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Free RFP (Request for Proposal) Template

The decision is made! 

You know you need to improve the way you manage your partners. You need a modern portal with a great partner interface, a Partner Relationship Management (PRM) solution for tracking leads, and a solution to automate some of the repetitive tasks. This will enable you and your team to focus on building better relationships with your partners, rather than being drowned by admin work. However, sometimes you don’t know what you don’t know, and building a laundry list of what you might need is hard. 

Our checklist provides you with the starting point for your own requirements document which you can take and shape. Remember that even during the selection process, you can add and remove items as you fine-tune your requirements and see product demonstrations.  

This does not need to be an onerous task but one of interesting exploration as you decide on your solution of choice. Here are some tips to help you on the way:

1. Capture your Key Goals

Read the “About” tab on the Requirements Template and ensure you have identified and captured your key goals. Articulating what you want to achieve will make the process easier and hopefully stop you from being distracted by gizmos that might possibly be useful at some vague point in the future.

2. Review the Requirements Template

Classify each item into two camps; The must-have and the would be nice to have. All the items in the “must-have” list, should map directly to your goals.

 3. Teamwork

Now share your thoughts with the team and seek their input. Talk to everyone who works with your partners as they will have useful insight into what is a necessity versus what would be nice to have.

4. Interview your partners

Using a 3rd party for this can be useful as your partners are likely to be far more candid with an independent person, especially if the results are to be shared in aggregate. A good series of one-to-one interviews with your partners can reveal what are their barriers to working more closely with you or closing more revenue. This can help justify the investment in new systems and automation.

5. Invite Suppliers

Send your Requirements Document to potential suppliers and invite replies, demonstrations, and quotes. Place a weighting on each feature, by vendor, to build up a picture of which vendor will best help you to achieve your goals.

6. Take up References

Once you have a short-list, take up references. Talk to local customers of the selected solution to confirm all is as it should be. 

 We are confident at Allbound that we add value to our customers and their partners, with a portal and PRM, covering all the core requirements and automating tasks to improve efficiency. Feel free to use our template to see how we stack up.   

The template covers these broad headings to give you clear insight into what you need to impact you and your partners:

  • Portal and Content Management
  • Opportunity and Lead Management
  • Rewards and Incentives
  • Co-marketing 
  • Reporting
  • User Experience
  • Usability
  • Support
  • Pricing

Get the Template

Input your information here to receive full access to the template.