Template
The ultimate RFP template for life science event platforms
Congress CRM
About this template
Writing an RFP for an event management platform is time-consuming, especially when you need to cover life-sciences-specific requirements around compliance, CRM integration, and HCP data handling.
This template gives you a head start with pre-written requirements sections that you can customize for your organization.
Sections included
- Functional requirements: event types, registration, engagement capture, content management
- CRM integration: Veeva CRM, Salesforce, data sync, field-level mapping
- Compliance & security: Sunshine Act, EFPIA, consent management, SOC 2, HIPAA
- Analytics & reporting: engagement dashboards, cross-event intelligence, ROI measurement
- Professional services: implementation, on-site support, training
- Commercial terms: pricing models, SLA expectations, contract structure