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Level Up CRM

Level Up CRM RFP (Request for Proposal) questions

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  1. RFP Questions about General Company Information for Level Up CRM

  2. Who will serve as the primary 052B contact for this RFP?

    someone from infuiltive

  3. Who will serve as the primary Level Up CRM contact for this RFP?

  4. Who will serve as the primary 052B contact for this RFP?

    052B.

  5. Please provide a company overview for Level Up CRM.

    Level Up CRM helps businesses and non-profit organizations implement and optimize the Salesforce platform. They combine deep platform knowledge with a focus on user experience, process improvement, →

  6. Where is Level Up CRM located?

    The offices from Level Up CRM are located in Lometa (Texas)

  7. How long has Level Up CRM been in business?

  8. Please provide Level Up CRM’s mission and/or vision statement.

  9. Describe the Level Up CRM company structure. (Private, public, partnership, etc)

  10. How many full-time, part-time and contract employees does Level Up CRM have? (Please provide breakdown)

  11. What awards or recognition has Level Up CRM received in the last three years?

  12. Is Level Up CRM affiliated with any industry or professional associations?

  13. What licenses or certifications does Level Up CRM hold?

  14. Please provide a product or service overview and description.

  15. Customer RFP Questions for Level Up CRM

  16. How many customers does Level Up CRM currently serve?

  17. Please provide contact information for three customer references for Level Up CRM.

  18. Level Up CRM Competitors RFP Questions

  19. Why should we work with Level Up CRM instead of one of your competitors?

  20. Are there alternative solutions that could better meet our needs?

  21. Functionality and Deliverables RFP Questions for Level Up CRM

  22. Provide a sample timeline for a standard implementation.

  23. What self-service reporting tools are available to us?

  24. What integrations are available?

  25. When are updates and enhancements delivered to customers?

  26. How often are projects completed on time and within budget?

  27. What action, participation or documentation is required from an organization to ensure timely implementation?

  28. Experience and Approach Questions for Level Up CRM

  29. Please provide any relevant case studies.

  30. What resources will be dedicated to a project?

  31. How often will you report about progress and results?

  32. What technology do you leverage to ensure excellent customer communication and experience?

  33. Provide a list of the standard report options, what each includes and available formats.

  34. How are usage and performance reports provided?

  35. What KPIs does Level Up CRM track and report?

  36. Customer Success RFP Questions for Level Up CRM

  37. On average, how long does implementation take?

  38. What is required from a customer to ensure success?

  39. Do you have a change management process?

  40. Do you conduct quarterly business reviews with customers?

  41. How do you provide updates, track progress and ensure our success?

  42. Please provide a list of self-service tools or resources that are available after onboarding.

  43. How do you manage customer requests, complaints, concerns and feedback?

  44. ​​Do you use in-house or outsourced resources for customer support?

  45. Pricing RFP Questions for Level Up CRM

  46. What are the itemized one-time, startup costs and recurring annual/monthly costs?

  47. What limits are imposed upon users, training hours, professional services and data storage?

  48. At what level do you provide volume discounts?

  49. Risk Management RFP Questions for Level Up CRM

  50. Share statistics about technology stability/reliability and down times.

  51. How often does the company update and test the continuity and preparedness plans?

  52. Data Security RFP Questions for Level Up CRM

  53. Is Level Up CRM ISO certified?

  54. Describe how security vulnerabilities are identified and mitigated.

  55. Have you experienced downtime in the last two years? If so, how long were customers impacted?

  56. Sustainability RFP Questions for Level Up CRM

  57. Do you have a corporate responsibility policy? If so, please provide it.

  58. What sustainability accreditations and certifications do you hold?

  59. How can we partner with you to enhance environmental sustainability in our mutual supply chain?

  60. Do you use renewable energy?

  61. Do you enforce a supplier code of conduct? If so, please provide it.

  62. Diversity and Inclusion RFP Questions for Level Up CRM

  63. Please provide any current diversity certifications.

  64. What percentage of senior leadership is women or minorities?

  65. Have there been any claims of sexual or general harassment, misconduct or discrimination in the last 5 years? Please provide details, if so.

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