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Contents

CRM Software RFI/RFP Templates

The table below lists the Templates and indicates which modules are included within each version.

Contents

Number of criteria

Essentials Version

Professional Version

Instructions (PDF)

 

Yes

Yes

RFI Template (MS Word)

 

Yes

Yes

RFP Template (MS Word)

 

Yes

Yes

Business Analysis Template (MS Excel)

 

Yes

Yes

Charts Template (MS Excel)

 

Yes

Yes

Requirements Template (MS Excel) which includes requirements specification, vendor response, evaluation and scoring matrices, costs and analyses

 

Yes

Yes

Systems requirements features and functions included within the Requirements Template:

 

Yes

Yes

  • Market Research - Market research management, Market research information, Questionnaires / surveys, Web based questionnaires / surveys, Competitor tracking, Market research analytics and reports

101

Yes

Yes

  • Marketing - Campaign management, Marketing campaign planning, Campaign list generation, Personalised campaigns, Campaign execution, Best practices, Campaign project and task management, Email marketing, Email marketing process, E-marketing, Loyalty programs, Telemarketing, Direct mail marketing, Event marketing, Trade promotion marketing, Budget and revenue tracking, Campaign response tracking, Marketing analytics, Campaign analysis, Customer analysis, Product and service analysis

363

Yes

Yes

  • Sales - Sales strategies, Territory management, Account configuration, Contact information, Updating contact information, Sales process and contact management automation, MS Outlook integration, Prospecting, Telesales, Opportunity management, Pipeline management, Lead management and routing, Activity management, Team selling, Website sales, Mobile / field sales, Partner management, Automated sales alerts, Forecasting and business planning, Multimedia reference library, Content management, Literature / information requests, Sales incentives and commissions, Sales process scripts, Sales analytics, Reports

531

Yes

Yes

  • Sales Order Processing - Proposal management, Quotation management, Prices, Cross-selling and up-selling, Contracts, Order processing, Sales daybooks, Fulfilling orders, Product configuration, Delivery, Customer portal, Integration with website / shopping carts, Customer self service access to sales orders, Sales order data exported to e-commerce website, Website product catalogue, Sales order data imported from e-commerce website, e-commerce payments, Cash sales and trade counter, Customer returns / RMA (Return Merchandise Authorisation), Sales order documentation, Analytics and reports

415

Yes

Yes

  • Advanced Analytics and Business Intelligence - Analytical system, Dashboards, Data visualization, Self service, Mobile business intelligence, Enterprise search, Balanced scorecards, Business activity monitoring, Predictive analytics, Forecasts, Decision support, Data mining, Online analytical processing (OLAP), Data warehouse, Extract transform load (ETL)

179

Yes

Yes

  • Common Requirements Across All Modules - Workflow, Alerts, Social Media, ESS (employee self service), MSS (manager self service), Employee portal, Euro / European Monetary Union, Multi company, currency and lingual capability, Legislation, regulation and taxation, Enquiry, Reporting, Documentation and forms, Integration, Building links to other systems

466

Yes

Yes

  • Systems Operations - Reliability, Operational efficiency, System performance, System design, Screen design, User productivity assistance, Data processing and systems control, Data volumes and quality, Security, Back up and recovery

210

Yes

Yes

  • Technology requirements - Application software, Windows, Browsers, Database, Operating system, Network, Cloud services / SaaS (Software as a Service), ASP (Application Service Provider) services, Internet, XML and XBRL, Hardware

298

Yes

Yes

  • Software / System Support and Services - Sources of support, Quality accreditations, Vendor / support organisation expertise and reputation, Implementation assistance and services, Training, Maintenance and support

102

Yes

Yes

  • Invoicing - Invoice types and methods, Invoice creation, Utility billing

79

 

Yes

  • Customer Support - Account and contact management, Support management, Case management, Ticket management, Ticket escalation, Product returns, Defect tracking, Quality and change requests, Product tracking, Knowledgebase, Knowledgebase of common product / defect problems and solutions, Knowledgebase of common procedural problems and solutions, Quick search, Problem / issue capture via web forms, Support portal, Customer support alerts, Customer support analytics and reports, Additional integrated links

194

 

Yes

  • Field and Service Management - Mobile field support access, Warranty management, Service management, Service call logging, Schedule optimisation, Despatch service requests / engineers, Problem resolution and solution management, Call progressing, Call escalation, Preventative maintenance, Service parts management, Mobile parts management, Returns and parts order, Repair management, Shipping and receiving (of parts and repair items), Service analytics and reports

207

 

Yes

  • Contact Centre - Omni channel, multi-role contact centres, Information management, Telephone call management, Email response management, Customer self service, Analytics and reports

175

 

Yes

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