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Sales Force Automation (SFA) RFI/RFP Template

788 Criteria

Price:  $280.00 USD

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The Sales Force Automation (SFA) RFI/RFP Template lists and describes 788 features and functions found in Sales Force Automation (SFA) software solutions. This Sales Force Automation (SFA) Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Sales Force Automation (SFA) software selection projects.



Features and functions included in this Sales Force Automation (SFA) Template:
  • Management of opportunities
  • sales forecasting
  • leads
  • accounts and contacts
  • activities
  • territories
  • contracts
  • quotes and proposals
  • partners
  • analytics
  • reporting
  • and more

This functional and technical requirement set template covers industry-standard functional criteria of Sales Force Automation (SFA) that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your Sales Force Automation (SFA) software project.

Use this template to gather your Sales Force Automation (SFA) requirements, build RFIs and RFPs, and track the progress of your software implementation.



Gather Your Sales Force Automation (SFA) Requirements Quickly and Effectively

  • Identify and prioritize the features and functions you need instead of building a list from scratch.
  • Easily add your company's unique Sales Force Automation (SFA) requirements.
  • Find out what features and functions vendors support, and how they support them.

Collect Clear Sales Force Automation (SFA) RFI and RFP Responses

  • Improve vendor participation by issuing RFIs that vendors can understand, and respond to easily.
  • Use RFI responses to create lists of requirements for your RFPs or requests for quotation (RFQs).
  • Make sure that vendors understand and can support all your requirements.

Eliminate Sales Force Automation (SFA) Implementation Surprises

  • Get a clear picture of any required customizations.
  • Help Sales Force Automation (SFA) vendors accurately cost required development work.
  • Compare your existing systems to the winning solution (gap analysis).

All of TEC's RFI/RFP Templates are delivered to your in-box as Microsoft Excel spreadsheets so you can easily share and customize them.

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Sales Force Automation (SFA) Software Evaluation Report

788 Criteria + Vendor Responses

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities.

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