RFP Template for Customer Success Software

Finding the right Customer Success software is complex. A request for proposal (RFP) for Customer Success software makes it easier to share your evaluations with all key stakeholders. As well as collaborate as a team when finding the best possible platform for your business.

An RFP template can be shared with your proposed vendors in many different formats (for example .doc, .word, or .excel). This RFP template for Customer Success software is in the format of a Google Sheet, making it easy to share with external Customer Success vendors and internal stakeholders.

Use this RFP template for Customer Success software to evaluate what is most important for your company, and which platform best meets your needs.

Get the answers you need for buying Customer Success software

In it, you will find the most pressing queries any buyer of Customer Success software needs an answer to. Questions such as:

• How do the vendor and its long-term vision fit with your company?

• What integrations does the Customer Success platform provide?

• How does the vendor and its Customer Success platform handle security questions?

• Which features (client data, health scores, playbooks, customer 360, customer collaboration) does the Customer Success platform provide? And which are the most important to you?

• How does the Customer Success platform provide you with tools for dashboards, reporting, and finance?

• Does the Customer Success platform have a true understanding of the day-to-day operations of a Customer Success Manager? And is this shown via the platform's features?

Download this RFP template for Customer Success software and make it easier to find the best platform for your business.