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CAS-002 · Question #357

The sales team is considering the deployment of a new CRM solution within the enterprise. The IT and Security teams are members of the project; however, neither team has expertise or experience with…

The correct answer is D. Research the market, select the top vendors and solicit RFPs from those vendors. When a team lacks expertise in a new technology, the correct first step is to research the market and solicit RFPs from vendors before evaluating or purchasing any solution.

Integration of Computing, Communications and Business Disciplines

Question

The sales team is considering the deployment of a new CRM solution within the enterprise. The IT and Security teams are members of the project; however, neither team has expertise or experience with the proposed system. Which of the following activities should be performed FIRST?

Options

  • AVisit a company who already has the technology, sign an NDA, and read their latest risk
  • BContact the top vendor, assign IT and Security to work together to implement a demo and
  • CWork with Finance to do a second ROI calculation before continuing further with the project.
  • DResearch the market, select the top vendors and solicit RFPs from those vendors.

How the community answered

(44 responses)
  • A
    2% (1)
  • B
    5% (2)
  • C
    2% (1)
  • D
    91% (40)

Why each option

When a team lacks expertise in a new technology, the correct first step is to research the market and solicit RFPs from vendors before evaluating or purchasing any solution.

AVisit a company who already has the technology, sign an NDA, and read their latest risk

Visiting a company that already uses the technology and signing an NDA implies a vendor has already been selected, which is premature before market research and RFPs have been completed.

BContact the top vendor, assign IT and Security to work together to implement a demo and

Having IT and Security implement a demo for a specific vendor assumes a vendor selection has been made before the formal procurement process has begun.

CWork with Finance to do a second ROI calculation before continuing further with the project.

Performing a second ROI calculation without first gathering vendor proposals and market data produces inaccurate results because the cost and feature baselines are not yet known.

DResearch the market, select the top vendors and solicit RFPs from those vendors.Correct

Researching the market and issuing RFPs (Requests for Proposals) is the standard first step in technology procurement - it allows the organization to understand available options, compare vendor capabilities, and gather the pricing and feature information needed for an informed decision. Skipping this step and going directly to a demo or site visit means committing resources before the organization understands the full landscape of available solutions.

Concept tested: technology procurement process and RFP workflow

Topics

#vendor selection#RFP process#enterprise procurement#CRM deployment

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