Request for RFP/Vendor Selection Brief for Customer Advocacy Software

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hi @here does anyone have a RFP/vendor selection brief they're currently using or used in the past for customer advocacy software evaluations? DMs are great if you don't want to share here. 😄 thanks!

16 comments

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Perri Chaikof
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im not sure about a brief but I can walk you through the criteria I recently used to assess advocacy software
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Mary Green
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Perri Chaikof could I hear about your criteria? Jane Menyo I do not have an RFP brief, Shannon Howard Rachel Ward Ari Hoffman or Kristine Kukich?
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Shannon Howard
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I don't have one. Never been in a position where we were ready for a platform!
Jeanne Nitschke (Talbot)
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I have a spreadsheet that we used to evaluate. Not an RFP.
Rachel Ward
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Oh gee, I don't know if I have that anymore. These days I just have a few questions to answer in an email presenting my business case to my manager. Happy to share those if useful.
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Kristine Kukich
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I just have some standard questions for software - we never got to the point of a formal RFP for advocacy software.
Mary Green
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Maybe Kevin Lau?
Mary Green
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or Bree Bunzel?
Ari Hoffman
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I have an in depth spreadsheet if you’d like but it’s specific to CMA
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Mary Green
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Ty Ari Hoffman
Melissa DiBernardo
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Jeanne Nitschke (Talbot) - would you be willing to share the spreadsheet?
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Jeanne Nitschke (Talbot)
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Yes. I’m on PTO but I’ll make a note to post on Monday.
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Mary Green
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Hey Jeanne Nitschke (Talbot) I hope you had a great PTO 🙂 any chance you can share this week?
Jeanne Nitschke (Talbot)
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Mary Green thank you for the reminder! Hope this is helpful! I removed pricing information.
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Mary Green
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TY Jeanne Nitschke (Talbot) you are excellent!!