How do you track RFPs?
I was thinking custom fields on the Opportunity but could I also use Activities or should we use a Campaign?
But we needed something a little more robust, and we also needed to track RFPs that never lead to an Opportunity. So I created a custom RFP Tracking App on our SFDC.org. It's a custom object that is a child of the Account Object. If the RFP does lead to an Opportunity, or multiple Opportunities they can also be connected to the RFP, also Internal Resources (Sales Support, Technical Consultants, etc) can be connected to the RFP as well.
Off of this I've built a suite of Reports and Dashboards that are scheduled and emailed to our Executive Team. and Sales Support Team.
I've also enabled Chatter Feeds for the RFP Tracking App in Summer '10.
There's one thing you have to be very mindful of when you're thinking of leveraging the Activity object for anything like this. Activity records are automatically Archived by Salesforce after 365 days ->
So if you ever need (or think you might want) to run a report that compares Current FY RFPs to NN Year RFPs, then using a customized Activity record won't work for you.
Any way you could share this app with me? diana (at) clearwellsystems (dot) com
I think I still have my original Proof of Concept version kicking around on my Dev.SFDC.org somewhere. Lemme dust it off, I should be able to package it up for you to install on your Dev.SFDC.org or Sandbox SFDC.org if you want to kick the tires.
I'm just getting in the RFP/SF integration game for my company and would love to look at this app. I can't seem to get to your Twitter account nor do I have InMail. Please let me know the best way to see this app is. Thanks!
I have links on my Community Profile to my Twitter Account @SFDC_SteveMo and my LinkedIn page