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UpCRM

UpCRM RFP (Request for Proposal) questions

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  1. RFP Questions about General Company Information for UpCRM

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

    someone from infuiltive

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

    052B.

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

  5. Please provide a company overview for UpCRM.

    UpCRM is a consultancy company offering strong expertise in customer experience, cloud architecture and data management. They are Gold Partner of Salesforce, but also of Talend for data integration →

  6. Where is UpCRM located?

    The offices from UpCRM are located in Howald (Luxembourg)

  7. How long has UpCRM been in business?

  8. Please provide UpCRM’s mission and/or vision statement.

  9. Describe the UpCRM company structure. (Private, public, partnership, etc)

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

  11. What awards or recognition has UpCRM received in the last three years?

  12. Is UpCRM affiliated with any industry or professional associations?

  13. What licenses or certifications does UpCRM hold?

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

  15. Customer RFP Questions for UpCRM

  16. How many customers does UpCRM currently serve?

  17. Please provide contact information for three customer references for UpCRM.

  18. UpCRM Competitors RFP Questions

  19. Why should we work with UpCRM instead of one of your competitors?

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

  21. Functionality and Deliverables RFP Questions for UpCRM

  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 UpCRM

  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 UpCRM track and report?

  36. Customer Success RFP Questions for UpCRM

  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 UpCRM

  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 UpCRM

  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 UpCRM

  53. Is UpCRM 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 UpCRM

  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 UpCRM

  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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