field sales software rfp template
A field sales software RFP template for the Friday that does not match
You need a field sales software RFP template because the last demo answered a pipeline question and left the knock, the territory, and the payout on three other tabs. Knockdesk is field sales software. The list on this page is the jobs on the desk, with a Knockdesk column you can print and a blank column for the other vendor.
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| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Draw a territory as a polygon, circle, rectangle, zip, county, or state | Yes. Polygon, circle (Radius tool), or rectangle when you trace it. Zip, county, or state when you pick a shape. A saved radius is 100 to 100,000 meters. | Your notes | |
| Cut turf with a lasso inside the territory | Yes. The lasso must sit inside the territory and cannot overlap turf already cut. | Your notes | |
| Set a weekly visit target | Yes. 1 to 100,000 visits a week, on the territory or the turf. Blank means no target. | Your notes | |
| Import a lead CSV (not a live sync) | Yes. Import a lead CSV, or XLSX or XLS. It is not a live sync. Failed rows come back in a file you can fix. | Your notes | |
| Mark do-not-contact pins | Yes. Do Not Contact (DNC) pins stay off the knock list. Turf rows show DNC counts. | Your notes | |
| Set a prospecting policy | Yes. Full lockdown by default: a rep starts a knock or logs a visit only on pins assigned to them. Semi lockdown and Unrestricted are the other modes. Semi lockdown lets a rep knock an unassigned place only inside a territory that allows field prospecting. | Your notes | |
| Log a knock offline | Yes. The phone keeps the outcome and sends it when the signal returns. | Your notes | |
| Log an unverified visit outside the GPS radius | Yes. A visit outside the GPS verification radius is saved and marked unverified. Default is 100 meters, allowed 10 to 500. Ten unverified visits in a row opens a warning. | Your notes | |
| Build routes on held turf | Yes. Unfinished stops on turf a rep holds. Optimize order runs for 3 to 25 routable stops. Starting a route sets On Route. | Your notes | |
| GPS clock | Yes. Clock-in needs location. Shift states include Clocked In, On Route, At Door, and Knocking. Location verifies knocks while the rep is clocked in. | Your notes | |
| Record the conversation with consent | Yes. Verbal, written, or consent captured on the recording, before Start Recording. Skip Recording logs the visit with no file. | Your notes | |
| Score the script after the door (no live whisper) | Yes. After the recording, each script step is used, missed, not applicable, or could not check. There is no live whisper during the call. | Your notes | |
| Coaching inbox | Yes. Needs review, Active, Awaiting evidence, Improved, and Escalation, for the teams you can coach. | Your notes | |
| Contests and leaderboards | Yes. Contests, rewards, and leaderboards, including a TV leaderboard. | Your notes | |
| Commission rates | Yes. The vendor rate on the confirmation date, then the default organization rate. Empty if neither exists. The product never invents a rate. | Your notes | |
| Match a vendor file to a won deal | Yes. The rep column must be the CRM email, exact. An email match adds 40 to confidence, an exact address adds 50. Under the auto-confirm threshold (default 80) the row goes to the review queue. | Your notes | |
| Disputes and reversals | Yes. Dispute leaves the ledger as it is. Void writes a reversal of that amount times negative one. | Your notes | |
| Roles for rep, manager, and owner | Yes. Field rep, Manager, and Admin. Admin is the owner of the desk. | Your notes | |
| Export reports | Yes. Export a report as PDF, Excel, or CSV. It is not a live sync. | Your notes | |
| Third-party integrations | No. Knockdesk has no third-party integrations. | Your notes | |
| Live CRM, Zapier, HubSpot, or Salesforce sync | No. There is no live CRM, Zapier, HubSpot, or Salesforce sync. Import and export stay a file. | Your notes | |
| Live whisper during the call | No. Coaching scores the recording after the door. There is no whisper in the rep's ear. | Your notes | |
| Political canvassing | No. Knockdesk is not built for political canvassing. | Your notes | |
| Retail shelf audits | No. Knockdesk is not built for retail shelf audits or order taking. | Your notes |
The list
How to use this field sales software requirements checklist
The list only pays off if you fill it while the other vendor is still talking. Friday's argument starts when you bought a live connection and still cannot see whether the knock happened.
- 1Print or save PDF from the list. Checks stay in this browser.
- 2Read the Knockdesk column. Yes is a control on the desk. No is a job this desk does not do.
- 3Write the other vendor's answers in the blank column during their demo.
- 4Bring the printed list to the Knockdesk walkthrough and mark what still needs a boundary.
The No rows
What Knockdesk does not do
Treat this as a CRM requirements checklist field sales managers actually fill, including the live sync you will not get here. If the buy depends on HubSpot, Salesforce, or Zapier staying live, this is not the desk.
No integrations
Knockdesk has no third-party integrations. Import and export stay a file.
No live CRM sync
There is no live CRM, Zapier, HubSpot, or Salesforce sync.
No live whisper
Script score and the coaching inbox run after the door. Nothing speaks in the rep's ear during the call.
No political canvassing
Knockdesk is not built for political canvassing.
No retail shelf audits
Knockdesk is not built for retail shelf audits or order taking.
The week
A printed list still needs a boundary
After you mark the rows, Friday still needs an area a rep can hold. You draw the territory, then cut turf inside it, with a weekly visit target on that place. The sample cards on this page, North ridge at 186 pins and 42 percent complete, and Harbor loop at 94 pins and 18 percent complete, are a sample, not a customer result. Full desk is on the pricing page.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
Related
After you print the list
- Field sales resources
The hub this checklist sits on, with the fit quiz and the cost calculator.
- Full desk pricing
One seat: Full desk.
- Field sales software buyers guide
How to choose after you have marked the jobs on this list.
- Which field sales software is right for me
Eight questions. The result can name Knockdesk or another product.
- Sales territory mapping
Draw the territory and cut turf inside it after the list is marked.
FAQ
Frequently asked questions
What is a field sales software RFP template?
It is a list of jobs a field desk has to do, with a Knockdesk column and a blank column for another vendor. Knockdesk is field sales software. Print the list, mark the No rows, and take it to the demo.
Does this field sales software requirements checklist hide jobs Knockdesk cannot do?
No. Third-party integrations, live CRM sync, live whisper, political canvassing, and retail shelf audits are marked No.
Can I use this as a CRM requirements checklist field sales teams take to a demo?
Yes. Use it that way. The live HubSpot, Salesforce, and Zapier rows are No. Leads move by import and export.
Does Knockdesk connect to HubSpot, Salesforce, or Zapier?
No. Knockdesk has no third-party integrations. There is no live CRM, Zapier, HubSpot, or Salesforce sync.
Does Knockdesk whisper during the call?
No. Script score and the coaching inbox run after the door. There is no whisper in the rep's ear.
How much does Knockdesk cost?
Full desk is on the pricing page. There is no second Knockdesk tier.
Is there a free trial?
No. A free trial is not open. Book a walkthrough.
Do I need an account to use the list?
No. Checks save in this browser. Use Print or save PDF on the list.
The marked list
Bring the No rows and the territory you still redraw.
We will walk the Knockdesk column on the call, draw one territory, and price Full desk. A free trial is not open.
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