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Solution-oriented Sales Proposal

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                                   CLIENT LOGO
                           PROJECT NAME




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                           1           Table of Contents
                           1     Table of Contents ...............................................................................................................2
                           2     Confidentiality Statement ................................................................................................3
                           3     Executive Overview ...........................................................................................................4
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                               3.1    Current Environment ................................................................................................4
                               3.2    Reason for This Project.............................................................................................4
                               3.3    Impact on CUSTOMER ..............................................................................................4
                               3.4    Decision Making Process..........................................................................................4
                           4     Scope of Work ....................................................................................................................5
                               4.1    Project Description ...................................................................................................5
                               4.2    Proposed Solution .....................................................................................................5
                           5     Other Information ..................................................................................................................7
                               5.1    General Client Responsibilities................................................................................7
                           6     Success Measurement ......................................................................................................8
                           7     Investment Summary ........................................................................................................9
                               7.1    Project Investment....................................................................................................9
                               7.2    Payment and Fee Schedule......................................................................................9




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                           2       Confidentiality Statement
                           This agreement establishes a good faith relationship between VENDOR and
                           CUSTOMER for the purposes of reviewing this proposal. This document is the
                           intellectual property of VENDOR. CUSTOMER agrees that the information contained
                           within this proposal is proprietary information and that it shall not disclose, reproduce
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                           in any format, or use any of the terms, data, or any other material contained herein
                           outside of CUSTOMER or for any other purposes other than to evaluate this proposal.
                           CUSTOMER further agrees that upon any request by any third party to review or
                           reproduce any or all of the information contained herein, VENDOR must be notified
                           and any subsequent release of material must be authorized by VENDOR. This
                           agreement does not limit CUSTOMER’s right to use information contained within this
                           proposal if it is obtained from another source without restriction. Any subsequent
                           revisions, addendums, or amendments to this document shall be covered under the
                           terms of this confidentiality agreement by reference.




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                           3         Executive Overview
                           Thank you for the opportunity to present CUSTOMER with a solution meeting your
                           needs.

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                               3.1       Current Environment

                               The Excel lists purchased by CUSTOMER are cumbersome in their native format
                               and the current system does not allow data collection on the use of the names.
                               Users have to manage several Excel name lists and sometimes run into problems
                               identifying duplicate or expired names.

                               3.2       Reason for This Project

                               CUSTOMER requires a more efficient way to manage name lists, a more secure
                               environment for the data, and data tracking.

                               3.3       Impact on CUSTOMER

                               This solution will provide CUSTOMER with greater efficiency and accuracy for one
                               of the most crucial parts of its business. Primarily, the solution resolves issues
                               with duplicate or expired names. Users will be able to query the records to find
                               the specific names and industries they need to complete surveys. The application
                               will provide history of all names that have been purchased and how many times
                               they have used the name in a survey.


                               3.4       Decision Making Process

                               Based upon discussions that occurred between staff at VENDOR and CUSTOMER,
                               the decision to move forward with this solution will be determined by the
                               following criteria:

                               1.    The solution must have the capacity for growth.
                               2.    Manage duplicate names.
                               3.    Manage expired names.
                               4.    Record a history of activities on each name.
                               5.    The ability to import a new list of names.
                               6.    The ability to rollback after importing a list of names.




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                           4         Scope of Work
                           The following Scope of Work represents the services required to reach the proposed
                           solution and a successful project.

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                               4.1       Project Description

                               VENDOR will provide Forward Research with a customized version of PRODUCTNAME an
                               application that will help manage and search the name lists purchased.

                               4.2       Proposed Solution

                                   VENDOR will modify the PRODUCTNAME to manage name lists for surveys.
                           This application will allow users to search, track, delete and add lists to a SQL
                           database. Once this is complete, we will install the application and database into the
                           CUSTOMER infrastructure.

                                     A. Modify the core VENDOR CRM: PRODUCTNAME is a base version of our
                                        CRM. We will modify the system to support the unique needs of this list
                                        management project.

                                     B. Functionality of the application.
                                         1. Import Functionality –
                                              i. A user will be able to import lists into the database by assigning
                                                        a category for the list. This category will allow the user to
                                                        search names more effectively. Categories will be by
                                                        industry.
                                             ii. Required fields on lists
                                                       1. First/Last Name
                                                       2. Description
                                                       3. Source
                                                       4. Expiration Date
                                                       5. Template for Upload: to successfully import a new list
                                                           the application will look for specific headers with the
                                                           CSV document. The user will be able to download a
                                                           template that has the correct headers so they can
                                                           modify the document being imported.
                                         2. Search Functionality –
                                              i. The user will be able to search the name database by the
                                                        criteria listed below. Once they select the criteria, the
                                                        user will be able to save the search for future use through
                                                        the use of a user-defined name.
                                             ii. Search Criteria
                                                       1. Name/Name Range

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                                                     2.   City
                                                     3.   State
                                                     4.   Zip/ Zip Range
                                                     5.   Country
                                                     6.   Name list (specific list that was imported)
                                                     7.   Area code/ Area code range
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                                                     8.   Industry Category

                                       3. RollBack Functionality-
                                           i. The user will be able to rollback a list of data if they find the
                                                     newly imported list has bad data. The system will only
                                                     restore to the point before the list was imported.
                                          ii. The import feature will also log the following items
                                                    1. Duplicated
                                                    2. Updates
                                                    3. Additions
                                                    4. Count of imported names

                                      4. Security: Security on the application will allow an administrator of
                                          the system to give certain rights to users.
                                                     1. User Types
                                                          a. Admin: Full control of the application
                                                          b. PowerUser: Can search, modify and import new
                                                              lists.
                                                          c. SystemUser can search and export any of the lists
                                                              in the system.
                                  C. Install and configure new application and database on server.
                                         a. Install application on desktops for select users to test application.
                                         b. Written Documentation of the application
                                         c. Application Testing
                                         d. Configure SQL database on production server
                                         e. Configure security for application.
                                         f. Once testing is complete, train and roll out the application to all
                                              users.
                                         g. Setup backup schedule for database.
                                         h. Document application recovery procedures.




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                           5         Other Information
                               Any additional work requirements outside the scope of this proposal will be
                               presented in the form of a change order and must be approved by client prior to
                               start of such work. No additional charges will be incurred without prior written
                               approval from client.
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                               5.1       General Client Responsibilities

                               In order for the project to be completed on time and on budget, CUSTOMER will
                               need to participate by providing:

                               1.    Access to facilities as required and mutually agreeable.
                               2.    Access to systems and equipment as required and mutually agreeable.
                               3.    An authorized contact person.
                               4.    Adequate parking and an unobstructed work area for VENDOR’ personnel.

                                     5.1.1   Customer Not Ready (CNR) Policy

                                     It is the responsibility of CUSTOMER to have workstations, access to facilities,
                                     and required personnel, contractors, and subcontractors ready and available
                                     at the time and date agreed by mutual consent. CUSTOMER must notify the
                                     appointed Project Manager at VENDOR 48 hours prior to any changes to that
                                     schedule. If CUSTOMER is not prepared and proper notification has not been
                                     provided, Customer Not Ready (CNR) charges may be incurred.




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                           6       Success Measurement
                           VENDOR uses Project Management as a means to measuring the success of any project.
                           VENDOR recognizes the value to the client of beginning-to-end project monitoring and,
                           therefore, makes Project Management available to all clients on all projects. The Project
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                           Management process includes initiating, planning, executing, controlling, documenting,
                           and closing. Project definition will take place before the project begins and will enable all
                           stakeholders to understand and agree upon the goals, responsibilities, assumptions, and
                           success criteria. This process will ensure that the project is completed within the
                           established parameters and budgets.

                           Additionally, in the post-implementation phase, the Project Manager will deliver a final
                           acceptance document, which is a signed contractual document signifying completion of
                           agreed upon project deliverables. A project evaluation report, which compares estimated
                           versus actual schedule deviations as well as costs, will also be provided to CUSTOMER. All
                           of the deliverables are a result of Project Management. Without Project Management, no
                           means can exist by which success can be monitored or measured.

                           The Project Manager will measure success using the following criteria:

                              Adherence to schedule. All schedules must be signed by both parties to ensure a
                               complete understanding of the required deadlines.
                              Adherence to budget. Additional charges shall NOT be incurred without prior written
                               authorization from CUSTOMER (with exception to freight, taxes, and justifiable
                               downtime due to circumstances beyond the control of VENDOR).
                              Adherence to solution. This document defines the precise solution to be created.
                               Any changes to this defined scope of work must be approved, in writing, by
                               CUSTOMER prior to making the change.
                              Performance of team members. The assigned Project Manager shall be responsible
                               to CUSTOMER for the quality and professionalism of all team members involved.
                              Client satisfaction. Upon completion of the project, the Project Manager will review
                               all aspects of it with CUSTOMER to ensure that all expectations have been met.




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                           7         Investment Summary
                           VENDOR will perform according to all descriptions, scopes, and specifications herein
                           described.
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                               7.1         Project Investment
                               Total Project Investment                                               $

                                     20       Software licenses at $595 per license                   $
                                     160      Application Development hours at $95 per hour           $

                               This fee does not include additional hardware, Microsoft licenses or networking
                               services that may be necessary to properly operate the application.

                               This project is estimated to take two months, but is subject to change if the
                               requirements vary.

                               As with any estimate, all prices are subject to change as new information arises, or
                               as workload increases. VENDOR will seek approval from CUSTOMER if more work
                               will be necessary to make the changes along the way, as described above. It is
                               typical for estimates to increase in any custom application development. We
                               attempt to control the cost within 20% of the estimate (above).

                               7.2         Payment and Fee Schedule

                           VENDOR requires a 50% deposit on all software projects. Once a fee is paid, the fee is
                           non-refundable and represents acceptance of a particular stage of a project. Any
                           delay in payment could result in a project delay.

                           The fee schedule is as follows:

                                    Downpayment: $5,950. Starts development of the project
                                    Final payment of $5,950 is due upon completion
                                    Application development hours will be billed at the end of the month.

                           Once testing is complete, CUSTOMER has thirty days to report any bugs found and
                           VENDOR will repair the bugs as soon as possible if the bug is able to be replicated. If
                           the bug turns out not to be an error in code, but an internal network issue, both
                           VENDOR and CUSTOMER will work together to correct the issue.




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                            IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on
                           the date first above written. This proposal is offered as an all-inclusive turnkey
                           solution and, unless noted otherwise, pricing is based on acceptance of both services
                           and licenses. Any changes to this solution may result in additional costs. If not
                           accepted within thirty (30) days, VENDOR reserves the right to withdraw this
                           proposal. Should any adjustments to this proposal become necessary, VENDOR will
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                           draw up and present a “Change Order” to CUSTOMER for review and approval.
                           Anything talked about, but not written herein, is not a part of this offer. The
                           management of VENDOR reserves the right to make modifications to this offer. All
                           orders and purchases are subject to the standard Terms and Conditions provided by
                           VENDOR (attached) and credit approval.

                           CUSTOMER                                VENDOR

                           __________________________              _______________________________
                           Name                                    Name

                           __________________________              _______________________________
                           Title                                   Title

                           __________________________              _______________________________
                           Date                                    Date




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                           Terms & Conditions




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Bill Dotson Bill Dotson Owner http://billdotson.com
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