Index \\ RFP Templates \\ CRM \\ Sales Force Automation (SFA - Spanish Version) RFP Template
Automatización de la fuerza de ventas (SFA)
Spanish Version
The Sales Force Automation (SFA) RFI/RFP Template lists and describes 788 features and functions found in Sales Force Automation (SFA) software solutions. This 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 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 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 SFA software project.
Use this template to gather your SFA requirements, build RFIs and RFPs, and track the progress of your software implementation.
Gather Your 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 SFA requirements.
Find out what features and functions vendors support, and how they support them.
Collect Clear 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 SFA Implementation Surprises
Get a clear picture of any required customizations.
Help 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.
Price:$280 USD
No need to wait for vendors to respond!
789 Criteria + Vendor Responses
Get SFA Software Evaluation Report with vendor responses to all SFA criteria for as many solutions as you want to evaluate.
Get everything you need to make an informed, impartial software selection in TEC's evaluation centers. From research to vendor data, reports and templates, and access to the TEC Advisor software selection system.
