time & Attendance Payroll
Financial Reporting Accounts Receivable Accounts Payable
Sales Analysis Order Entry Inventory
Customer Relationship Management Customer Services Service Call Dispatch
Marketing email management campaign management
Digital Asset Management Document Management Workflow Processing
Web Hosting Server Operating System Server
Hardware Configuration Backbone Interface CGI Capabilities
Web Site Development Site Personalization Standard Development
Processes Testing Measures Shopping Cart
Merchant Account Interface Credit Card Validation Supported Payment Systems
Security Administration Search Engine Optimization
Service Level Requirements CPU Requirements CTI Architecture
System Features ACD Functions Intelligent Routing
PABX Functions Workstation Functions Web Interface
System Administration Skill-based Routing IVR System
Unified Messaging Quote Processing Features Reporting Functions
Global Software Issues User Compatibility Vendor Profile Topics
SaaS/Cloud Security Cloud Configuration Cloud Administration
Implementation Topics Support & Maintenance Many More...

This RFP presents detailed questions about SaaS, Cloud and on-premis server-based computing and security. 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 computer telephony integration and enterprise resouce planning non-manufacturing software solution best suited to your company's needs.

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SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written CTI & ERP non-manufacturing software RFP statements & questions to communicate your software system requirements quickly and accurately. No need to re-invent the wheel. View typical RFP Table of Contents.
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IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other computer telephony integration and enterprise resouce planning non-manufacturing software RFPs, Infotivity RFP Masters automatically collect the information needed to identify BOTH the AVAILABILITY of ERP software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each generic ERP RFP Master includes a Feature Support Matrix ™ (FSM) to automatically capture this information, which can be used to create very accurate and reliable CTI & ERP non-manufacturing software system implementation schedules. View samples here.
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Determine RISK and SUPPORTABILITY. computer telephony integration and enterprise resouce planning non-manufacturing software RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX ™ of each proposed ERP & CTI 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 generic ERP software system up and running. Measure the true impact of each system on your business over the long term. View sample here.
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WORKFLOW TOPICS ensure the proposed accounting & business management software can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
For a more detailed description of a vendor RFP response validation Click Here!
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VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor CTI & ERP non-manufacturing software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here!
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"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 system Generic ERP software features side-by-side faster and more accurately with the fully automated Color Comparison Chart ™ matrix included with this computer telephony integration and enterprise resouce planning non-manufacturing RFP at no extra charge. View a typical comparison here.

To see all evaluation & comparison tools included with this ERP software RFP for Non manufacturing Click Here!

EASILY CUSTOMIZED to meet your unique CTI & ERP non-manufacturing 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.

(See bottom of this page for pricing information.)

A Detailed & Comprehensive List of:

Non Manufacturing ERP System Features

Thousand of pre-defined computer telephony integration and enterprise resouce planning non-manufacturing RFP criteria ensure no important business requirements or software features "slip through the cracks". All are in a quantitative format that guarantees vendor responses will be meaningful, consistent, and easy to compare. All questions are professionally prepared by application specialists to address BOTH the STANDARD features and EXCEPTION CASE software functions required.


Identify BOTH Software Features Availability and Deliverability

Unlike other RFPs that try (and fail) to gather useful solutions data about complex CTI & ERP non-manufacturing 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 computer telephony integration and enterprise resouce planning non-manufacturing 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

Software Solutions

Unlike other CTI & ERP non-manufacturing software RFPs, an RFP Master can illustrate potential support problems (and risk) inherent in vendor software proposals. The Feature Support Matrix ™ (FSM) used in each RFP Master ™ categorizes the inherent risk posed for each criteria, and uses that information to calculate the SUPPORTABILITY INDEX ™ for each vendor RFP response. For sample, a feature delivered "out of the box" FULLY SUPPORTED is less risky than one delivered through custom programming, even if the programming is free. This RFP Master function is useful during both the software selection AND the implementation phases of a large computer telephony integration and enterprise resouce planning non-manufacturing system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.


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

Software Comparison

These CTI & ERP non-manufacturing software comparison matrices automatically change vendor response cell background color to GREEN, YELLOW, or RED, to reflect how favorable each response is to your needs! Compared to the tedious task of reviewing hundreds of mono-color Yes/No answers, these colored responses allow problem areas to be spotted more easily, and risk assessment is made much more accurate. All required response comparison matrices are included and ready-to-use! Quickly and easily compare computer telephony integration and enterprise resouce planning non-manufacturing software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your project on-schedule and under-budget.
To view all evaluation & comparison tools included with this CTI & ERP non-manufacturing software RFP Click Here!


Workflow Topics Included.

The ability of the proposed CTI & ERP system 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 system. This generic ERP and CTI 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 computer telephony integration and enterprise resouce planning non-manufacturing 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!



McAfee SECURE site

RFP Master for Non Mfg ERP with CTI System
$499.00 US (Secure Checkout)

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