#general

General Discussions & Topics

Thread

Jane Menyo March 26, 2024 at 05:02 PM

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. :smile: thanks!

Perri Chaikof March 26, 2024 at 05:06 PM

im not sure about a brief but I can walk you through the criteria I recently used to assess advocacy software

Mary Green (Owner CMAweekly) March 26, 2024 at 05:24 PM

@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?

Shannon Howard March 26, 2024 at 05:32 PM

I don't have one. Never been in a position where we were ready for a platform!

Jeanne Talbot March 26, 2024 at 06:01 PM

I have a spreadsheet that we used to evaluate. Not an RFP.

Rachel Ward March 26, 2024 at 07:09 PM

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.

Kristine Kukich March 26, 2024 at 07:14 PM

I just have some standard questions for software - we never got to the point of a formal RFP for advocacy software.

Mary Green (Owner CMAweekly) March 26, 2024 at 07:20 PM

Maybe @Kevin Lau?

Mary Green (Owner CMAweekly) March 26, 2024 at 07:20 PM

or @Bree Bunzel?

Ari Hoffman March 26, 2024 at 07:57 PM

I have an in depth spreadsheet if you’d like but it’s specific to CMA

Mary Green (Owner CMAweekly) March 26, 2024 at 07:59 PM

Ty @Ari Hoffman