RFP Resources Zone

Templates, frameworks and guidance to help with your RFP 

Enjoy unlimited access to our wide range of RFP tools, guidance and information. New resources are added all the time, so bookmark this page and keep checking back.


Briefing

BRIEFING: Requirements gathering

A crucial initial stage in the process of selecting a data-driven marketing technology solution is determining what is actually needed. Collecting requirements for inclusion in a request for proposal (RFP) can be achieved in many ways and adopting a range of techniques usually makes sense – here is a selection from which to choose. Download


Whitepaper-Ebook

WHITEPAPER: Worst practices in RFP management

Highlighting some of the less advisable approaches we’ve come across when selecting data-driven marketing technology and running a request for proposal, our white paper Worst practices in RFP management discusses some key issues and resolutions. Download


Template

TEMPLATE: Request for Proposal Template

Getting started with compiling a request for proposal can feel a little overwhelming. Our RFP template provides an invaluable guide to the key components that need to be compiled into the necessary documentation to be issued to solution providers. Download 


Planning

PLANNING: Discovery session planner

Requirements discovery is a crucial element of the RFP process but is often the most challenging, just in terms of arranging to see the right people. This planner template is a useful starting point for scheduling the necessary interviews and sessions. Download 


Whitepaper-Ebook

 

E-BOOK: How to choose a data-driven marketing solution provider

The selection of a data-driven marketing technology solution provider is, at best, challenging. The desire to make a “perfect” choice is driven by both practical and emotional factors, with high stakes for those involved. Our e-book looks at how to go about achieving good results when undertaking a vendor selection. Download 


Whitepaper-Ebook

WHITEPAPER: Worst practices in Marketing Operations

Many organisations all too frequently appear to adopt practices and approaches that are destined to achieve anything other than the crucial degree of agility required to enable rapid, effective and cost-conscious marketing activity. Download


Percassity Case study – Helping the British Library spread the word 

In order to encourage access to its many resources, the British Library runs an extensive email communications programme. So when their existing email marketing system was coming up for renewal, they naturally wanted to ensure that they chose the best possible system and turned to Percassity for help. 

Sophie Perrygrove, British Library eMarketing and Campaign Manager said, “Percassity have been invaluable in helping us manage the appointment of a new e-marketing supplier for the British Library. They have led and been involved at each stage of this process providing research findings, recommendations, advice and input throughout.”

Read the full case study to learn more about how we helped the British Library choose the right solution for them. Download

RFP Management: Our Approach

Our Approach

We follow a number of well-defined steps to ensure a successful RFP outcome. more >>

About Percassity

About Percassity

An independent consultancy, Percassity specialises in request for proposal management. more >>

 

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