Share this article…Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. But, some teams find that this process… Read More …
Here are highlights from article Key Considerations When Writing a Salesforce RFI/RFP | Salesforce Ben
1. Differences between RFIs and RFPs:
– RFIs are used when you don’t fully understand the marketplace and want to discover what solutions are available.
– RFPs are more tailored to your needs and are used to learn more about how each vendor could solve specific problems you’re facing.
– RFQs are used when you have narrowed down the features you need and are primarily focused on pricing.
2. The importance of understanding the definitions:
– Sending a general RFI when you are looking for specific answers will not provide the detailed and tailored information you need.
– Asking the wrong questions can disrupt the procurement process and waste time for both you and the vendors.
3. Setting expectations:
– Misaligned expectations can lead to frustration, delays in procurement deadlines, and limited options.
– Seek information on timeframes from each vendor to avoid missed deadlines or rushed submissions.
– Clearly communicate your requirements, team size, workflows, and current tooling to vendors.
4. Asking the right questions:
– Include specific questions about compliance certifications, retention period for Salesforce backups, and capabilities in handling Salesforce Industries.
– Ask vendors for details on their offerings, approach, and how they can solve your specific problems.
5. Evaluating pricing:
– RFQs can be used when pricing is a primary concern, but they are less common in the Salesforce space.
– Pricing concerns can be addressed in the RFP or through communication with the vendor’s sales team.
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Source from salesforceben(dot)com