THE BENEFITS OF PROVIDING VENDOR RATINGS

Did you know that Shortlister makes it easy to track and identify vendor performance?  Get the most out of Shortlister by capturing your experience with the vendors.  Some of the benefits of providing feedback about your vendor experiences include:

1. Immediately identify vendor performance when you need it most, before issuing the RFP! (on the draft search results page)

NOTE: If you haven’t taken advantage of this functionality, you will see blanks in some areas of the Shortlister system.

2. Understand “big-picture” vendor performance based on the de-identified experiences of Shortlister’s large consultant user base

NOTE: Only this basic rating is visible to all users, not your team’s specific experiences

3. Privately view your team’s specific client experiences. Detailed commentary you provide with the rating is private and only visible to your team. Other consultants and the vendor cannot see your data.

4.  Inform the platform’s matching algorithm, improving your results. Your client’s priorities, as identified in the intake survey, are compared against how vendors are actually being rated in those categories. By providing feedback on how vendors are performing in different areas (ex: account support or data management), the system will utilize this objective feedback to identify the right sub-set of vendors, based on the factors your client finds most important in a vendor partner.

ENHANCED ACCESS TO DETAILED RATINGS/REVIEW IS COMING SOON!

Current Rating/Review summary on vendor profile page:

Enhanced Rating/Review summary coming to vendor profile pages:

Utilizing Shortlister to track vendor ratings/reviews allows you to visualize your unique experiences and effectively utilize those insights to advise clients or prospects. This data will also inform you and your colleagues when running future RFPs or conducting vendor research.

Remember: Utilizing Shortlister doesn’t change the vendors you work with or the reps you interact with, but it does allow you to log positive & negative experiences with vendors and share those experiences privately amongst your team. 

HOW TO SUBMIT YOUR VENDOR FEEDBACK

How does this data get into the Shortlister platform?

1.  As part of the onboarding process when you first joined Shortlister, we asked you to complete the HR technology or Wellness & Well-being ratings and reviews template. Note, if you didn’t take this step during onboarding, or have business that was placed outside of the system, you may utilize these templates at any time.   Submit your completed template to support@myshortlister.com and we will upload it to your account.

2.  Closing business through Shortlister will automatically trigger a five-question quality survey to be sent to you at 6, 18 and 30 months after the vendor’s contract start date with your client. You can also opt to have the survey sent to your client to collect their feedback (this is optional and not required).  Responses to this survey will be privately populated in Shortlister for your review.

3.  Finalist Scoring is a great way for you to streamline the collection of feedback during vendor demos & finalist meetings. This feedback will be populated into the vendor’s profile as it is collected.