rfp_checklist.gif

Sales Force Automation System

RFP - Example Questions

   This Ready-to-Use RFP Master is focused on selecting sales force automation system software solutions, and provides benefits that go far beyond those of traditional RFPs that are limited to asking vendors about the availability of SFA software features . Specialized for use in complex information system environments, this RFP Master collects information from vendors about all apects of the sales force automation 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 sales force automation 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 SFA software RFP statements & questions to communicate your SFA 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 SFA 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 sales force automation software system implementation schedules. View samples 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 SFA 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
    AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed SFA 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
    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor SFA software proposals. View example here.
    EASILY CUSTOMIZED to meet your unique sales force automation 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 SFA software, please click the
    ORDER button to use our secure order form. RFP Master: $329.00


            If you have questions, fill out our online form or call 1-865-484-1233    


      A Detailed & Comprehensive List of:

Sales Force Automation (SFA) System Features

      300+ of pre-defined sales force automation 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 SFA Software Features Availability and Deliverability

      Unlike other RFPs that try (and fail) to gather useful solutions data about complex sales force automation 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 sales force automation 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

SFA Software 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 sales force automation system 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 sales force automation 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.


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

SFA 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 sales force automation software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your project on-schedule and under-budget.


      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 sales force automation (SFA) 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 sales force automation system software, please click the
    ORDER button to use our secure order form. SFA RFP Master: $329.00


            If you have questions, fill out our online form or call 1-865-484-1233    




All wording and HTML about online RFP/RFI/RFQ preparation,
rfp/rfi/rfq processing, sales force automtion system software evaluation, business system, SFA software solutions, and SFA software features,
and cti software RFP
SFA software features, sales force automation system are:

COPYRIGHT © 1993 - 2009 Infotivity Technologies, Inc.
All Rights Reserved Supportability Index, Color Comparison, Suitability Analysis, Ready-to-Use RFP, RFP Master
Ready-to-Use RFP, and INFORequestor are trademark of Infotivity Technologies, Inc. All other trademarks are the property of their respective owners

Make SFA software evaluation and selection more accurate! 25 years in-depth business process re-engineering, software development, RFP preparation, and software selection experience! Contact Us - Full email, phone & office information SFA software demonstration is the # 1 defense against buggy or problematic software. Find out why here. Obtain a Ready-to-Use Sales Force Automation RFP (request for proposal) Produce winning business proposal content in just a fraction of the time it now takes.