AXIA

Table of Contents

CRM RFI/RFP Templates

The Table of Contents below lists the worksheets, software modules and indicates which is included within each template.

Contents

Number of criteria

SFA RFI/RFP Template

CRM RFI/RFP Template

Instructions

 

Yes

Yes

Software Selection Overview

 

Yes

Yes

Business Analysis

 

Yes

Yes

RFI Template

 

Yes

Yes

RFP Template

 

Yes

Yes

RFP Table of Contents

 

Yes

Yes

RFP Scores

 

Yes

Yes

RFP Requirements Specification Modules:

 

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

470

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, Invoicing, Customer portal, Integration with website / shopping carts, Customer self service / 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

424

Yes

Yes

  • Advanced Analytics and Business Intelligence - Analytical system, Self service, Dashboards, Analysis, Scorecards, Forecasts, Data warehouse, Data mining, Combined business intelligence and analytics

235

Yes

Yes

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

333

Yes

Yes

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

190

Yes

Yes

  • Technology - Application software, Windows, Databases, Operating systems – servers, Operating systems - clients (PC's), XML, XBRL (eXtensible Business Reporting Language), Operating systems – networks, Network types, Network configuration, Cloud services / SaaS (Software as a Service), ASP (Application Service Provider) services, Internet provision, Internet hosting, Hardware platforms – server, Hardware platforms - client (PC) / mobile devices, Mobile device features, Other additional or replacement hardware requirements

267

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

99

Yes

Yes

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

96

 

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

319

 

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, Fast search (to assist problem resolution), Problem / issue capture via web forms, Support portal, Customer support alerts, Customer support analytics and reports, Additional integrated links

176

 

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

198

 

Yes

  • Contact Centre - Multi-channel, multi-role contact centres, Information management, Communication, CTI (computer telephony integration), Email response management, Customer self service, Analytics and reports

119

 

Yes

Return to previous page

© 2017 Axia Consulting Ltd. All rights reserved.

Protected by Copyscape Plagiarism Checker - Do not copy content from this page.

.