#general
General Discussions & Topics
Thread

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!

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

@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?

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

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

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.

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

Maybe @Kevin Lau?

or @Bree Bunzel?

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

Ty @Ari Hoffman