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Free Sales Engagement RFP Template

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3 min read
July 28, 2019

This Sales Engagement Request for Proposal (RFP) template is the single resource you need to evaluate and select the right Sales Engagement platform. We did the hard work to capture the most important selection criteria, so you don’t have to start from scratch. The RFP provides key categories you need to deep dive into including functionality, technical, security, implementation, and support. These requirements will help you evaluate how the Sales Engagement platform improves call automation, monitors prospect intent, enable coaching and more!

This RFP can also help you identify what is important and drive alignment across key stakeholders and users. It should make it easy for you to answer the following questions:

  • What do you need from a sales engagement solution to be successful?
  • What business problem or opportunity is it enabling?
  • What are the must-haves and the nice-to-haves?

Investing in answering these questions upfront will help you develop a valuable RFP to aid in the selection of the right sales engagement platform for your company. We all know how painful a wrong technology decision can be. This RFP will help you make the right decision the first time around.

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