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Retail POS System Including CRM

RFP - Example Questions

Simplifying Software Selection

Click Here for Retail POS & CRM Software RFP Template Pricing

This Ready-to-Use RFP Master template queries vendors over 3,100 state-of-the-art criteria essential to the successful evaluation, selection, and implementation of an integrated POS & customer relationship management system solution.

Just a PARTIAL list of the business functions & processes addressed by the criteria found in this retail POS & CRM RFP is shown below:

Marketing Management Planning & Budgeting Marketing Tracking
Marketing analytics Email Marketing Campaign Management
Campaign History Announcements Marketing Activities
Event Calendar Trade Promotion Search Engine Marketing
Web-based Leads Loyalty Management Marketing Resource
Traffic Schedules Track Feedbacks Time & Expenses Tracking
Sales Forecasting Processing Issues Sales Management
Sales Cycle Analysis Sales Revenue Analysis Quote Processing
Contact History Sales Order Processing Customer Order Entry
Packing Slip Preparation Invoice Preparation Customer Relationship Mgmt
Scheduling Mobile Users Web Portal Functions
Inquiry Management Sales Inquiry Competitive Information
Customer Service Business Intelligence Retail Point of Sale
Application Integration Inventory/Price Book List Price Calculation
Price Lists Retail Price Adjustment Promotional Events
Retail POS Mobile POS Transaction Process Time & Attendance
Reporting Capabilities Inventory Cloud Administration
SaaS/Cloud Security Cloud Configuration Many More...

Actual screens and questions from this retail point of sale and customer relationship mamagement RFP and it's matching Vendor RFP Response Evaluation Toolkit are shown below to illustrate how they enable you to easily collect the unique metrics needed to successfully identify, acquire, and implement the retail point of sale software solution best suited to your company's needs.

About this RFP Template:

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    SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written CRM & POS software RFP statements & questions to communicate your CRM & POS software system requirements quickly and accurately. No need to re-invent the wheel.
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    IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other CRM & POS 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 mamagement software system implementation schedules.
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    Determine RISK and SUPPORTABILITY. customer relationship Management System RFP Masters Template automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX of each proposed 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 & POS software system up and running. Measure the true impact of each system on your business over the long term.
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    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor CRM & POS proposals.
For a more detailed description of a vendor CRM & POS RFP response validation Click Here!
    EASILY CUSTOMIZED to meet your unique customer relationship 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.

Included with this CRM & POS RFP are all the evaluation & comparison tools listed below. See below....
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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 CRM & POS 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.
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    "CRM & POS Response Evaluation Ratios (scores) help you save time. View a typical evaluation ratios here.
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    AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed CRM & POS system matches up to your business priorities. This graph compares the overall total scores for each proposed retail point of sale system. This Score is based on all CRM & POS vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
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    Feature Delivery Methods This graph compares HOW each CRM & POS 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 CRM & POS comparison are based on responses to CRM & POS system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
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    Supportability Index A proposed retail point of sale system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a CRM & POS 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 CRM & POS System Features only. This graph compares the potential support effort inherent in each proposed retail point of sale system. View sample 3-D Bar Chart comparison here.
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    Overall Comparison This graph compares the total Weighted Score of each proposed customer relationship management system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed CRM & POS system and whether or not the CRM & POS system can indeed be implemented by the proposing retail point of sale vendor successfully. View sample 3-D Bar Chart comparison here.
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    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 retail point of sale and customer relationship management RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing customer relationship management vendor. View sample 3-D Bar Chart comparison here.


This CRM & POS RFP also has Supporting Documents INCLUDED:

    Cover Letter Samples - Make the task easier with this retail point of sale and customer relationship management RFP cover letter template collection. Choose from Letter samples designed for all events, such as "RFP Response Request", "Intent to Respond", "No Intent to Respond", "RFP Change Enclosed", "Proposal Rejection" "Finalist Selection", and " Best & Final Offer Request" to meet your unique customer relationship management system needs.
    Full Version of risk assessment matrix checklist focused on retail point of sale and customer relationship management system acquisition and implementation projects for working sample "Click Here"
    the Optimized Point of Sale RFP Guide. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom retail point of sale and customer relationship management RFP questions. Included or Sold Separately
    The retail point of sale and customer relationship Management System Cutover Checklist Helps Streamlines Implementation! Included or Sold Separately
    MS Word document describing the organization and usage of the point of sale comparison matrix.


      (See bottom of this page for pricing information.)


      A Detailed & Comprehensive List of:

Retail POS & CRM System Features

      Pre-defined retail point of sale and customer relationship management 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.

Tabel of content for customer relationship management software


      Identify BOTH CRM & POS Software Features Availability and Deliverability

      Unlike other RFPs that try (and fail) to gather useful solutions data about complex retail point of sale and 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 POS software selection AND the system implementation phases of large CRM & POS projects because it enables effective Earned Value Management through detailed cross-referencing of usable software system functionality and vendor invoicing.

sample of point of sale software questions


      Determine the Risk & Supportability of Proposed

CRM & POS Solutions

      Unlike other 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 example, 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 point of sale and customer relationship management system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.

example of marketing management questions that is used in the CRM & POS RFP


      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 point of sale and 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!

Show example of the drop down list for customer relationship management rfp


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

CRM & POS Software Comparison

      These 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 point of sale and customer relationship management software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your CRM & POS project on-schedule and under-budget.

demostrates how to compare vendor move-in & move-out walk through responses side-by-side
mamagement


      Evaluation Ratios

      Use an extensive set of ratio calculations to compare CRM & POS vendor proposals quickly and efficiently.


      Weighted Grade Score Graph

      Compares the Weighted Grade Point Score calculated for each proposed point of sale and customer relationship management system. This is calculated as follows: The CRM & POS vendor response to each RFP question is assigned an un-weighted "raw" score. This raw score is then multiplied by the weight factor you entered previously (default = 1) for that customer relationship management 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 CRM & POS 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 point of sale and customer relationship management 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 CRM & POS vendor is proposing to deliver the system feature/function contained in their CRM & POS 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) CRM & POS feature presents far less risk than that same CRM & POS feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.


      Retail POS & CRM Supportability Index Graph:

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


      Overall Comparison Graph:

      This CRM & POS 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 point of sale and customer relationship management system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that CRM & POS system. Therefore, the more custom coding, the more expertise and capabilities a CRM & POS vendor should have.


      Vendor Profile Score Graph:

      The vendor backgrounds, expertise, capabilities, and certifications is obtained in the Vendor Global Issues section of the RFP. The point of sale and customer relationship management vendor responses to this section are totaled separately from the system functionality topics, and this data is used to calculate the "Vendor Profile Score". The higher the score, the more CAPABILITIES a CRM & POS vendor is probably going to be.


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POS & Customer Relationship Management Software Request for Proposal (RFP)
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CRM & POS RFP template
Infotivity Technologies, Inc.
Dandridge, TN 37725-1460
USA

E-mail us at info@infotivity.com

 

      
      
   Perfect for retail customer relationship management system software selection and
system implementation, this RFP template for on-premise and/or web based software.
All point of sale software advice on comparison and evaluation screens and HTML content is:
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