Convercus Loyalty RFP Template: Download for free
With the Convercus Loyalty RFP Template, you conduct a structured vendor comparison, with weighted evaluation criteria and a comprehensive list of practical requirements.
Anyone evaluating loyalty software quickly realizes: Every vendor sounds convincing – until you start making concrete comparisons. Without a clear structure, the RFP process takes longer than necessary, criteria are missed, and you end up comparing apples to oranges.
The Convercus Loyalty RFP-Template provides the framework that enterprise projects need.
What's included in the template
- Weighted Evaluation Matrix: Prioritize criteria by department and IT – and make proposals directly comparable.
- Comprehensive Requirements Catalog: From loyalty engine and couponing to omnichannel integration, security, and GDPR, no relevant requirement is overlooked.
- IT and Departmental Perspective: The template covers both stakeholder groups: Loyalty Managers and CRM Managers, as well as IT Product Owners.
- Practical Benchmarks: Benchmarks help you understand what standard market responses mean and where vendors remain too vague.
Who is this template for?
The Convercus Loyalty RFP Template is designed for anyone who wants to evaluate loyalty software in a structured way and avoid wasting time on unnecessary iterations:
- Loyalty Managers & CRM Managers, who need to clearly define and internally align functional requirements
- IT Product Owners, who assess system compatibility, performance, and security standards
- Purchasing & Project Managers, who objectively compare multiple vendors and need a solid basis for decision-making
- C-level decision-makers, who want to ensure the ROI of a customer loyalty investment
Why this template and why from Convercus?
Enterprise loyalty projects typically last several months. Much of this time is spent on alignment, follow-ups, and revisions because the initial requirements were not sufficiently structured.
For over ten years, Convercus has guided companies through complex evaluation processes: from initial requirements gathering and product demos to the final vendor decision. This template is tailored to the real-world requirements of mid-market and enterprise retailers.
Here's what that means: You don't start from scratch. You ask the right questions – to the right stakeholders, at the right time.