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How to use an RFI Template—Free Templates you can Put to Work

  • We teamed up with Breakthrough Email and Predictable Revenue to bring you a set of marketing, sales, and service oriented Request For Information templates. You'll learn why you should be using RFI templates every time you consider a new software, which questions you should be asking companies and sales people, and how to put these to the test.

    You'll get a guide to RFI templates, and three templates themselves so you can get the right information you need when eyeing a new software for your business.

  • RFI templates identify the questions you should be asking when you're looking at a new software. If you're eyeing marketing software, does it do everything you'll need it to? Which features does it have or not have? Instead of rifling through the web for hours, sending these RFI templates over to the salespeople you're interacting with will get you the right information in one handy place, so you can make an informed decision around what's best for your business.

    From email marketing, CRM, sales, and support tools—these RFI templates are indispensable for your next decisions around your marketing, sales, and support stack.

You'll learn all about:

  • Why using RFI templates is critical to making software decisions
  • Three templates you can use for marketing, sales, and service software
  • Which questions are important to ask for each software segment
  • Identifying the right feature for your marketing, sales, & service stack

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Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

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