HOW TO: Run An Effective RFP
Kara Trivunovic – email strategist extraordinare — gave a great presentation at today’s MarketingSherpa Email Summit in Miami. The subject: how to run an effective RFP when choosing an Email Service Provider.
After the jump, her Top Ten list of things to keep in mind:
10. Know your organizational strengths and limitations;
9. Get the IT department and your code monkeys to give their input toward the RFP;
8. Define why you’re looking for a new solution in the first place;
7. When writing the RFP, ask open-ended questions (‘how’ and what’) rather leading ( ‘can you’ and ‘do you’) questions: make them explain;
6. Set reasonable expectations: the RFP process typically takes between two and three months. (NB: We can run your RFP process to completion in three weeks);
5. Thin out the crowd through external research: try to pick only a few likely vendors instead of 2 dozen ESPs across the board;
4. Be transparent with both vendors and internal staff;
3. Analyze the quality of the responses;
2. Share feedback with all participants, the vendor who won the business and why they won, and those that didn’t and why they didn’t;
1. Learn from the process: you’ll be doing another RFP some time in future!
Tags: email service providers, emailsummit 2009, ESP, kara trivunovic, RFP

March 17th, 2009 at 3:43 pm
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