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Sep 29, 2021 Andy Tsalkos

Are You Looking to Build a Contact Center RFP? Here's a Tool Kit!

blog tool kitIf you’re ready to outsource your customer service program to a contact center vendor, then you’ll know that an RFP is the most effective way to find the right partnership.

The problem is RFPs can become complex. If you don’t provide potential vendors with the right information and ask the right questions, then you’re not going to find the right partner to fulfill your company’s specific customer service requirements. 

When an RFP is done correctly, however, you’ll be able to find a contact center that works seamlessly as an extension of your brand. That means you’ll work with a vendor that has the expertise, technology and experience perfectly suited to achieving your desired results. 

Are you in the process of building a contact center RFP? We’ve created The Contact Center RFP Tool Kit to provide your business with everything you need to know to generate a comprehensive and successful RFP for contact center vendors and suppliers.

Our complete RFP Tool Kit includes:

  • An RFP template to speed up your contact center RFP process;
  • The Definitive Guide to Outsourcing Your Call Center eBook;
  • and a guide to creating the ultimate RFP;

Click the button below to download all of the tools your business needs to build a successful contact center RFP.

Contact Center RFP Tool Kit

The RFP Template

Our RFP template enables your business to seamlessly generate a comprehensive RFP document to send to potential contact center vendors. Simply replace all red text with your company name, and fill out the company specific information where required. 

We hope this makes the RFP process easier for your business. 

Our RFP template includes the following sections:

✔️ Contents
  1. RFP instructions
  2. Table of report sections
  3. RFP milestones and timeline
  4. General RFP instruction
✔️ Business overview
  1. [Company name] overview
  2. General scope and service level requirements
✔️ Business requirements 
  1. General requirements
  2. Reporting requirements
  3. Technology requirements
  4. Insurance requirements
  5. Account management requirements
  6. Invoicing and payment
  7. Pricing
  8. Quality assurance and service levels
✔️ Vendor questionnaire 
  1. General vendor information
  2. Account management and quality control
  3. Service capabilities

✔️ Financial bid sheet

✔️ Alternative proposals

The Guide to Creating an RFP

If you don’t want to use the ready-made template we’ve provided, then no problem. Our tool kit also provides you with a handy guide to create your very own contact center RFP. In this guide we provide you with a complete overview of what an RFP is and how to create one.

We take a look at what an RFP is, what is typically included in the document, why it’s important, as well as developing a four-step process for creating the ultimate contact center RFP to maximize your company’s ROI. 

The Definitive Guide to Outsourcing Your Call Center eBook

Not quite at the stage of developing an RFP, but know that you want to outsource your customer service program to a contact center? Then we’ve created The Definitive Buyer’s Guide to Outsource Your Call Center.

In this eBook you’ll learn how to build an RFP, how to create a SOW, learn some best practices to transition to customer service outsourcing, discover the key metrics to analyze your outsource program and so much more!

Download the Advantage Communications contact center RFP Tool Kit today at the button below, or give our team of contact center experts a call today

Contact Center RFP Tool Kit


Published by Andy Tsalkos September 29, 2021
Andy Tsalkos