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CRM, Sales Order Entry & Inventory Management

RFP with Evaluation Toolkit

 Software Selection  >  RFP Templates  >  Customer Relationship Management Software                                   Insider's Step-by-Step Guide to Select CRM Software Successfully!

This Ready-to-Use RFP Master is focused on selecting sales order entry, inventory management & customer relationship management system software solutions, and provides capabilities that go far beyond those of a traditional RFP.  This 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 sales order entry, inventory management & CRM 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:

Marketing Functions Customer Service Connectivity
CRM Dashboards CRM Mobile Applications Campaign Tracking
Sales Force Automation Partner Relationship Management Web Interface
Service Force Automation ERP Integration Call Center functions
CRM Data Analysis Sales Revenue Analysis Resolution Management
Process Customization Data Integration CTI Integration
Inventory Management BOM Processing BOM Operation
Lead Management Security Functions System Support
Purchase Order Processing Purchase Requisition topics P.O. Data Elements
P.O. Processing P.O. Receivings UOM Conversion
Sales Forecasting Sales Lead Management Quote Processing
Sales Order Data Elements Sales Order Tax. Supported Customer Credit Functions
Sales Tax Calculations Order Processing Functions Drop Shipment Issues
Back Orders Picking Slip Printing Packing Slip Printing
Invoice Preparation Invoice Printing AR Interface
SaaS/Cloud Security Cloud Configuration Cloud Administration

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 sales order entry, inventory management & customer relationship management software solution best suited to your company's needs.

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    SAVE WEEKS, even MONTHS OF TIME by using 3,665 criteria 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.

Secured by:

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    IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other RFPs, Infotivity CRM, sales order entry & inventory management 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 sales order entry, inventory management & CRM 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.
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    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.
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    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.
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    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor CRM, sales order entry & inventory management software proposals. View example here.
For a more detailed description of a vendor RFP response validation Click 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.


Included with this sales order entry, inventory management & CRM RFP are the following evaluation & comparison tools...
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    "APPLES-to-APPLES" COMPARISON of vendor sales order entry, inventory management & customer relationship management RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed sales order entry, inventory management & 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.
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    "sales order entry, inventory management & CRM 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 sales order entry, inventory management & CRM system matches up to your business priorities. This graph compares the overall total scores for each proposed sales order entry, inventory management & CRM system. This Score is based on all sales order entry, inventory management & CRM 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 sales order entry, inventory management & CRM vendor is planning to deliver the proposed sales order entry, inventory management & CRM 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 sales order entry, inventory management & CRM comparison are based on responses to sales order entry, inventory management & CRM 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 sales order entry, inventory management & CRM system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a sales order entry, inventory management & CRM 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 sales order entry, inventory management & CRM Software System Features only. This graph compares the potential support effort inherent in each proposed sales order entry, inventory management & CRM 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 sales order entry, inventory management & CRM system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed sales order entry, inventory management & CRM system and whether or not the sales order entry, inventory management & CRM system can indeed be implemented by the proposing sales order entry, inventory management & CRM 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 sales order entry, inventory management & CRM RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing sales order entry, inventory management & CRM vendor. View sample 3-D Bar Chart comparison here.


      (See bottom of this page for pricing information.)


      A Detailed & Comprehensive List of:

Integrated CRM, Sales Order Entry & Inventory Management System Features

      Pre-defined customer relationship management, sales order entry & inventory 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.


      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, CRM, sales order entry & inventory management 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 CRM, sales order entry & inventory management 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.


      Determine the Risk & Supportability of Proposed

CRM Software Solutions

      Unlike other CRM, sales order entry & inventory management RFPs, an RFP Master can illustrate potential support problems (and risk) inherent in vendor software proposals. The Feature Support Matrix (FSM) used in each CRM, sales order entry & inventory management 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 integrated CRM, sales order entry, & inventory management system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.


      Workflow Topics Included.

      The ability of the proposed CRM, sales order entry & inventory management 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 CRM, sales order entry & inventory management proposals are easy to compare and evaluate!


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

CRM, Sales Order Entry & Inventory management 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 CRM, sales order entry, & inventory management software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your CRM, sales order entry & inventory management software project on-schedule and under-budget.


      Evaluation Ratios

      Use an extensive set of ratio calculations to compare customer relationship management vendor proposals quickly and efficiently.


      Weighted Grade Score Graph

      Compares the Weighted Grade Point Score calculated for each proposed customer relationship management system. This is calculated as follows: The customer relationship management 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 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 customer relationship 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 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 customer relationship management vendor is proposing to deliver the system feature/function contained in their customer relationship management 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) customer relationship management feature presents far less risk than that same customer relationship management feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.


      Customer Relationship Management Supportability Index Graph:

      The Supportability Index is a forecast of how much customer relationship management software 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 customer relationship management software, and which business processes depend on the customized software.


      Overall Comparison Graph:

      This 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 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 customer relationship management system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have.


      Vendor Profile Score Graph:

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



CRM, Order Process & Inventory Management rfp $449.00         (Secure Checkout)

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Infotivity Technologies, Inc.
Dandridge, TN 37725-1460
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E-mail us at info@infotivity.com

 





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