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Sales Force Automation (SFA) RFP Template

  • ID: 4756029
  • Report
  • January 2019
  • Region: Global
  • Technology Evaluation Centers
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Get the software that best fits your requirements without all the hassle. For more than 25 years, the author has saved companies – of every type and size, around the globe – time and money selecting software with our RFP templates.

Free! With your purchase, receive an onboarding call from one of the author's experts to help you get the most value out of your RFP Template. Details will be included in the email you receive along with your purchased item.

Save time and money as you create detailed request-for-proposal (RFP) or request-for-information (RFI) documents for communicating with software vendors during every stage of a selection project for a sales force automation system.

A Sales Force Automation (SFA) RFI/RFP Template from the author lists criteriaincluded in the features and functions found among the top-performing sales force automation solutions on the market. The template includes a complete list of functionality pertaining to:

Management of Opportunities, Sales Forecasting, Leads, Accounts and Contacts, Activities, Territories, Contracts, Quotes and Proposals, Partners, Analytics, Reporting, and more.

No matter whether you plan on purchasing a sales force automation solution for your company soon, or you just want to assess your current one to see whether it still meets all your needs, Sales Force Automation (SFA) RFP Template will guide you through your evaluation project easily and efficiently. By gathering all the features of this type of software into a shareable, easy-to-customize Excel-based document, we have created a document that helps you simplify the process of reviewing and prioritizing your company's needs.

These templates have also been designed to function as a guiding knowledge base document through the entirety of your software evaluation project. This includes serving as a functional checklist to monitor the implementation of the sales force automation solution you eventually buy.
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