SFA Software Selection & Implementation Tools

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Determine the Suitability of Proposed Sales Force Automation Software

   Quantitatively determine the suitability of a proposed Sales Force Automation (SFA) sofware system to the operational needs of your organization with a Ready-to-Use RFP^™ that inquires about hundreds of software functions using proven information collection techniques. Since each Ready-to-Use RFP^™ requires vendors to respond in a special finite format (not open-ended), and is organized to match vendor responses against actual business procedures, selecting the best software is made faster and more accurate!

A Comprehensive & Complete RFP

developing both Custom and Commercial-Off-the-Shelf-Software (COTS) work to your advantage. These in-depth RFP questions will help you identify strengths and weaknesses of each proposal at BOTH the system and business procedural levels, enabling you to select the sales force automation software system best suited to your needs on a long-term basis.
   Each Ready-to-Use RFP^™ for SFA Software investigates all aspects of a proposed software system's operational capabilities in all pertinent application categories. This includes:

Activity Scheduling

Prospect Account Capture & Maintenance

Inquiry Source Maintenance

Inquiry Referral

Automated Follow-up generation

Prospect Profiling

Task Prioritization

Automated Phone Dialing

Prospect/Customer Price Lookup

Inventory/Order Status Inquiry

Order Entry Integration

...and much more. Please use View Samples to obtain detailed information about specific RFP topics & software evaluation metrics.

Protect Your Sales Force Automation (SFA) Software Investment!

   But what if something changes? What if business needs change? A well-designed Request for Proposal (RFP) should do much more than simply ask vendors questions about software features, it should also ask questions about the Scalability, Changeability, and Configurability of the proposed software. To protect the investment a large-scale software system represents, it is important to find out how easily a proposed system adapts to a changing world. That is exactly what a Ready-to-Use RFP^™ for software does for you.

"What-If" Analysis

   At Infotivity we have used our 23+ years experience developing both Custom and Commercial-Off-the-Shelf-Software (COTS) to include RFP questions about a proposed software system's ability to address new issues and change. Examples could be: "What happens if a branch office has mission-critical data in an old legacy database?" or "What if your company decides to recruit resellers, something it has never done before?" or "What if a competitor is purchased by your company - can it's needs be addressed by the proposed system?" Many of the answers to "What-If" questions like these lie in the design of the proposed software. These are all addressed in each Ready-to-Use RFP^™, to be sure your software investment is safeguarded.

Enjoy Smoother Sales Force Automation Software Implementation

   One of the little-known benefits of a well-designed RFP is that the information it collects can be used to efficiently manage the implementation of the selected software using Earned Value Management (EVM) techniques. EVM cross-refernces the cost associated with actually completing the implementation of each specific function or module making up the overall system (the % completed) against the total expense (% funding used), and is an excellent means of measuring vendor performance and the true status of a project. Each Ready-to-Use RFP^™ is organized to collect proposal tachnical and cost data in a manner best suited for use by Earned Value Management techniques.

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