VENDORMATCH & RFX VENDOR GUIDES

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VENDORMATCH & RFX VENDOR GUIDES

Introduction

The following sections provide guidance on how to create a VendorMatch profile so you can be found by FIs, as well as how to complete our RFX survey for sharing RFI level data with Celent and -- if desired -- with other third parties.

If in any doubt about data security please see our section on Vendor Data Protection & Privacy FAQs which explains how your data is shared only with FIs, as well as how more granular data is further protected by our vendor controlled release process.

The guide is available in the following formats:

Video Guide

The video guide is a complete tutorial for vendors and explains how to get the best out of VendorMatch and RFX. While we encourage you to spend 8 minutes watching the entire video, you can jump to sections using the links below. This video covers:

  • What is VendorMatch & RFX
  • Vendor inputs, survey structure & data protection
  • Creating a company profile & key facts survey
  • Creating a solutions profile & categorising your solution
  • Completing VendorMatch & RFX surveys
  • Use cases & RFX controlled release process
  • User management & collaboration
  • PRO Options & Using Analytics
  • Vendor Video Tutorial

    VendorMatch Use Manual (Vendor Edition)

    In addition to watching the video tutorial above, you may also download a full VendorMatch & RFX Tutorial for vendors to look over in your own time. The full downloadable documentation is available in the following formats:

    As a downloadable PDF

    You are welcome to open the tutorial as a PDF file, which is widely supported by most systems for you to view, follow and refer back to as a guide on setting up and maintaining your VendorMatch profile.

    Click here to download our comprehensive VendorMatch & RFX Tutorial in PDF format.

    Open as a PDF

    As a PowerPoint presentation

    You may view the same documentation as a PowerPoint document if you prefer and have a system that supports the *pptx format

    Click here to download our VendorMatch & RFX Tutorial as a PowerPoint presentation.

    Open as PowerPoint