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Non Profit CRM System

RFP - Example Questions

Simplifying Software Selection

This Ready-to-Use Nonprofit CRM RFP Master template queries vendors about 2,756 state-of-the-art criteria essential to the successful evaluation, selection, and implementation of an integrated customer relationship management system (CRM) solution.  Updated frequently!

Unlike others, this Nonprofit CRM RFP template is not limited to collecting just basic information about vendor background, feature availability, and pricing.  This RFP template provides very powerful, unique functions for collecting additional information from vendors about proposed NonProfit CRM system risk, potential CRM implementation problems, and on-going support issues as well. This enables Infotivity nonprofit CRM software RFP templates to provide system evaluation and selection accuracy far beyond that of other RFPs.   (See the optimized RFP Capability Checklist)

Actual screens and questions from this NonProfit CRM 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 not for profit customer relationship management (CRM) software solution best suited to your company's needs. This RFP contains questions that query vendors about SaaS, Cloud Computing, Voice Technology, and other emerging capabilities to ensure the optimum fit to your current and future requirements.

About this RFP Template:

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    SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written Not for Profit CRM software RFP statements & questions to communicate your CRM software system requirements quickly and accurately. No need to re-invent the wheel.

To view the Main Nonprofit CRM RFP Capabilities Detail Click Here!

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    IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other Nonprofit CRM software system RFPs, Infotivity Nonprofit CRM 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 Nonprofit CRM RFP Master includes a Feature Support Matrix (FSM) to automatically capture this information, which can be used to create very accurate and reliable not for profit CRM software system implementation schedules.
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    Determine RISK and SUPPORTABILITY. Nonprofit CRM RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX of each proposed Nonprofit CRM 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 Nonprofit CRM CRM software system Not for Profit up and running. Measure the true impact of each system on your business over the long term.
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    WORKFLOW TOPICS ensure the proposed Nonprofit customer relationship management software can be fully integrated and utilized to enhance business procedures at all levels of the enterprise.
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    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor Nonprofit CRM software proposals.
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 NonProfit 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.
To see all evaluation & comparison tools included with this not for profit CRM RFP Click Here!
    EASILY CUSTOMIZED to meet your unique not for profit 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.

      (See bottom of this page for pricing information.)

      A Detailed & Comprehensive List of:

Not for Profit Customer Relationship Management System Features

      Pre-defined not for profit 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.
For partial Nonprofit CRM System criteria detail information Click Here!

      Identify BOTH Non Profit CRM Software Features Availability and Deliverability

      Unlike other not for profit CRM RFPs that try (and fail) to gather useful solutions data about complex not for profit customer relationship management system features, RFP Masters are not constrained to the use of summary-level "Yes" or "No" answers. This not for profit CRM RFP Master uses a Feature Support Matrix (FSM) that identify BOTH feature AVAILABILITY and DELIVERY Method. This not for profit CRM RFP Master function is useful during both the NonProfit customer relationship management 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

Not for Profit CRM Software Solutions

      Unlike other not for profit CRM 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 nonprofit CRM 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 nonprofit CRM RFP Master function is useful during both the software selection AND the implementation phases of a large customer relationship 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 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 NonProfit CRM system. This not for profit CRM 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 not for profit 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 nonprofit CRM proposals are easy to compare and evaluate!

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

NonProfit CRM Software Comparison

      These not for profit CRM 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 not for profit customer relationship management 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 nonprofit CRM software RFP Click Here!

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Purchase and download the full Not for Profit Customer Relationship Management Software RFP Master with over 2,381 criteria by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.

Nonprofit Customer Relationship Management Software with 2,381 CRITERIA
$399.00 US         (Secure Checkout)
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 Don't see what you need? We can build and CRM RFP to meet your needs. We have many application modules. Contact us for a Quote. Reasonable pricing - very fast turn around!

CRM RFP template
Infotivity Technologies, Inc.
Dandridge, TN 37725-1460

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