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Can a RACI matrix improve your proposal process?

Can a RACI matrix improve your proposal process?

Products/Features/Solutions

The RACI matrix organizes the team and keeps projects, RFPs, security questionnaires and DDQ responses on track. Learn how here.

Category: Products/Features/Solutions

Can a RACI matrix improve your proposal process?

Can a RACI matrix improve your proposal process?

Products/Features/Solutions

Over my career in software, I’ve participated in a lot of projects from large-scale rebrands and implementations to relatively minor version releases. Some of these projects have gone poorly, and some have been seamless and successful. Regardless of the scope of the project and my role in it, I’ve noticed that many that have been successful have used a RACI matrix.

The RACI matrix organizes the team and keeps projects on track. It’s incredibly beneficial when responding to RFPs, security questionnaires and due diligence questionnaires. Indeed, it ensures that everyone involved in the response is on the same page from beginning to end. In this post, I’ll provide an overview of the RACI matrix, the basic steps to get started, a RACI matrix template and some pitfalls to watch out for along the way.

Contents:

What is a RACI matrix?

A RACI matrix (sometimes called a RACI chart, RACI diagram or RACI model) is a project management tool used to clearly assign the specific roles and responsibilities within a proposal project. Specifically, RACI is an acronym for roles within the process. It charts out who is Responsible, who is Accountable, who is Consulted and who is Informed.

Using a grid to create a RACI chart helps team members understand the project and players at a glance. A plan with a RACI diagram of project resources can help better forecast completion timelines. At the same time, it also eliminates confusion and delays caused by uncertainty about who should be doing what within the project. In the RFP process, the RACI matrix establishes who must be involved in which project life cycle stages, from subject matter experts to stakeholders.

RACI role definitions

Responsible (R)

The person or people who will do the work required to complete a task or make a decision. Most projects will require multiple people to be responsible for items and steps throughout the project.

Responsible role examples in RFP response process:
  • A subject matter expert (SME) is the person responsible for creating new response content
  • The salesperson may be responsible for tailoring proposal content to the client’s needs

Accountable (A)

The person who owns the work, reviews it and signs off when a task or decision is complete. When two consulted stakeholders have different opinions, the person who is accountable makes the final call. Each task should only have one person designated as accountable.

Accountable role examples in the RFP response process
  • A proposal coordinator who receives the RFP from sales and facilitates its completion
  • The salesperson who manages the proposal themselves and coordinates with SMEs
  • A marketing team member who creates the proposal and works with other parties
  • The business operations team member who works to complete the proposal and ensures it aligns with business goals

Consulted (C)

The person or people that need to provide input before a specific task is started or finalized. Each task or decision may require multiple people to be consulted. Outlining expectations for those needing consultation ensures they are ready to provide input and won’t create a bottleneck in your process.

Consulted role examples in the RFP process
  • Legal team members may need to discuss compliance and contract details
  • An IT team member or the CSIO can provide input about security or technical capabilities
  • The finance team may need to offer insights about requested financial terms

Informed (I)

The person or people who should be in the loop and informed throughout the project. Their input is not needed on the task, but they do need to know the output and receive regular progress updates.

Informed role examples in the RFP process
  • Executive stakeholders may need visibility to the sales and proposal process
  • Business operations or finance may want regular status reports to create forecasts

Benefits of using a RACI matrix

A RACI matrix provides additional benefits beyond outlining the roles and responsibilities of those involved in the proposal process. When all stakeholders and participants involved agree to the roles before the project begins, it creates a quick reference point that helps keep your team aligned. It also increases the likelihood that your project will be on time, complete and successful. Another benefit is that including the RACI matrix in your onboarding information can help new employees quickly understand the structure and process. Surely with all these benefits, it’s worth a try.

How to create a RACI project management matrix

Once you have a clear idea of the different roles, you’re ready to implement the project management RACI matrix. Here are the basic steps to follow.

  1. Identify all the tasks and decisions you need to complete.
  2. List out everyone who will participate in the project.
  3. Create your matrix. Typically, the number of tasks and decisions will be greater than the number of people participating in the project. If this is the case, you’ll want to list your tasks in the rows of the Excel chart and your involved people in the columns.
  4. Go through each task and assign roles. Make sure to only assign one A per task and at least one R, C and I.
  5. Socialize your matrix with your stakeholders, incorporate their feedback and finalize the project plan. It is key to get sign-off from all stakeholders, making sure they fully understand roles and expectations.

RFP response RACI matrix example

Let’s see it in action. In this example, a software company is responding to an RFP. The proposal is being managed by a dedicated proposal manager. An account executive owns the client relationship. The CISO must contribute proposal content. To protect the business, the legal team must have visibility to the project. And finally, business operations must be aware of how the project contributes to business goals.

Note that every task has at least one A and one R, but not every role is involved in every step.

RFP response RACI matrix template

Creating the RACI matrix isn’t complicated, but it can help to start from a template. Here’s an RFP RACI matrix template you can download.

If you want to take your RACI matrix even further or implement it across a number of teams, check out Hubspot’s free tool. 

5 potential pitfalls to watch for when using the RACI matrix:

1. Responsibility confusion

Even with the RACI diagram, there can still be some stakeholders that are either confused or don’t respect the boundaries of their roles. The most common confusion I’ve experienced is between the consulted and informed roles.

Nothing slows a project down more than someone who is designated as informed providing input as though they must be consulted. The best way to avoid this delay and conflict is to be very clear at the beginning of the project. Let each person know exactly what is expected from them and then remind them of their roles when sending out project updates.

2. Too many tiny tasks

While outlining tasks and being specific is important, including too many subtasks and dependencies in your RACI matrix can be counterproductive. If your task list is too granular, it can be hard to keep the attention of your stakeholders when reviewing the proposal for sign-off.

3. Information overload

With all the moving parts of a project — especially a big project — the RACI chart can be hard to follow. Group your tasks into project phases and your stakeholders into teams. This will keep your chart easy to digest and quick to consult throughout the project. Try adding color coding for an easy-t0-understand visual element.

4. Unbalanced workloads

The RACI matrix is not meant to be a one-man show. For instance, if one person manages too many Rs and As, they become overwhelmed. As a result, you may not get the necessary perspectives and the project may be derailed. Instead, spread the work out to the appropriate team members and help avoid a scenario where one or two people are putting in all the effort.

5. Too many opinions

If your discussions seem to go around in circles, your matrix may have too many Cs across the board. While consulting is necessary, if you consult multiple team members for every task or decision, you can easily get bogged down in unnecessary back and forth.

Think hard about who really needs to be consulted and ask yourself a few questions. Do they have knowledge that is crucial to this step of the project? Are they an expert in this particular area? Will the project be at risk if their advice is not considered? If you answer no to these questions, consider updating your matrix and changing these people to informed instead of consulted.

Should you use a RACI chart for project management?

So, can a RACI matrix ultimately improve your proposal process? If you’ve ever walked away from project kick-off or weekly stand-up not knowing who was doing what, or if your projects get behind because the wrong people get involved and the right people aren’t consulted, a proposal RACI matrix might be a good tool for you.

To create a more efficient process, you might consider Responsive RFP software. You’ll save hours over manual processes and make lives easier for those who are Responsible, Accountable, Consulted and Informed.

The perfect B2B proposal is 8 steps away

The perfect B2B proposal is 8 steps away

Products/Features/Solutions

This guest blog exploring how to create the perfect B2B proposal was contributed by Alex Souchoroukof, a B2B expert from Moosend.

Proposals of every type can be intimidating. However, business-to-business, or B2B proposals, are particularly high pressure. Think about it … You’re sending a presentation, encouraging someone to choose you and hoping that they will see the value and why you’re the best fit for a particular job. 

Writing a business proposal requires, first of all, an understanding of the potential client’s problem. If you are responding to an RFP, you have a head start. However, that’s not always the case. If you’re creating a proactive proposal, creating personas based on the type of business you want to win can be helpful. When you find the pain point of the business you want to work with, everything becomes more manageable.

However, keep in mind that even the most well-presented solutions can get rejected due to several reasons. Today, our job is to explore the strategy to write proposals that get ‘Yes’ as an answer. We’ll start with the basic structure of a B2B proposal, then I’ll offer eight easy steps to help you build a perfect proposal as well as quick tips. So, let’s begin.

The basic structure of your B2B proposal

Getting started

To start writing a B2B proposal, begin as you would for any other writing project ⁠—  gather all the necessary information. When I say information, I mean anything you can find about the client and industry.

It can be rewarding for you to solve problems in their industry or discuss current trends as this will paint you as an authoritative industry expert. Another element to add to your toolbox is what separates your company from the market competitors. Keep these differentiators in mind throughout the proposal process to ensure the buyer knows why they should pick you. Finally, you may find it helpful to create a business proposal outline to guide your efforts.

3 things your buyer wants to know

Building a business proposal can vary based on industry, company size, and many other factors. In any case, certain elements are always crucial. The following three factors are what the recipient will focus on when receiving your proposal:

  1. Information about your company: Who are you, your testimonials and what makes you different from your competitors.
  2. Expertise on a particular problem: Show that you’ve done your research, but you are also open to listening.
  3. Methodology and pricing: How exactly are you going to solve the client’s problem, and how much will it cost?

We’ll take a look at an example of a social media agency proposal below, but remember that the basic structure applies to just about any B2B proposal.

Here are the 8 steps of a business proposal

Whether you create your proposal manually or automate the process with RFP software, following these 8 steps will ensure you cover all your bases in your B2B proposal.

Step 1. Title page

This includes necessary information, like your company logo, your company’s name, contact information, a title and your client’s name. It should be organized and have a simple design.

For example, your title page could look something like this:

Step 2. A cover letter

Introducing your business is the first priority after the title page. Your potential customer can’t dive into project specifics without knowing who you are and what you stand for.

Use the proposal cover letter to introduce yourself and your background and highlight why you’re the right choice.

Encourage your recipient to reach out with any questions. Keep it formal but personal and friendly and close your cover letter with a thank you and your signature.

B2B cover letter example

To better understand what a cover letter should look like, here is an example:

Dear David,

Thank you for considering “your_business” for your social media needs. I’m excited to have the opportunity to connect so that my team and I could clearly understand your social marketing plan and expectations.

We specialize in working with automotive companies in the Delaware area and got started when an agent asked us to come up with a social media campaign back in 2002. It was a huge success, and the owner was able to double his sales in two months.

Unlike our competition, we approach social media marketing by looking at your target market, core values, and best practices to craft a compelling message that resonates directly with your audience.

By implementing social media tactics and using procedures based on a study of social media marketing trends and extensive analysis results, we are confident in our ability to achieve great results through your social media.

Our proposal provides the complete social media marketing package to help your business grow and meet its digital world goals.

Let me know if you have further questions. I would be more than happy to discuss them with you. My contact information is below.

Thank you for your time,

Alex
YOUR_BUSINESS
Alex@your_business.com
999-444-7777

Remember that each industry has unique characteristics, so you need to apply the same rules but tweak some of the content to ensure that it fits your specific needs.

Step 3. Provide a table of contents

Including a table of contents can help with your proposal’s overall structure and provide a more concise result. It helps readers understand what to expect and where to find it in the document.

If you send the B2B proposal electronically, you can have a clickable table of contents to make the user experience better. This step applies when you have a proposal on multiple pages. In any other case with smaller proposals, a table of contents is not necessary. 

Step 4. Executive summary

Here is your chance to shine by setting the proposal’s tone and purpose. The executive summary gives the customer key information ⁠— why are you reaching out, and why should the client be interested in reading it? Make it relevant, engaging and highlight the client’s problem you are about to solve.

Let’s see a brief example:

This proposal outlines a detailed plan with the intent of building your social media presence on Facebook, Instagram and YouTube.

Our team creates brand awareness through these social media channels, drives more traffic to the website and increases your company’s reach. 

Our team helps automotive businesses come closer to their ideal customers through:

  • Creating an engaging content marketing strategy
  • Posting industry-related updates
  • Social media campaigns and promotions
  • Monitoring
  • Analytics

Your executive summary shifts depending on the industries and the customer’s needs. You can have a different approach in the tone of your summary based on the recipient. 

Step 5. The proposal

The sales proposal itself is an expanded version of the executive summary. By that, I mean that here you detail the solution you are offering and the outcome you expect from this project. Focus on the benefits to the customer. Remember to address their specific needs and highlight how you solve their problems.

Always provide a timeframe and next steps so the customer knows how to move forward with your business. Follow this structure and reiterate why you are the one for the job.

Step 6. Services and methodology

The proposal section is an overview of the solution your company offered for the potential client. This section gets into the specifics of how you will execute your plan. Take them through the process so they know what they’re signing on for when they hire you.

Describe precisely what the deliverables are and have a timetable that pairs deliverables with their expected date. This can make your proposal more visually appealing.

Example of services and methodology section of a B2B proposal

To better understand this crucial step, here is an example using our social media service scenario:

Creating an engaging content marketing strategy

Beginning with content marketing planning, our team will schedule a dynamic, ongoing social content calendar to achieve your goals.

We will grow a loyal audience with: use of keywords, hashtags, sharing/retweeting relevant news, “liking” posts and contributing content to expand reach within the industry. 

Posting industry-related updates

We will monitor industry trends, share them and engage with your audience by sharing press releases, company news, events and more. To further improve conversions, we will create a newsletter to ensure that we grow a loyal audience base via email.

Social media campaigns and promotions

Social channels connect with your follower base and engage them with promotions so they get excited about current events and the brand itself.

Depending on the campaign, they can last from one day up to six months. Then, our team analyzes the results from each campaign and provides a report of its success. All the campaigns’ data are compared so the most effective promotions, contests or offers can be replicated.

Monitoring

It is essential to maintain marketing activity for maximum growth. We monitor each channel and respond to any comments, questions and posts within two hours. This window of time allows us to confirm that we have accurate information for any question.

Analytics

Our team provides you with daily and weekly analytics, such as follower growth, demographics, reach and more. We combine all these elements with reports summarizing all the results over each quarter. Subsequently, we hold a meeting with you to optimize our approach accordingly.

There are many ways you can craft your proposal. In fact, it may be totally different from this example. Certainly, it will depend on your writing skills and the services you provide. Having this as a framework will ensure that you are on the right track to add any necessary details for you specifically.

Step 7. About us

The about us page is the section in which you can humanize your business. People trust people, and although we covered most of our business capabilities in the cover letter, here we can expand on the team members. 

Add brief bios and photos of the people in your team that will work on this project. Include information about past successes, social proof or even awards. In addition, include testimonials from other clients or even case studies.

Step 8. Pricing

This section is self-explanatory. Create a pricing table with all the products and services you offer and pair them with a price.

If you send your proposal electronically, a great way to take it to the next level is to have an interactive pricing table. This table will calculate the total cost depending on the products or services that a client chooses.

 

Bonus quick tips to improve your B2B proposal writing

A well-crafted proposal needs to engage the potential client and guide them to find all the crucial information easily. Here are some tactics to help you:

Use visuals to help the reader to more quickly understand what you are trying to say. It can be infographics, pie charts, or even headshots of your team in your About Us section.

Include quantitative data that can encourage the client to diminish possible objections. Social proof is a great way to add value and create a proposal that converts. Also, figures catch the eye and help build a better relationship and trust.

Send your proposal electronically to leverage the power of the digital world. By doing this, you can include clickable links and videos about your product or service, or even help your client sign electronically.

Always check your proposal before you hit send. You want your first impressions with a new client to be ideal so avoid typos or grammar mistakes. Typos send the wrong message that you don’t pay attention to details.

The takeaway

B2B proposals are essential to get your message across to other businesses. A well-crafted proposal needs to follow specific guidelines so that the recipient has a clear understanding of what you are offering. Visuals, data and structure play a vital role in the effectiveness of a proposal.

Follow the steps above and start improving your next B2B proposal to build the best relationship possible even before the first meeting. Remember that depending on the industry you are in, you may change different elements to make your proposal more specific to your niche.

If you’d like to learn how Responsive can help you craft professional and winnable responses each and every time, schedule a no-cost demo. 

RFPIO CPO/CIO talks about human-AI collaboration in new UX

RFPIO CPO/CIO talks about human-AI collaboration in new UX

Products/Features/Solutions

Less than a decade ago, B2B customers would likely approach potential vendors through one of five channels. I’ll give you a hint: their procurement departments weren’t one of them. The number of channels has doubled today, and procurement departments are increasingly tasked with initiating and negotiating purchases, usually through RFPs.

Around that same time, RFP response time was cut in half, from an average of 12 months to six. Additionally, increased regulations and security requirements make the purchasing and bidding processes far more complex.

Today’s business climate is all about doing a lot more with less, but leaving many of their largest potential deals on the table because a company doesn’t have the time or resources to create winning proposals isn’t a viable option.

The best solution is empowering existing teams with the necessary resources to drive more revenue.

I recently sat down with RFPIO Chief Product Officer, Chief Information Officer, and cofounder, AJ Sunder, to discuss how RFPIO’s new UX — introduced in the company’s latest launch — advances collaborative AI capabilities that will help add human-driven value to response departments without overburdening proposal professionals or SMEs.

Wendy: Good morning, Sunder. Please tell us a little about yourself and the vision behind RFPIO.

Sunder

Sunder: Before founding RFPIO with Ganesh Shankar (RFPIO CEO) and Sankar Lagudu (RFPIO COO), I worked in various roles in software development, including as developer, product manager, software test engineer, database admin, architect and information security analyst. I have spent the better part of my career in telecom, healthcare, aerospace and defense before SaaS.

While working together for a startup, Ganesh, Sankar and I had different experiences with RFPs due to our various roles. We found that the RFP management processes we encountered were often inefficient and time-consuming, leading us to create a better solution.

So when we decided to start our own company, we knew that response management was an area where we could make an immediate impact. We aimed to simplify the RFP process and make it more user-friendly, which led to the development of our patented import process, setting us apart from our competitors.

Initially, I focused on engineering and customer success when we started RFPIO. I currently manage product and engineering.

Wendy: Can you describe some of the reasons you decided to reimagine the UX?

Sunder:  We decided to launch a fresh and brand-new interface for our application because we recognized that UI and user experience standards are evolving faster than ever before. Our users are exposed to new and innovative applications every day through their mobile devices and the internet, which leads to rapidly changing expectations. We aimed to keep up with these evolving standards by embracing more recent technologies that provide better performance and greater flexibility.

However, our goal wasn’t to simply rewrite our application. We wanted to reimagine it from every angle, with a particular emphasis on integrating AI. Since the launch of RFPIO, AI has rapidly advanced, and we saw an opportunity to seamlessly incorporate it into the user experience. By doing so, we are able to improve the overall user experience while also making AI a natural part of it.

And finally, the new user interface has allowed us to bring a lot more capabilities, and time-saving features to the platform that would have been more challenging to fit into our classic interface.

Wendy: Can you tell us a bit about your philosophy on improving the user experience?

Sunder: Absolutely. At the heart of our philosophy on improving the user experience is a commitment to investing in both our internal research, expertise and customer feedback.

Internally, we dedicate significant resources to researching and developing new ways to make our application more intuitive, efficient and enjoyable for our users. We also placed great emphasis on soliciting feedback from our customers. This includes conducting user research, gathering feedback through surveys and customer support channels, and regularly engaging with our users. By listening closely to our customers, we were able to identify pain points and opportunities for improvement.

Wendy: How much customer or user input went into the new UX?

Sunder

Sunder: At RFPIO, we strongly believe in building solutions in close partnership with our users. We recognize that our customers are experts in their own domains and have unique perspectives and insights that can help us build better solutions. That’s why we regularly gather feedback from our customers through various channels such as surveys, customer support interactions and user research.

For the new UX, we conducted extensive user research to understand our customers’ needs and pain points. We interviewed users, observed them in their natural environments, and analyzed their workflows to identify areas where we could improve the user experience.

While customer input is essential, it’s equally important that our product teams have the expertise and creativity to translate problem statements and pain points into elegant solutions. Our teams work hard to synthesize the feedback we receive, identify patterns and themes, and then design and build solutions that address those needs in intuitive and efficient ways.

Overall, the new UX is the result of a collaborative effort between our customers and our product teams. We’re confident that our customers will appreciate the enhancements we’ve made and that the new UX will help them work more efficiently and effectively

Wendy: Can you tell us more about helping users rapidly evaluate requirements in government RFPs, and other dense, narrative documents?

Sunder: When someone receives a request for proposal (RFP), one of the initial challenges is figuring out whether it’s the right fit for the business, is it worth pursuing, and what it will take to pursue the opportunity. This requires carefully examining the RFP to understand its requirements and key entities. It can be a time-consuming process, so we’ve invested in user experience (UX) and machine learning to help streamline it.

Our machine learning algorithms can quickly analyze dense, narrative documents commonly found in public RFPs and suggest which sections to focus on — what are some of the key requirements, timeline and so on. This way, our users can get a snapshot of what the document is about and make informed decisions about whether to pursue the opportunity.

It’s important to note that this technology is not a substitute for reading the entire document, but it can help users quickly identify the key information and involve the right stakeholders in the decision-making process. By investing in UX and machine learning, we aim to simplify the evaluation process and save our users valuable time and effort.

Wendy: How is the work that your [development] team is doing an important step forward in how proposal and response teams interact with AI technology?

Sunder: We use AI as an assistive technology that supports and enhances the work of proposal and response teams. We recognize AI’s potential to improve efficiency, accuracy and speed, but we are also acutely aware of the responsibility that comes with implementing such technology.

That’s why we have designed our AI systems to work in conjunction with human experts, who are always in the loop to oversee and guide the AI’s decision-making processes. Our approach ensures that our AI technology is transparent and accountable, and that it reflects our core values of ethics and responsibility.

In terms of how our work is an important step forward, I would say that it lies in the balance we strike between the benefits of AI and the importance of human oversight. By using AI to assist proposal and response teams, we are able to automate time-consuming and repetitive tasks, freeing up valuable resources for higher-level, strategic work. At the same time, our human experts ensure that the AI’s recommendations align with our clients’ needs and expectations, and that we remain mindful of the ethical and legal considerations surrounding the use of AI in proposal and response processes.

Wendy:  Can you elaborate on how you see RFPIO users collaborating with AI?

Sunder

Sunder: Certainly. At RFPIO, our goal is to make AI an invisible assistant for our users, seamlessly integrated into their workflow and providing valuable insights and suggestions without being intrusive or disruptive.

In practice, this means using AI to automate time-consuming tasks like document analysis and response drafting, freeing up more time for users to focus on higher-level tasks like strategy and collaboration.

For example, when a user receives an RFP, they can quickly upload it to our system where AI algorithms analyze the document and extract key information such as requirements, deadlines and contacts. This information is then organized and presented to the user in a clear and structured format, allowing them to easily review and assign tasks to team members.

When it comes to response drafting, our AI-powered suggestion engine provides real-time recommendations for content based on the user’s inputs and past performance. This can include everything from specific answers to common questions to more general suggestions for tone and formatting.

Throughout this process, we place a strong emphasis on maintaining the human in the loop, enabling users to review and approve all AI-generated content before it is finalized. This ensures that users retain control over the final output and can make any necessary adjustments to ensure it accurately reflects their organization’s voice and messaging.

Overall, we see AI as a powerful tool for improving collaboration and efficiency in the proposal and response process, and we’re committed to making sure it remains a helpful assistant rather than an intrusive technology to contend with.

Wendy: There’s already been a ton of buzz about GPT assistant. Why is there so much interest in RFPIO’s approach to content-generation technology?

Sunder:  At the heart of responding to RFPs, security questionnaires, and proposals is the task of writing quality content that effectively communicates our customers’ unique value propositions. This is an area where GPT excels, and we’re thrilled to be incorporating this cutting-edge technology into our platform to help streamline the content-generation process.

With GPT, we’re able to offer our users an AI-powered writing assistant that can help them draft compelling and persuasive responses to even the most complex questions. This technology allows our users to tap into the power of natural language processing and machine learning to generate high-quality content more efficiently and effectively than ever before.

Overall, the interest in RFPIO’s approach to content-generation technology is driven by our focus on making the content-generation process more efficient, while also maintaining a high level of quality and accuracy. We’re excited to continue exploring the possibilities of AI-powered content generation and to help our customers achieve greater success in their response management efforts.

Our customers recognize the potential of this relatively new technology.  And this is reflected in the volume of inquiries and the interest we have seen so far. But I should note that this interest ranges from curiosity to outright enthusiasm to embrace it.

Wendy: How does GPT assistant differ from ChatGPT?

Sunder

Sunder: GPT assistant is a proprietary AI application developed by RFPIO specifically for the purpose of assisting with RFPs, security questionnaires, and proposal content generation. ChatGPT is a general-purpose chatbot built by OpenAI that can be used for a wide range of applications. While both use the same underlying large language models, our GPT assistant is specifically designed to understand the nuances of the content we work with and provide more relevant and accurate suggestions.

Additionally, our GPT assistant is integrated into our RFPIO platform, allowing for a seamless and secure collaboration between the user and the AI assistant. The information and data used by our GPT assistant is kept private and confidential, ensuring that sensitive information is not shared or compromised.

Wendy: Will GPT assistant and other generative AI help encourage SME and executive buy-in, and if so, how?

Sunder: Yes, I believe that GPT assistant and other generative AI technologies will help encourage SME and executive buy-in. By leveraging GPT technology to assist with content generation, we can significantly reduce the time and effort required to create high-quality responses to RFPs, security questionnaires and other content-driven requests.

The potential impact on productivity and efficiency is significant, and we are optimistic that our customers will embrace this technology when they see the real value it can provide.

Furthermore, the ability to generate content quickly and accurately with the help of GPT technology can also help our customers win more business. By creating high-quality responses faster and more efficiently, our users can improve their chances of winning bids and securing new contracts.

Of course, we understand that there may be some concerns around the use of AI in content generation. That’s why we are committed to ensuring that the technology is used responsibly and that it always works in conjunction with human expertise and oversight. Ultimately, we believe that the benefits of this technology will far outweigh any potential drawbacks, and we are excited to continue exploring new ways to help our users streamline their workflows and achieve their business goals.

Wendy: There’s so much positive momentum surrounding the company and its response management platform — why do you think that is?

Sunder: At the heart of it, RFPIO’s response management platform fills a critical need in the B2B space. In today’s fast-paced business world, request response has become the backbone of most business interactions. From RFPs to security questionnaires, businesses are constantly receiving requests for information, and the ability to respond efficiently and effectively can make or break deals.

Our platform allows businesses to streamline and optimize their response process, freeing up valuable time and resources for more strategic pursuits. We’ve seen firsthand how our technology can have a huge positive impact on businesses, both in terms of winning more deals and improving overall productivity.

But it’s not just about technology. We’ve worked closely with our customers to understand their pain points and challenges when it comes to request response. By truly listening to their needs and translating those problem statements into elegant solutions, we’ve been able to create a platform that truly meets the needs of our users.

Overall, the positive momentum surrounding RFPIO is a testament to the power of strategic response management and the value that our platform brings to businesses across industries.

Wendy: Thank you, Sunder. That was fascinating!

Sunder: My pleasure.

If you’d like to learn more about RFPIO’s new user experience and GPT assistant, let us know.

 

Everything you need to know about healthcare RFPs

Everything you need to know about healthcare RFPs

Products/Features/Solutions

With an aging population, it might not surprise you to learn that healthcare is the fastest-growing industry in the world. It’s no coincidence that insurance companies, hospitals, pharmaceutical companies, medical device manufacturers, and other healthcare organizations also have the fastest-growing demand for products and services.

To help ensure all vendors meet their budgets, timelines, and other requirements when purchasing those products and services, healthcare organizations, like those in other industries, issue requests for proposals (RFP).

What is a healthcare RFP?

A healthcare RFP is a way for buyers to collect and organize necessary information for evaluating potential vendors. RFPs are structured in a questionnaire format, giving organizations a clear, side-by-side comparison of the prospects bidding on the project. Most importantly, each new RFP is an opportunity for new suppliers and vendors to win new business.

In this blog post, we’ll discuss the unique challenges with healthcare RFPs and best practices to benefit both buyers and vendors.

Elements of a healthcare RFP

A healthcare RFP should include:

  • The project background and an overview of the problem
  • The ultimate project goals
  • Description of needed goods or services and budget
  • The RFP timeline and vendor deadlines
  • RFP decision requirements including qualification, submission and evaluation criteria
  • The organization’s terms, conditions, and regulatory requirements
  • A vendor security questionnaire (although that might fall later in the buying cycle)

Types of healthcare RFPs

The most common types of healthcare RFPs include:

  • Professional services and consulting
  • Medical and surgical equipment
  • Facilities and maintenance
  • Healthcare information technology (HIT) systems
  • Laboratory and research services
  • Medications and pharmaceuticals
  • Support services and staffing

How to issue and manage healthcare RFPs

Issuing and managing an RFP happens in a simple three-step process.

1. Creation

Identify the issue, assess specific needs, and define the scope of a project. Understanding the core of the issue will enable an understanding of what the best solution is. Collaborate with stakeholders to prioritize the factors that will help you make your final selection.

Before writing your RFP, select prospective vendors, conduct research, and explore industry trends to ensure relevancy when drafting your RFP.

Using feedback from your internal teams, your research, and the background you’ve learned, you can draft your RFP.

2. Administration

Whether you issue your RFP publicly or to a select group of prospective participants will depend on the regulations that govern your procurement process.

During the question and answer period, collect and collate any necessary clarifications, providing uniformed questions to all prospects to ensure fairness.

3. Evaluation

Review your collected RFP responses and start by reviewing them for compliance. Next, ensure that vendors meet the stated minimum requirements. After that, score sections that contain closed-ended questions. An RFP software solution can save time by scoring automatically.

Engage SMEs and stakeholders for more complex response evaluation before making your final selection. An RFP management platform can simplify side-by-side comparisons when making a decision.

3 tips for responding to a healthcare RFP

  1. Create and optimize a content library – Cut down on repetitive work by saving and organizing past RFP questions and responses, as well as templates. Proposal software can centralize your knowledge base and automate your workflow by suggesting answers to previously seen questions.
  2. Streamline SME collaboration – A content library can help you complete as much of the proposal as possible before sending it to your SMEs. By suggesting potential answers based on past proposals, you lighten the SMEs’ load and complete RFPs in less time.
  3. Only answer RFPs you can win – Consider RFP deadlines, available resources, requirements and deal-breakers. A powerful software tool can facilitate bid or no bid decisions.

Improve efficiency by removing emails from the response process

RFPIO seamlessly integrates with most of the tools you might use to send and receive RFPs, including five CRMs and four communication apps.

Scale your response process as industry and customer needs change

RFPIO’s AI-enabled Content Library lets admins and approved users quickly update stored messaging to simplify adapting to changing market needs.

Keep your content current

Built-in curation tools quickly help you create content review cycles, find duplicate content, and flag posts that need review.

Ensure regulatory compliance

Embed compliance reviews right into your workflow to make sure all content is compliant and simplify security questionnaires.

Healthcare companies respond faster with RFPIO

RFPIO is the response management platform of choice for leaders in the healthcare industry.

The key area we’re seeing success with RFPIO is being able to handle multiple RFPs at the same time. There’s no way we could have simultaneously responded to 16 RFPs with a two-person team if we were still using a manual process.

Learn from the experts on response

Healthcare procurement and fulfillment is complex with multiple regulatory requirements. RFPIO is a tool designed to streamline the process by helping proposal professionals navigate complexities, enabling them to craft clear and compelling documents.

Schedule a demo. We’ll demonstrate how RFPIO might help you focus on the most important parts of your job and safeguard compliance.

Proposal management resource guide

Proposal management resource guide

Products/Features/Solutions

What do nearly all large sales have in common? OK, if you read this blog’s headline, it’s hardly a trick question.

Whether a sale began through outbound sales or marketing efforts, inbound customer queries, or requests for proposals (RFPs), nearly all customers require written proposals before making a large purchase.

Proposal management 101

Proposal management is the process of completing a sales proposal or RFP response accurately, completely, engagingly, and on time. The process typically involves multiple parties, including subject matter experts (SMEs), writers, editors, and of course, a project (or proposal) manager.

What does a proposal manager do?

If you ask a proposal manager what they do, there’s a good chance they’ll respond with something like, “What don’t I do?”

They wouldn’t be wrong. A proposal manager is part salesperson, part writer, part editor, and mostly the ringleader of a many-ringed circus. They are in charge of crafting winning proposals and creating and maintaining processes for today’s proposals, tomorrow’s, and next year’s.

Create new RFP response processes

At RFPIO, we gathered our current and past proposal managers to design a response process that’s logical, agile, and repeatable. The 8-step process builds on past wins and losses, perfection and errors, to help set you up for an increased win rate and higher profits.

  • Go/no-go – Not all requests for proposals (RFPs) are worthwhile. Can you meet the customer’s needs? Do their needs align with your company’s goals and objectives? Is the deal winnable?
  • Hold a kickoff meeting – Gather your response team to assign roles, responsibilities, and deadlines.
  • Pen the first draft – Most of an RFP’s questions are relatively standard. You can respond to as many as 80 percent of the queries with answers you’ve used before. Note that doing as much of the work as possible, without calling on SMEs’ valuable time, will go a long way toward fostering goodwill.
  • Pen the second draft – The second draft is where real collaboration comes in. Call upon your SMEs to help answer the last 20 percent or so of your document’s questions.
  • Review and revise – Check and recheck your proposal for accuracy, response quality, and spelling and grammatical errors. Make sure you’ve attached all relevant documents.
  • Submit your response – Submit your complete and polished reply on time, if not early.
  • Save and audit your response – Continue the goodwill you’ve established with your SMEs by saving their answers for future use.
  • Conduct a postmortem – Win or lose, gather your team to discuss what went well and what didn’t. Apply your newfound wisdom to future responses.

Improve old RFP processes

Congratulations on establishing a response process. You’d be surprised at how many companies play it by ear. Still, even the best RFP response needs some tweaking now and again.

  • Only go after what’s winnable – Even the best-defined go/no-go process is subject to human excitement. It might be tempting to go after that big sale, but if it’s a bad fit, the wasted work can deplete morale, and having to read through a response that doesn’t fit might cause resentment on the part of the customer.
  • Focus on content – Do you have a content library to store previous answers? Do you regularly audit your content library for use and accuracy?
  • Define roles and responsibilities – While you can’t predict which SMEs you might need to consult for your next RFP, you can establish your core response team. Then, when it’s time to call your team to action, you can involve the SMEs and further hone roles and responsibilities.
  • Get to know your key stakeholders – People’s work styles vary. Respect stakeholders’ preferred communication (RFPIO integrates with the most popular communication applications) and work styles.
  • Repeat – Make sure all your improvements are repeatable. For example, if you assign a designated editor to one response, assign one to all.

Manage projects seamlessly

A response manager is, first and foremost, a project manager. It’s their job to decide whether to pursue the sale and who should be part of the response, ensure everyone has their marching orders and meets their deliverables, and record each question-and-answer pair for future use.

Project management software, especially that which is specifically designed for proposals, will help the proposal manager through each step of the project.

Set the response team up for success

One of the biggest challenges facing a proposal manager is coordinating groups of individuals who might work remotely, from different offices, and even in different time zones. Here’s how some of our customers bring out the best in their distributed response teams.

  • Focus on productivity – Some people thrive on 9-5 while others work best from 7-3 or even some time in the middle of the night. Naturally, team meetings should involve everyone, and deadlines might not comply with personal work styles, but when you let people work when they’re most productive, they’ll be…well…more productive.
  • Ask for help – Managing distributed workforces is nearly impossible without assistance from project management software. Strategic response management software such as RFPIO integrates with all of the most popular communication and productivity applications, enables project managers to set up tasks and checklists, and optionally enables access from anywhere there’s an internet connection.
  • Build connections – Teams are built from diverse personalities and work styles. Step away from work mode once a week or so and hold team-building meetings with fun themes to help bring out people’s personalities and create bonds.

How to manage winning proposals

While proposal managers are pulled in multiple directions, the primary goal is always to create winning proposals. Here’s how our proposal managers do it.

Optimize the proposal management plan

Many, if not most, proposal managers don’t have the luxury of designated proposal teams. In fact, their roles and responsibilities might vary. Many are part of a sales team, and a salesperson is often expected to oversee an RFP’s completion.

Still, small companies without designated response teams or response managers can compete with enterprise companies by following a well-designed process.

  • Learn to say “no” – Small and medium-sized businesses (and even enterprise organizations) need to conserve resources, which means saying “no” to RFPs that are either unwinnable or unfulfillable.
  • Call for help – Most proposals require input from multiple parties. In other words, it’s more than OK to admit you can’t do everything alone. Call on your sales team and other SMEs to help you complete your proposal. Sales teams may not like responding to RFPs, but they should remember that they have tremendous revenue potential.

Define team roles and responsibilities

A response process should begin well before you receive your first request. You should have a regular team with backups in case someone is unavailable. Additionally, you should know your SMEs, their expertise, and, hopefully, their schedules.

Once you receive an RFP, hold a kickoff meeting to clearly define every stakeholder’s role and responsibilities.

Establish the building blocks of your proposals

Response managers aren’t rewarded for originality. Their job is to win bids, and the most efficient way to do that is to reuse and recycle past content, or at least some of it.

Establish proposal building blocks by utilizing and customizing resources such as white papers, internal training, boilerplate libraries, and so on. You can also pull content from previous proposals.

Your recycled content is not generic and boilerplate, such as with a press release. Edit or add to it to suit your customer and the specific project.

Once you’ve identified building blocks, store them in a shared folder, collaboration tool, local drive, or response management software.

Organize knowledge systems

Not long ago, companies stored their documents and much of their knowledge in metal boxes called file cabinets. Okay, yes, we all still know what file cabinets are, but we also know that they are highly inefficient for distributed and siloed workforces.

A well-organized knowledge system enhances collaboration, breaks down silos, and boosts productivity. It also makes RFP response much faster and more efficient.

Record your question-and-answer pairs after you submit each response, and regularly audit your content to ensure it’s valuable, current, and accurate.

Format your deliverable correctly

Your prospect won’t read your proposal.

The last thing you want to hear, especially after spending hours, days, or even weeks crafting a beautifully written proposal, is that the customer won’t even read it.

That doesn’t mean you’ve wasted your time—far from it. A well-formatted proposal makes it easy for customers to find what they need quickly. Here are some tips:

  • Use the right font – Serif is the easiest to read.
  • Justify left – Justify on the left and use ragged formatting on the right.
  • Use portrait orientation – People are used to reading documents in portrait orientation.
  • Double space – Double spaces between sentences are easier to skim.
  • Limit paragraph and sentence length – More than 3-5 sentences per paragraph is overwhelming, as is more than 20 words per sentence.
  • Use graphics and images – Pictures break up dense text and make it much easier to follow.
  • Avoid reds, greens, and grays – Many people are color blind and can’t distinguish between reds and greens. Grays and other low-contrast colors are difficult to read.
  • Use headings – Headings and subheadings let readers know where to find the necessary information.
  • Define acronyms – You can use acronyms, but you should first define them. Request for proposal (RFP) is one example.
  • Avoid internal references – Don’t make your reader search with statements like “See question #18.” At the very least, summarize the answer and direct the reader to one that’s more detailed.
  • Include a table of contents – Many proposals are 100s of pages long. Prevent frustration by directing customers to what they are looking for.
  • Follow the 3:1 rule – Avoid the hard sell by referring to the prospective customer’s company about three times for every time you mention your company. This is especially important in executive summaries.
  • Proofread – Run your copy through a grammar checker to ensure correct punctuation and grammar.
  • Use a one-third/two-thirds layout – Use one-third of the page as a sidebar for relevant information, such as key metrics.
  • Standardize your formatting – Your stakeholders might have their own ways of working, which is fine, but be sure to bring their content into your standard formatting to create a cohesive style instead of a jarring “patchwork quilt” effect.
  • Use your customer’s logo (maybe) – If you have permission and a non pixelated, high-resolution logo that meets their branding guidelines, attach it to your proposal.
  • Include white space – Space your content so the pages aren’t too dense.

Deliver an organized RFP response

Your proposal should be skimmable, but it should also invite the reader to evaluate whether you can fulfill their needs. Write your proposal to draw the reader in and keep them with you.

  • Reassure the reader – As my grandmother often said, the devil is in the details. But if you want the reader to get to the details, you’ll have to reassure them that you know what they’re asking. Summarize the customer’s requirements very early in the document.
  • Detail each step – Lay the proposal out so the customer can follow the buyer and customer journey. Tell a story and avoid jargon.
  • Build your content library – Each proposal is an opportunity to add to your content library. In turn, your content library should hold a wealth of reusable information and documentation for future responses.
  • Use proposal management software – Your proposal management tools should help you manage the project, find relevant content, and standardize the proposal’s format.

How to improve the proposal management process

Now that you know what an excellent proposal management process looks like, the next step is implementation. Advanced RFP response software is designed to enhance, refine, and simplify your process, freeing you to produce more bids using fewer resources.

Upgrade your content management

RFP software helps you organize your ever-evolving content management system by letting you manage content by tagging it and assigning it to projects. With RFPIO, you can assign star ratings so your best content can rise to the top.

You should also regularly audit your content for relevance, use, and accuracy.

Leverage RFP management dashboards

Track your project’s progress with an RFP response management dashboard that provides insights at a glance.

Scale your response management process

Some weeks you have one project on your plate, and others, three or more. RFPIO lets you scale to your needs by allowing unlimited user access with each project.

Integrate AI into your proposal management solution

Think of artificial intelligence (AI) as a team member that never tires and always has a great attitude. Leverage it to help you answer up to 80 percent of an RFP. It can also analyze the RFP to help you with the go/no-go process, analyze win-loss opportunities, and help perfect your formatting.

Using proposal management software

RFPs are becoming much more common than they were in the past, and mere humans have a tough time keeping up. Proposal management tools help organizations respond to more bids in less time.

The advantages of bid proposal tools

The best bid proposal tools are designed by proposal managers to help manage each of the eight steps in the response process. Streamline your process with the following:

  • Project management – Track each team member and workflow through project management.
  • Content management – A great content management system is more than a repository. It should leverage AI to point you to the most appropriate content and help keep the content library current.
  • Collaboration – It’s almost impossible to go it alone when creating a proposal, and there’s a good chance you don’t share office space with some of your teammates. Today’s bid proposal software should include powerful collaboration tools.
  • Integrations – Most organizations use customer relationship management software, communication software, project management software, and others. Advanced bid proposal tools integrate with most of the tools you already use.
  • Business intelligence and analytics – Use insights to help determine what you can do differently in the future.

Selecting proposal management software

We consider a few features essential when looking for software to help with proposal management.

  • Import/export capabilities – You might receive an RFP in a Word document, Excel spreadsheet, or even a PDF. Look for software that lets you import the document into a standardized platform that your team knows and then exports it into the customer’s preferred format.
  • Content management – Look for an intuitive single source of truth for all of your company knowledge and documents.
  • Integrations – Your proposal management platform should enhance your existing tech stack, not weigh it down. Look for software that integrates with the tools you already use.
  • AI assistance – Intelligent software points you to the best content, does much of the work for you, assigns questions to SMEs, and analyzes past responses and future opportunities.

Streamlined proposal management with RFPIO

RFPIO is mission-critical software for companies such as Google, Facebook, Microsoft, LinkedIn, Zoom, Visa, and many, many more. Its advanced proposal management features include:

  • Import/export capabilities – Import each document from your customer’s preferred format onto your desired working template. From there, export the finished document back to the customer’s format before submitting the proposal.
  • Content management – RFPIO offers the industry’s most advanced AI-based content management system. It will answer as much as 80 percent of your document and help you keep your library free from ROT (redundant, outdated, and trivial content).
  • Integrations – RFPIO seamlessly integrates with more than two dozen of the most popular business applications.
  • AI assistance – RFPIO’s continually-learning AI tool helps you maintain and utilize your content library and generate analytics to help you win more bids and demonstrate value to executives.

Case study

TeamDynamix, a cloud-based IT Service Management and Project Portfolio Management platform, has seen a 300 percent increase in RFP volume over the last three years. When shopping for software to address the rise in volume, they looked for scalability and efficiency.

With RFPIO, TeamDynamix met the 3x increase and reduced turnaround time by about 40 percent, allowing them time to perfect each response and maintain consistency.

Hop on a free demo to see how RFPIO can help you win more bids and boost revenue with fewer resources.

 

How to choose the best RFP software

How to choose the best RFP software

Products/Features/Solutions

The best RFP software breaks down silos and encourages collaboration. It is agile — it addresses its customers’ needs in the moment and quickly adapts to future needs.

The best software is built by (and for) humans. Artificial intelligence (AI), machine learning and natural language processing technology adapts to its users’ needs empowering greater efficiency. The best RFP software companies go even further by using customer feedback to routinely improve their products.

Indeed, great RFP software and software companies do all that but with the specific goal of encouraging efficiency, compliance and confidence in the RFP response process. The most successful responders see the best results by collaborating within a single response management platform … RFP software.

What is RFP software?

Request for proposal (RFP) software helps organizations respond to more RFPs in less time. Of course, that barely scratches the surface of advanced RFP software capabilities. Advanced RFP software helps optimize every step of the RFP process, from before the document is received to after the bid is submitted.

Essential RFP software features

An efficient response management platform includes features that streamline your team’s workflow. At the very minimum, RFP software should feature:

Import and export capabilities

Before the advent of RFP software, there were *gasp* manual processes. Of course, the challenge is that issuers send RFPs in a variety of formats, including Microsoft Word and Excel, Google Docs and Sheets, and sometimes PDFs. And—this will surprise no one—issuers weren’t (and still aren’t) consistent in their formatting inside their docs, spreadsheets, or PDFs.

Have you ever searched a poorly organized spreadsheet? Where do you search docs or PDFs if you don’t know what you’re looking for? Manual importing is tedious and time-consuming. In fact, it can be the most time-consuming part of a manual RFP process.

RFP response software should be able to recognize critical questions and information, regardless of the format, and import them into your RFP software.

There are two kinds of people in this world: people who say there are two kinds of people and people who don’t. There are also spreadsheet people and doc people, although some live on the wild side and do both.

Spreadsheets are mathematical and formulaic, but that doesn’t mean the formulas are standard from RFP to RFP. RFP software imports spreadsheets in a couple of ways:

  • Standard template – Basic RFP software allows for standard template import, where you download the template spreadsheet, copy/paste the questions, and then upload it.
  • Advanced configuration – Forget copy/pasting. Advanced configuration lets you process raw source files, customized how you want them. Beyond that, Responsive automatically detects predefined dropdowns and automatically configures the sections.

Word and Google Docs, on the other hand, are more visual. The biggest challenge with Word and Google Docs is knowing what you need to reply to. Word and Google documents often have a lot of filler, such as company detail, at the beginning of an RFP.

While most RFP software can import the text from Word, they have difficulty distinguishing between what’s useful and what isn’t. Responsive reads the document’s style guide and can auto-identify sections and questions.

Often, RFPs arrive in mixed formats. Many Word documents have Excel tables or charts inserted into the doc. Not a problem, at least when you’re using Responsive. Many of the same rules apply to importing Word and mixed documents as to Excel sheets:

  • Identify the sections, questions, and answers in the original document.
  • Process the source document and customize it using the advanced configuration in Responsive.
  • Preview to make sure everything is in the right place.

The Responsive platform’s advanced import and export capabilities can shave as much as half the response time.

Content management

In the early 2000s, workers whose jobs required access to company knowledge spent about 2.5 hours a day searching for information. If you’re old enough to remember, those were the days of dial-up, AOL, and Ask Jeeves. Software as a service (SaaS) was unheard of.

Twenty years later, nearly everyone has the internet. Need an answer to a question? Google it. And you’d be hard-pressed to find a business problem that can’t be addressed using a SaaS application. Surprisingly, the time spent searching for knowledge has increased from a bit over ¼ of the workday to nearly half.

Why would that be? There are probably a couple of reasons, including that businesses are a lot more siloed now than they were at the turn of the millennium—and of course, there’s a heck of a lot more knowledge to search.

Not surprisingly, disjointed content is one of the top challenges of an RFP process. The Responsive content library not only simplifies the search but also does much of the work for you.

The content library in Responsive Content:

  • Stores marketing approved content in one place – Your company’s single source of truth.
  • Lets you stitch together high-quality content – Browse previous responses to create customized answers.
  • Makes creating content easy– Once you answer a question, you can store the Q&A pair for future needs. As your company accumulates knowledge or documents, it’s simple to upload it into your content library.
  • Streamlines content formatting – Organize and format content however you like.
  • Automates responses – With just a few clicks, Responsive customers answer up to 80 percent of the questions on an RFP, regardless of the format.
  • Encourages regular content audits – Keep your content library fresh and up to date with regular audits. Responsive will remind you when it’s time to review specific content.

Integrations

When it comes to breaking down silos, Responsive walks the walk with industry-leading integrations. Users from across your company can access Responsive through more than two dozen applications you already use, including:

  • CRMs – Responsive is an ideal solution for all revenue-generating teams, not just response management. Access the content library and other Responsive features through your company’s chosen CRM, including Salesforce, Pipedrive, Dynamics 365, PipelineDeals, and HubSpot.
  • Communication apps – Responsive enables company-wide collaboration through your existing communication apps, including Slack, Google Hangouts, Jira, and Microsoft Teams.
  • Cloud storage apps – Worldwide, we create 2.5 quintillion bytes of data every single day. Cloud storage enables companies to manage data without accumulating vast technical debt. Responsive seamlessly integrates with Sharepoint, Box, Dropbox, Google Drive, and OneDrive.
  • SSO authentication apps – Responsive works within your company’s security protocols through SSO authentication integrations with Microsoft ADFS, Microsoft Azure, OneLogin, and Okta.
  • Browser extensions – Access the content library through Responsive® LookUp and Chrome.
  • Vendor assessment apps – Securely import directly from third-party platforms using Whistic.
  • Productivity apps – Work faster using Responsive with Microsoft Suites and Google Sheets.
  • Sales enablement apps – Revenue-generating employees can access Responsive through Seismic or Highspot.

AI assistance

RFP automation slashes time spent answering RFPs. Responsive goes beyond simple automation. We use machine learning to intelligently assist you through every step of the RFP response process.

Leverage Responsive to:

  • Auto-identify response content – The advanced artificial intelligence in the Responsive platform automatically identifies response content.
  • Get automated answers – The AI-powered recommendation engine pulls from the content library to recommend answers based on previous similar questions.
  • Assign questions to pertinent subject matter experts – With Responsive, there’s no more trying to figure out the best people to help with your RFP. AI technology identifies relevant and available SMEs.
  • Analyze win-loss opportunities – Not all RFPs are worth a response. Have you won similar bids in the past? Is this one worth it? Responsive learns from previous wins and losses to help you decide whether to pursue the next one.

The benefits of RFP response automation

Roughly 80% of a typical RFP consists of questions you’ve answered many, many times. Response automation lets you focus on the questions that matter most, the questions that will help you win the bid, by answering the routine queries with a click of a button.

The benefits of leveraging RFP automation include:

  • Streamlined workflow – Responsive is not just a response management tool; it’s a project management platform. It uses automation to establish roles and ensure on-time deliverables.
  • Decreased response time – When a workplace tool does most of the work for you, it’s bound to increase productivity and reduce response time.
  • Improved response quality – Automated replies free you to craft winning responses to the essential questions.
  • Centralized content library – Automatically store and catalog responses in a single source of truth.
  • Improved collaboration – The suite of Responsive integrations enables company-wide collaboration.
  • Increased revenue growth – Responding to more of the right RFPs in less time means more opportunities to drive revenue.

Steps for choosing the right RFP management software

Choosing the right RFP management software shouldn’t be taken lightly. There are several factors to consider:

1. Assess your RFP response process

Before you commit to an annual RFP software subscription, schedule a meeting with your entire RFP response team (subject matter experts, executive stakeholders, bid writers, etc.). The goal is to discover gaps and opportunities in your current workflow, then make improvements through RFP automation.

2. Prioritize RFP software features

Now that you know what your RFP response team needs to thrive, it’s time to prioritize RFP software features. Divide features into two columns—”must-have” and “nice-to-have.” If having a holistic view of RFP projects is a top priority, project dashboards are a must-have. If communication is dialed in, then Slack or Microsoft Team integrations are a nice-to-have.

3. Explore RFP software comparison platforms

Third-party validation is a vital part of decision-making for any purchase, including RFP software. Think of G2 Crowd and Capterra as Yelp for software products. Use these RFP software comparison tools to compare and contrast features and check out customer feedback. Seeing use cases in the real RFP response management world will inspire ideas and validate decisions.

4. Make a data-driven value assessment

Have no idea how many hours your team spends on RFP responses? Demystify these costs by tracking everyone’s time. Use our ROI calculator to determine how much you will save on hours and resources with RFP response automation. Armed with data, you’ll rely on stats instead of emotions to make a strong case for additional funds to cover RFP software.

5. Understand the product and the service

Once you have narrowed down RFP software providers, request a demo to see the solution in action and meet the team you’re considering working with. Bring your priority features list, along with questions that need to be addressed. Pay special attention to the user experience as the solution should be quick and easy for all RFP contributors to learn.

rfp repsonse software

Important questions to ask RFP software vendors

Adding to your existing tech stack can be a challenging sell for executives and your IT department, so it’s essential to ask the right questions of potential RFP software vendors.

  • What is the average ROI customers report after using your product? – There’s no surer way to secure executive buy-in than demonstrating your return on investment. ROI will vary from company to company. The ROI from Responsive customers is as high as 600%. Calculate your ROI here.
  • How would you describe your training and onboarding process? – You have executive buy-in; what about user buy-in? The onboarding process is vital for training and creating buzz over new software. The Responsive onboarding process is incremental, easy to follow, and designed to set you up for success.
  • How do you manage customer requests and feedback? –Because needs vary from company to company and change from day to day, there’s no such thing as perfect software. Responsive recognizes the importance of a bespoke solution, which means listening to every customer and addressing their individual needs.
  • What integrations are available? – Toggling between multiple applications is a pain. Responsive integrates with over two dozen of the most popular business tools.
  • How would your software solve problems x, y, and z? – Is the RFP software going to address your company’s needs? It’s hard to imagine a response management problem Responsive can’t solve, but if we’re not the right solution for some reason, we will tell you.
  • What are your data import and export capabilities? – If all RFP issuers used the same format, RFP response platforms might not be such a critical tool for response teams. Responsive imports and exports from Microsoft Word, Excel, and even PDFs.
  • Do you offer lifetime updates and enhancements? – Technology changes, as do your needs. Responsive provides regular updates and enhancements.
  • What are your competitive differentiators? – What makes one RFP solution better than others? As mentioned, Responsive offers more integrations and import/export options than any other RFP response software. We lead the pack in AI-powered automation. Additionally, we have an unprecedented pricing model. Instead of charging per user license, Responsive charges based on the number of projects going at any given time.

Automate your RFP process with a management solution that’s right for you

If you’re ready to see how RFP software will help you craft higher-quality responses to more RFPs in less time, request a free demo.

Why you need RFP software

Why you need RFP software

Products/Features/Solutions

The response process should be scalable, repeatable, and consistent.

Perhaps you remember the childhood game of “telephone.” In the game, one person thinks of a sentence and then whispers it to the next person in line; that person then whispers it to the next in line, and so on. Once everyone has heard the sentence, the last person has to say it out loud. Almost invariably, the final sentence has very little in common with the original.

An RFP might land in someone’s inbox in a variety of formats, including Word, Excel, PowerPoint, or even as a PDF. You might share the RFP, or parts of it, with dozens of stakeholders, each with their own area of expertise.

You could even have multiple stakeholders working on a single question or a single subject matter expert (SME) working on multiple RFPs, which, without the right processes in place, leads to inconsistent responses—a giant red flag to procurement teams.

In other words, an RFP can be like a written game of telephone. Multiple hands without centralized processes can delay and distort the response, meaning the response manager might have to spend hours, days, or even weeks trying to craft a cohesive response out of an anything but cohesive array of answers.

The solution is RFP software that is advanced enough to frame a response process that is consistent, repeatable, and scalable, regardless of the number of stakeholders involved. Let’s explore how RFP software can smooth out the response process, enabling you to drive more revenue in less time.

What is RFP software?

Clothing sizes, sports referees, traffic, RFPs—is consistency too much to ask? To be fair, consistency can get a little boring, but consistency in the RFP response process leads to better responses and perhaps more time for you to enjoy more of the chaos we call life outside of work.

As much as we’d love it if all RFPs arrived in consistent formats, they don’t. An effective RFP response tool is the foundation of a fine-tuned RFP process, creating consistency, repeatability, and scalability—transforming any RFP format into a predictably easy-to-navigate response.

Intelligent RFP software is able to import documents into a single format that’s simple and easily accessible by each stakeholder. In turn, the stakeholders submit their answers via the online portal, so project managers, writers, SMEs, etc., know who said what, when it was said, and how to find it, every single time, regardless of the RFP’s original format.

Once answers are in the system, you can store the Q&A pairs in the Content Library, or as I like to call it, The Single Source of Truth, for future use. But SMEs don’t have to wait for an RFP to add vital information to the Content Library. As they accumulate knowledge, rather than storing it on paper or in their heads (surprisingly common), they can add it to the Content Library, where it will remain accessible to all who need it.

Additionally, RFPIO’s advanced RFP software is a project management platform, with features such as assigning and tracking roles and responsibilities, scheduled review cycles, trend analytics, built-in collaboration tools, and seamless integration with the most popular CRMs and other sales tools.

In short, RFPIO software is both a scalable content management system and a project management tool, allowing teams to respond to more of the right bids in less time.

Perhaps less tangibly, but as importantly, it instills trust in SMEs and other stakeholders, as they know that their efforts won’t be duplicated or wasted and that there’s a single repository of consistent and repeatable company knowledge. This enables companies to build on things as opposed to just trying to keep afloat.

Fundamental features to look for in RFP software

The two main features to look for in RFP response technology are project and content management. While response teams might function with one or the other feature, it’s far more difficult.

You can answer RFPs without an automated and intuitive content management system, but that would make them a lot more difficult. On the other hand, you could have just a content database, but you’d lose context, such as where the content is, where the gaps are, and where you have old information that’s being pulled in without actually doing the RFPs.

Still, organizations should look for what their specific needs are. What are the most significant pain points? How will the needs grow in the future?

The most common pain points we hear are:

  • Too much time spent on responses – An up-to-date and easily accessible content library means the difference between tracking stakeholders down and clicking a few buttons.
  • Low response capacity – More often than not, low response capacity comes from trying to do too much. All too often, replying to each and every RFP is seen as the safer bet. Imagine if dating singles took the same approach. Instead of “swiping right” on every opportunity, choose those that fit. An automated response process can help you choose wisely and simplify those worth pursuing. More importantly, automation helps ensure that responses are accurate and on time, but also compelling and competitive, which helps propel your bid to the top of the stack.
  • Disjointed workflow – For proposal teams, a disjointed workflow is a confidence killer! When stakeholders cannot follow the process, they may find themselves wondering “why bother?” RFPIO’s project management features ensure up-to-the-minute statuses on each proposal. And when someone is stuck, others can see where they are stuck and help.
  • Inconsistent deliverables – RFP software eliminates the differences between formats, makes questions easy to locate, and simplifies collaboration, even in siloed organizations. Perhaps more significantly, RFP software enforces rules and parameters, such as character limits.

Why you need RFP software

Since the start of the COVID pandemic, the growth of remote work opportunities has brought the term “distributed workforce” into the mainstream. However, with worldwide offices, multiple brands under single umbrellas, etc., distributed workforces have been around for a very long time.

It’s common for a response to require SMEs from multiple time zones or for a single SME to work on responses from half the world away, and even from different brands under their corporate umbrella.

Response software such as RFPIO allows for different versions of questions and answers. So rather than responding to each RFP from scratch, RFPIO lets SMEs add to or change content to tailor each RFP, ensuring that there’s less of a risk of discrepancies.

RFPIO features include:

  • Content management – Repeatable company information in a single source, ready to go at the click-of-a-button.
  • Integrations – RFPIO seamlessly integrates with more than two dozen of the most popular CRMs, project management systems, communication apps, sales enablement tools, etc.
  • Automation – RFPIO continually learns as you work and suggests answers as you go, providing repeatability. The platform also automatically transfers RFPs from multiple formats into a single, consistent, accessible, predictable one.
  • A unique, project-based pricing approach – User-based pricing limits response teams, creates bottlenecks and incentivizes teams to limit their use of SMEs. Instead, RFPIO includes unlimited users in all of the pricing levels.
  • Scalability – RFPIO has no data or user limits. The software grows as the company grows and changes. Moreover, as the RFP industry evolves, so does RFPIO, without burdening existing tech stacks..

How RFP software can help

I will let you in on a little secret. RFP software, even cutting-edge RFP software such as RFPIO, is not a magic wand. It will never replace response teams, but advanced RFP technology will make their jobs more efficient and productive, ultimately making everyone, even CFOs, happy.

However, the only way RFP software can truly add value is if it works with response management teams rather than the other way around. That includes:

More productive collaboration

Improving collaboration is key to effective RFP management. Most organizations have distributed workforces, and even those that don’t might have off-premises response stakeholders and SMEs.

Chasing people down for answers is a waste of time. RFPIO allows any stakeholder to log in at any time and see exactly what is being asked of them.

Integrations

RFP software should work with tech stacks instead of adding to them. RFPIO does precisely that by seamlessly integrating with more than two dozen of the most popular workplace tools, including:

  • CRM – Break down the silos between sales and response teams with CRM integrations, including Salesforce, Dynamics 365, Pipedrive, PipelineDeals, and HubSpot
  • Communication apps – Stay in touch with stakeholders with Google Hangouts, Jira, Microsoft Teams, and Slack
  • Cloud storage – Sharepoint, Box, Dropbox, Google Drive, and OneDrive
  • SSO authentication – Login through Microsoft ADFS, Microsoft Azure, OneLogin, and Okta
  • Browser extensions – Access RFPIO through Chromium Edge or Google Chrome
  • Vendor assessment – Streamline security questionnaires through Whistic
  • Productivity – Import RFPs from nearly any format, including Microsoft Suites, Google Sheets, and PDFs
  • Sales enablement – Import and export content using Seismic or Highspot

RFPIO’s project management features allow project managers to ensure efficiency, establish roles and deadlines, protect your RFP response content, and curate and cultivate your Content Library.

Automated import process

Manual imports are the most time-consuming part of the RFP response process. RFPIO’s advanced import tools turn RFPs from nearly any format into consistent and easily-collaborative content.

Content Library

As I’ve mentioned, consistency is key in response management. In fact, repeating yourself is perhaps the easiest way to streamline your response process, especially since most questions are repeats, or at least variations on questions you’ve seen before.

Keep all your content in one easily accessible place with RFPIO’s AI-empowered Content Library. When you encounter one of those repeated questions, the Content Library will automatically suggest a company-approved answer. All you have to do is click a button and tailor the answer if needed.

A  knowledge management tool decreases RFP response time by:

  • Providing a searchable information hub
  • Housing reusable content
  • Enabling customization using previous responses
  • Facilitating content accuracy

AI-powered recommendation engine

We like to think of RFPIO as a response team’s brilliant assistant. Stumped on a question or you don’t have time to scour the database? That’s what the AI-powered recommendation engine is for. It:

  • Answers common repetitive questions
  • Auto-identifies response content
  • Assigns questions to pertinent SMEs

Enhanced security

RFPIO’s multi-level security enhancements protect organizations’ most valuable assets, company knowledge, with RFPIO’s state-of-the-art security controls.

  • SSO – Using Single Sign-On, you won’t have to memorize passwords. Simply login using your company credentials.
  • Automate user management – Automatically delete users when they leave the company
  • 2-factor authentication – If your company doesn’t use SSO, RFPIO also supports 2-factor authentication.
  • Control access – Define what users can and can’t see.

Let’s talk about the bigger picture. The ultimate goal of more effective RFP management is to win more business! RFPIO gives response management teams more time to craft better answers to more RFPs. It sounds simple, right? Again, it’s all about scalability, repeatability, and consistency.

With RFPIO, you can increase your win potential by responding to the right opportunities in a consistent, repeatable voice, using consistent, scalable answers in a repeatable, easily collaborative, and searchable format.

Scale your team’s ability to answer RFPs

By optimizing the amount of time spent on repetitive manual processes, your team is freed up to dedicate their resources to pursuing new business.

Produce higher quality responses, consistently

In a highly competitive landscape, businesses cannot afford to gamble by underperforming at the proposal stage. RFP software enables consistency through dependable accuracy, helping ensure finely-tuned responses, and creating reliable deliverables through export functionality.

Start winning more bids with RFPIO

RFPIO is the industry-leading response management platform, designed to securely increase RFP win rates and drive revenue.  Learn more by scheduling a Free Demo. 

Now, if only we could do something about clothing sizes.

Next, we’ll discuss knowledge management best practices.

What is RFP software?

What is RFP software?

Products/Features/Solutions

In many companies, proposal and sales teams are stretched to their limits. Even though high-revenue sales requests often arrive via RFP, it’s often easiest to grab those ready-to-close sales leads, even if it means less revenue.

Feature-rich advanced RFP software allows overstretched response management and sales departments to reach for the brass rings—those winnable and profitable RFPs—using significantly fewer employee hours and resources.

If your organization uses dated software or a manual RFP process, or if time constraints prohibit RFP responses altogether, read on to learn about RFP software and how it could benefit your organization.

What is an RFP?

A request for proposal (RFP) is a document that a buyer issues to suppliers that outlines the product or service requirements for procurement. RFPs come in a variety of different formats and narratives (similar to essay questions).

An RFP is the highest form of communication in the procurement process. Most deals are for more than $20,000—often significantly more, like with extra zeros and another comma. They are most common in government, software, insurance, business services, healthcare, and other complex, highly-regulated industries.

Security questionnaires determine whether a vendor (or even the vendor’s vendors) is compliant with the customer’s security requirements. They may include questions about security and privacy, business continuity management, supply chain management, business continuity management, etc. Not surprisingly, security questionnaires are lengthy and complicated, sometimes with hundreds of questions.

Additionally, there are requests for quotes (RFQ)—typically for purchasing goods rather than services—and requests for information (RFI). RFQs, as you might imagine, are about the bottom line, which makes sense when purchasing several gross of industrial screws, but not services that require a more bespoke approach. On the other hand, an RFI might be used to narrow potential suppliers down for future RFP solicitations.

Of course, RFPs often include RFQs, security questionnaires, and RFIs.

What are the objectives of an RFP?

The main objective of an RFP is for organizations to formally announce that they are opening a project for bids. RFPs are more formal and exacting than simple requests for pricing, and they’re typically for larger purchases.

An RFP will describe the needs and expectations of the issuer’s project and create the parameters to compare solutions.

RFPs generally require specific information about regulatory compliance, security, etc. In fact, it helps to think of an RFP response as the precursor to a sales contract and something that would even pass muster with legal departments—and quite often, legal has to approve responses before they’re sent to the customer.

RFPs ask for accurate, compliant, contract-ready answers to customer questions. Compare it to purchasing a house. You might want to know the current state of water or electrical systems, and as part of the presales contract process, the homeowner has to submit the answers in writing. The seller is then legally bound to the accuracy of their answers.

Common problems in the RFP response process

The RFP response is more complex than the uninitiated might think, which is why manual processes only allow for a couple of responses per year. There are a few notable challenges in the RFP response process, including:

The workload – Single RFPs often include hundreds of pages, requiring input from multiple stakeholders. Imagine answering dozens of RFPs per year when you use manual processes!

Content quality – You have one shot at answering an RFP correctly. Content should be centralized, current, and accurate, which requires advanced cataloging.

Collaboration – If an answer isn’t in your content library, the RFP will require collaboration, which means consulting with subject matter experts (SMEs). Having multiple people provide different answers is like herding cats, and extremely difficult without response management.

Detail – RFPs require impeccably detailed and accurate answers using existing knowledge and collaboration from SMEs.

Deadline – RFP deadlines are firm and many responses are time stamped. Missing a deadline by just a few seconds can rule your company out. Response management should keep you on track throughout the response process.

Consistency – An RFP response process should ensure consistent and on-time deliverables.

What are the three levels of RFP software?

There are three levels of RFP software. The first, manual processes, include some software, such as documents, spreadsheets, and a folder tree, but little else. Manual processes are generally acceptable for companies that only respond to a couple of RFPs a year.

I typically refer to the next level of RFP software as “the document suites.” This includes word-processing software composed of essential collaboration tools, content management, templates, and formatting. Document suites are suitable for companies that answer a handful of RFPs each year.

When RFP-based deals are an essential source of revenue, most organizations opt for the third level—a Response Management solution. These solutions help businesses with responses ranging from RFPs to security questionnaires, and offer the most advanced functionality for creating RFPs and managing their workflows. They save time, money, and costly errors through machine learning, robust integrations, and comprehensive and intuitive content management tools.

What are the benefits of RFP software?

RFP software solutions remove most of the above challenges by automating as much as 80% of the response process.

To a harried response manager, RFP software is a game-changer. To their employer, RFP software offers a demonstrably impressive return on investment.

Because RFPs are unique, even when they come from existing customers, and because businesses and regulatory requirements are in near-constant flux, most responses require additional input from SMEs. Through RFP software automation, but still at the response manager’s discretion, the SMEs’ answers will then go into the content library for future use.

Features of Response Management software

RFP solutions are capable solutions designed to help organizations engage with external stakeholders in an efficient, strategic, and consistent manner. They support the process of responding to customers and other stakeholders by leveraging new developments in machine learning and collaborative cloud technology to break down knowledge silos and automate repetitive tasks.

Responding to RFPs is one of the most popular response management use cases, and for this reason, most solutions have been designed to meet the specific needs of proposal managers.

So what are the key features?

Machine learning – With machine learning, you are the teacher. The system learns how you work and how you answer questions, enabling a click-of-a-button response the next time you encounter similar queries.

Scalability – A scalable solution that can grow and adapt to support your company as its operations grow and business needs change

Workflow Automation – Customizable automated workflows and dozens of integrations allow for easy collaboration.

Professional Document Production – Create professional high-fidelity response documents with the correct formatting in just a few keystrokes.

Data insights – Analyzing the efficiency of the RFP response process requires good reporting, including tracking the response team’s progress, the types of responses you’re issuing (and winning), win/loss analysis, etc. You shouldn’t be limited to the data the software designer thinks is important. RFPIO lets you create reports the way you want them. If you use reporting suites, we probably integrate with them too.

Advanced Content Management – RFP software solutions provide enterprise-grade content management to ensure content repositories are current and complete.

The benefits of using RFP software

Has this ever happened to you? The moment you begin reading a proposal request, you experience a sense of déjà vu. It’s not your imagination. You have answered most of these questions before…many times before.

Most of a typical RFP includes relatively standard questions. RFP software automates most of the response process, freeing you to consult with SMEs and coordinate the response process.

Optimized workflow

RFPIO optimizes workflow by smoothing out the content creation process, establishing workflow roles, providing selective collaboration, curating and cultivating your content library, and letting you spend more time on presentations instead of herding cats.

With RFPIO software, users can rename and customize fields and intake forms, and customize frameworks and business processes. RFPIO software is a tool that fits with your processes instead of the other way around. In fact, RFPIO integrates with more workflow tools than any other response management platform.

Unified collaboration

The response process can include dozens of stakeholders from multiple departments and time zones. Timely collaboration can be a challenge, but not with RFPIO. RFPIO integrates with most project management and messaging apps, and collaboration is built into RFPIO’s platform.

RFPIO’s collaborative tools allow you to:

  • Consolidate project-specific conversations – Never lose track of comment threads again.
  • Break down knowledge silos – Each stakeholder on a response has a singular goal…winning the bid! RFPIO allows you to share knowledge with stakeholders as needed, and vice versa.
  • Track progress of response completion – See whether the project is running on time and whether each stakeholder is doing their part.

Improved win rates

The average RFP win rate is 45%. Advanced response software uses AI to streamline the response process, which means you have more time to respond to more RFPs and win more bids. Additionally, RFPIO’s Content Library helps improve response quality by suggesting pre-approved answers to most queries, leading to an increased win rate.

Even if your win rate has only nominal gains, you will still produce more revenue because, as with many other things, RFP response is a numbers game. If you have the time to respond to more RFPs, you will have more victories and drive revenue.

“Since implementing RFPIO, we’ve been able to do so much more with the same headcount. We’ve increased efficiency by at least 30-35%. We’ve diverted the effort and time to more value-added activities, creating a win-win both for the organization and the team members”.
–Shashi K, Assistant VP of Content at Genpact

RFPIO’s project management features help expedite response turnaround time, scale response capacity, and facilitate consistent deliverables.

The RFPIO approach

RFPIO is the most advanced RFP solution on the market

“RFPIO is perfect! 10 out of 10, a hundred percent 10 out of 10. RFPIO is a superb product. It is the best platform for RFP management out there.”
–Jack Pierce, Proposal Team Manager, Accruent

Features include:

Proprietary import and export technology

Most RFPs show up in your inbox as Word or Excel docs. Some appear as PDFs, which less advanced RFP response platforms can’t read. RFPIO simplifies the import/export process, even with PDFs, thereby shortening the response time and delivering accurate, timely, and impressive bids. RFPIO’s industry-leading import/export features include:

  • Machine-learning-driven functionality that interprets questionnaires and parses them into components.
  • Specific functionality for the import of several standard questionnaire formats (CAIQ, CORL, ILPA, etc.)
  • Modern, intuitive UX for guiding our machine learning during import.

Adaptive knowledge library

The most time-consuming part of the response process isn’t strategizing. It isn’t even herding those metaphorical cats. Most of an RFP’s questions have probably been answered before, whether for that customer or others—sometimes several others. Answering those redundant questions is where the bulk of response time lies.

RFPIO’s AI-enhanced Content Library expedites the response process by automatically providing pre-approved answers to those tedious questions with just a few keystrokes. RFPIO’s web-based Content Library includes:

  • Auto-suggested answers
  • Auto-assigned content to relevant owners
  • Intelligent, easy search function
  • Cloud-based content storage

Built-in integrations

RFPIO is scalable and seamlessly integrates with over two dozen of the most popular sales enablement tools, productivity apps, CRMs, cloud storage providers, communication platforms, and SSO authentication software products.

  • CRMs – RFPIO integrates with the most popular customer relationship management (CRM) tools, including Salesforce, Hubspot, and several others. Users can start, monitor, and collaborate on projects within the CRM. For example, with the click of a couple of buttons, the RFP goes from Salesforce to RFPIO and puts compliant content at the finger of frontline teams.
  • Communication apps – Distributed workforces have made communication apps such as Slack and Microsoft Teams a modern necessity. RFPIO functions within those apps to keep teams aligned and projects on track.
  • Cloud Storage – RFPIO integrates with Google Drive, Google Cloud, Sharepoint, OneDrive, etc., so all documents can be stored in the cloud.
  • SSO authentication – Users can log into RFPIO through Microsoft ADFS, Microsoft Azure, Okta, or OneLogin.
  • Vendor assessment – RFPIO teams with Whistic to seamlessly import third-party vendor security questionnaires.
  • Browser extensions – Stakeholders can access the company content library directly through Chromium Edge or Google Chrome.
  • Productivity – RFPIO users can search, import, and export using productivity tools such as Google Docs and Microsoft Suite applications.
  • Sales enablement – Two-way RFPIO integrations with Seismic and Highspot allow users to import and export collateral, spreadsheets, diagrams, etc. between apps, and improve collaboration between sales, presales, and executives.

Robust project management tools

RFPIO’s management solution alleviates common challenges in meeting deadlines with better workflow assessment, even with distributed workforces. RFPIO Project management capabilities include:

  • Trend analytics – Using insightful at-a-glance dashboards, built-in analytics allows users to analyze time and resources dedicated to an RFP, and track which questions are answered manually or through the content library.
  • Task management – RFPIO breaks projects into bite-sized pieces and helps project managers assign tasks to those who aren’t buried under other responsibilities, and track progress.
  • Review cycles – Multiple stakeholder RFPs should have multiple stakeholder review processes. RFPIO allows companies to set up review cycles on questions, sections, or the entire RFP.

Deliver better proposals with RFP software

If your team is reluctant to respond to even winnable RFPs because of a lack of time and resources, or if your RFP win rate is less than impressive, it’s worth a few minutes to learn more about RFPIO’s time-saving and bid-winning response management software.

Best new product features for 2022

Best new product features for 2022

Products/Features/Solutions

We all knew that 2021 was going to be a major upgrade to 2020. There was nowhere to go but up. But, wow, it ended up being a huge leap forward for RFPIO and our customers. Here are the 2021 RFPIO new product feature highlights that will make 2022 a banner year for all RFPIO users.

RFPIO® LookUp activated knowledge management

Answer Libraries everywhere came alive when RFPIO® LookUp released in early 2021. The ability to search your Content Library without leaving any of these applications…

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Chromium Edge
  • Google Chrome
  • Microsoft Teams
  • Slack
  • Google Hangouts

…put curated, response-ready knowledge at the fingertips of every RFPIO user with the integration.

“We were able to retire a Business Applications chatbot we built for the field. RFPIO® LookUp is available right from Microsoft Teams and surfaces content from all of our content collections without the maintenance overhead.”
-Vicki Griesinger, Director of Business Strategy, Worldwide Public Sector at Microsoft   

Autograph accelerated response and increased control

Autograph is a new standalone e-signature module, easily accessed from your RFPIO interface. With Autograph, any RFPIO user can upload and sign documents themselves or prepare and send documents for signature to colleagues or external non-RFPIO user contacts.

The RFPIO dashboard allows you to keep track of document status at a glance and maintain a record of signed documents.

Our unlimited user model means that folks elsewhere at your organization can take advantage of this. For example, contract teams and legal teams could acquire signatures on NDAs and other agreements with Autograph.

I highly recommend you give Autograph a spin in 2022 if you didn’t get a chance to try it in 2021!

Step 1: Open the document for signing

New Projects experience improved usability

We snuck this one in just under the wire in December 2021. The New Projects experience provides major upgrades to usability, including:

  • A Recent Projects bar that shows what you’ve been working on most recently.
  • New functionality to sort and filter the projects list.
  • Freedom to customize the columns displayed on the projects list.
  • The ability to customize the number of items on the page and click the left and right arrows to move through the list.
  • The new My Work option allows subject matter experts to only see questions assigned to them and move through questionnaires more quickly.
  • Customization options allow for a Projects table view that makes the most sense for you.

New Projects makes experienced users more productive and helps new users get up to speed faster.

RFPIO University launched, providing expansive online user training

With every product upgrade comes new best practices on how to get the most out of it without compromising your current experience. RFPIO University is our new platform for communicating those best practices so experienced users can easily stay up to date and new users can target what they need to learn first.

RFPIO University offers Content Management and Project Management learning paths where users can build knowledge incrementally through short online video sessions. It also includes microlearning videos for quick tips on features such as answering questions or assigning authors. The training platform is free to all RFPIO users.

RFP360 acquisition brought RFP management full circle

RFPIO closed the loop on the response management lifecycle with its acquisition of RFP360. The move strengthened RFPIO’s position as the leading provider of response management software, while expanding RFPIO’s offering to include a strategic sourcing solution, bringing to market the most efficient and proactive request for proposal (RFP) solution.

For companies that both issue and respond to RFPs, unifying purchasing and response functionality through a single provider offers many efficiencies.

Most popular customer request? Spelling & grammar check!

The most popular product update request from customers was for the ability to check spelling and grammar within RFPIO. I’m happy to say that through the basic and full rich text editor you can now scan for spelling and grammatical errors. Proofreading just got a whole lot easier!

More product update highlights from 2021

Many other updates resulted from your feedback, via the “SUBMIT IDEAS” button in the bottom left of your RFPIO UI. In fact, more than 900 updates came from you! Thank you! This process really emphasizes the value we place on community, and RFPIO wouldn’t be the G2 leader three-years running without our customer support.

Submit Ideas

To learn more about the following 2021 updates, check out my webinar. Some are now application defaults, some can be turned on or off, and some are available for an additional fee. Reach out to your account manager if you have any questions.

  • Guest Response Portal: Simplified user experience for external SMEs who need to respond to a question but don’t have an RFPIO account.
  • Microsoft Word Import/Export Formatting: Table style and list formatting now imports. Checkboxes import and export, too.
  • Content Library Custom Field: Mark as mandatory or optional to quickly categorize and organize content.
  • Content Library Merge Tags: Enhanced to display the value name instead of the name of the tag. For example: [ClientName] would now display the client’s actual name.
  • Rich Text Styles Toolbar: Find and apply styles easier and quicker.
  • Teams as Content Owners and Moderators: Teams can be assigned to content in the Content Library and Content Library with content owner and moderator privileges. There’s an option to indicate if content needs to be reviewed by any team member or all team members.
  • Highspot Integration Update: As an expansion to the Highspot integration, users can now export response packages from RFPIO into Highspot.
  • Export Response Package to Cloud Storage: Responses from a project can now be saved to cloud storage services, allowing you to store the content in folders on Dropbox, Google Drive, or OneDrive.
  • Whistic Integration: If you respond to a lot of security questionnaires…from their Whistic interface an RFPIO user can select the RFPIO Create Project button to create a mirror questionnaire in RFPIO. Then, users can complete the questionnaire in RFPIO (where they can access all the curated content in their Content Library) and when done, sync the completed questionnaire back to Whistic with the click of a button.

To learn more about all of these updates, please visit the Help Center or contact your account manager. Be sure to stop by RFPIO University for on-demand video sessions on implementing best practices around these features, including for importing, exporting, Merge Tags, and much more!

10 ways RFPIO customers can strengthen security

10 ways RFPIO customers can strengthen security

Products/Features/Solutions

$4.35 million. That’s the global average cost of a data breach in 2019, according to Statista.

So it’s no wonder that companies invest heavily in cybersecurity. By 2025, it’s expected that annual global spending on cybersecurity products will exceed $460 billion—and this trend is only expected to continue on its upward trajectory.

If you’re storing company information in RFPIO to streamline your RFP responses, I have good news: RFPIO has state-of-the-art security controls to protect your data. Even so, there are still extra things you can do to further protect your information.

Here are 10 things you can do to further strengthen security in RFPIO:

1. Use SSO: A Sweet Security Option

SSO stands for Single Sign-On, but it is also a super sweet security option. RFPIO uses the most widely accepted industry standard, SAML 2.0.

With SSO, RFPIO users use the credentials they already have to sign in. That means they don’t have to remember (yet another) separate user ID and password—and Admins don’t have to take on the responsibility of managing user credentials.

SSO isn’t just convenient. It’s also more secure. When you use SSO, passwords aren’t stored in the browser and there’s a lower risk of a lost or forgotten password. This prevents security gaps that hackers will exploit to gain unauthorized access to the application.

Additionally, SSO allows Admins to manage user activities in real-time, which gives you the extra visibility you need for a tightly run security program.

2. Automate user management with SCIM

SCIM stands for System for Cross-Domain Identity Management. Luckily, it is not as complicated as the 13-syllable name would have you believe.

In a nutshell, SCIM simplifies user management. If SCIM is enabled, users can be added or deleted automatically. It’s as easy as that.

On the one hand, SCIM makes life much easier for Admins. No more manually adding and deleting user accounts.

But it’s also important from a security perspective. With SCIM, user accounts are automatically deleted as soon as employees leave your organization, which means employees won’t have access to sensitive company information after they’ve left.

SCIM happens through SSO and is supported by OneLogin and Microsoft Azure. If your identity provider supports it, I highly recommend implementing SCIM—both for the added convenience and peace of mind.

3. In lieu of SSO, use 2-factor authentication

If your organization doesn’t use SSO, I would recommend you set up 2-factor authentication as an additional layer of security.

If you’ve ever had a code sent to your email or phone, that’s 2-factor authentication. After a user enters their username and password, 2-factor authentication prompts users to enter a valid key or code.

2-factor authentication prevents an unauthorized person from accessing data. Even if a cyber attacker learns the login credentials, they will not be able to access the code for 2-factor authentication.

RFPIO supports 2-factor authentication through Google Authenticator and Duo Mobile.

4. Control access with User Roles

With User Roles (default) and Custom Roles (customized), you can define what users can see and do, and ensure users only have access to the data that’s relevant to them. This is key for security. When you reduce the number of people with access to sensitive data, you minimize the risk of leaks.

RFPIO’s out-of-the-box user roles include Super Admin, Admin, Manager, Team Member, and Project Requester. With Custom Roles (available as an add-on, or included with enterprise package), you can create your own roles that make sense for your organization For example, Content Owner, Reseller Partner, or Project Contributor, but really it can be whatever you want. The world of custom roles is your oyster.

Read our Help Center article to learn more about specific permission levels for the out-of-the-box user roles (RFPIO customers only).

5. Control visibility with collections

Collections is another, more granular way to control access to sensitive data.

While User Roles controls access to projects and organization settings, Collections controls access to content.

When you assign a piece of content to a collection, you can restrict visibility to that collection, either by a user group level (e.g. the sales team) or on an individual level. You can get as granular as you’d like.

For example, you may choose to have a “security” collection and restrict visibility to just the InfoSec team. Or maybe you want a “financials” collection, and want to restrict access to just the finance team and upper management. Here’s a blog with more detail on using collections to organize your content (or scroll to the bottom to watch the webinar).

6. Get really granular with permissions

If you want to get really in the weeds with visibility, you can set privacy settings at the individual object level (e.g. a Q&A pair). Rather than assigning it to a collection, you can set privacy settings to control who can view or edit a specific piece of content.
If there’s a Q&A pair you really only want upper management to have access to, you can do that.

You can also adjust view and edit permissions. For example, maybe there’s a question about a product feature that you really only want the product team to be able to edit, but still want to give your marketing team access to view.

7. Keep up with your audits

With RFPIO, all activities are tracked and logged at different levels (e.g. project level, content level).

Every so often, I’d recommend pulling the Activity Report, which monitors all user activity within the application—including permission changes, user creation, and user deactivation.

For example, if you notice an individual user’s permissions have been changed to have broader access to data that may not be relevant to their role. In response, you can reach out to the person who made the change for more information—and, if necessary, reverse their permission levels to a level more appropriate to their role.

You can also pull the User Login Activity Report. This log includes information about:

  • Who accessed the account,
  • When it was accessed,
  • Where it was accessed (e.g. IP address), and
  • How they logged in (e.g. SSO, username + password, etc.)

Using the User Login Activity Report, Admins can see if the user logged in at odd hours, like on the weekend or very late at night. This could be an indication of unauthorized access that could lead to a data breach.

8. Set up “session timeout”

Avoid the risk of internal attacks by setting up session timeouts that automatically log you out of the application. This is most relevant for organizations working in an office setting.

Here’s the scenario: The VP of Sales leaves their desk for a meeting. Scooby-Doo walks over to the VP of Sales’ desk and downloads a bunch of sensitive financial information from RFPIO, and uses it to wreak havoc. Classic Scooby move.

To prevent this kind of situation from happening, you should set up “session timeout”. The default timeout is 20 minutes, but you can adjust according to your needs.

9. Bring Your Own Key (BYOK)

Set up an extra layer of security with BYOK. RFPIO already encrypts data with our own mechanism, but if you want that added boost… you should consider BYOK.

Basically, BYOK gives you the ability to provide your own encryption key to protect your data—on top of the encryption that RFPIO already uses. This is an added measure for fighting unauthorized access to data.

If you’re an RFPIO customer, learn more about BYOK in the Help Center.

10. Securely share information via Linked Companies

Share company information with partners (e.g. resellers) in such a way that they can only view and use it—but don’t have edit access. This essentially transforms your RFPIO Content Library into an internal knowledge base that your reseller partners can use to respond to RFPs or answer any other questions that may come up during the sales cycle.

You can set this up using Partner Companies. Learn more about how to set up and use Linked Companies in the Help Center (RFPIO customers only).

4.5 reasons I (a sales pro) love Autograph e-signature

4.5 reasons I (a sales pro) love Autograph e-signature

Products/Features/Solutions

As a sales professional, when I’m closing a deal I don’t want anything getting in the way. The closer I get to a win, the more I get nervous about two things: delays and relying on others. E-signature functionality has been a huge help to minimizing both.

On the delay side, if there’s always been one holdup that makes me question my closing skills more than any other, it’s waiting for a signature. Back in the paper days of yore, it was even worse. Fax machines were already gathering dust by the time I started my sales career in 2007. At that time, we had progressed to a print-fill out-scan-email process that was annoying enough for me, especially for complex contracts that required multiple signatures and initials. Inevitably, a client would miss an initial blank or two and I’d have to chase them down for it. Then I’d have to merge multiple documents to make a complete, legally binding signed contract.

I once had a client on a $150K deal sign one page of a contract but forget to sign another. While waiting for that second signature, other stakeholders entered the picture, held up the deal, and eventually it died…all because I didn’t have e-signature capability.

On the relying-on-others side, this isn’t a selfish play. On the contrary, I depend on my pre-sales, marketing, operations, product development, and customer support teams to help me do my job every day. This play is about streamlining the approval process: I seek to remove as many barriers as possible to simplify what prospects need to do to sign off on a contract. The less I have to rely on them to print, scan, and email, the faster I can get my signatures.

When e-signature hit the scene a few years ago, it was a game changer. Adoption was slow at first, but it’s picked up big time over the last year. The pandemic has helped, in a sense, because the accelerated digital transformation everywhere has increased usage and familiarity with e-signature functionality.

Now that RFPIO has integrated e-signature capabilities across the user experience for all customers, I’ve fallen in love with it all over again. Known as Autograph, there are 4.5 reasons why, as an account executive sales professional, it’s changing the way I work, for the better.

#1 I move faster

Yeah. I know. I was just complaining about delays. Well, I can be the cause of those delays, too. Even prior to Autograph, I wasted cycles toggling back and forth between my e-signature app and whatever I was using to build proposals and contracts (usually either PowerPoint, Word, or PDF).

With Autograph e-signature, I now have capabilities embedded in the same system I’m using to create proposals and contracts, which means no more toggling. From RFPIO I can create the document, add signature requests, send it out, and save the signed version all in the same application. From the moment I have verbal assent on a deal, I can spin up a proposal or contract in a matter of minutes.

The big bonus with it being in RFPIO is that everyone in the organization can have access at no extra costs.* And I’m not just saying that because I happen to work for the app creator. RFPIO’s unlimited user licenses means everyone can have access, and it’s now included as a standard feature.* In addition to not needing to toggle to and fro with your e-signature app, you don’t have to pay for it, either.

#2 I’m more efficient

It’s about more than just working fast. It’s also about having more control over the whole sales lifecycle. Like any other sales professional, I have a quota or goal that I aim to achieve every month, quarter, and year. Autograph enhances the control I was already gaining with RFPIOs other features. Now I can add e-signature to my ability to manage documents, create content, access answers in near real time, and collaborate with my teammates in sales enablement and proposal development.

One of the greatest efficiencies is with contracts that need signatures from multiple parties. With Autograph, I can set a signing order, include personalized private messages to each signer, set a deadline, and prompt reminder emails. Signers will be invited via email to review the document and add their signatures and initials.

#3 I have more visibility

No deal exists in a vacuum. Quota calls, and I need to keep an active pipeline. There’s a fine line between managing multiple deals and spreading yourself too thin. At any one time, I may have two or three contracts out for signatures. The most important deal is always the one I’m currently working, so it was frustrating and distracting to have to keep tabs on contracts that were awaiting signatures on other deals.

Autograph has a dashboard that helps me track all my contracts, including timestamps, what’s been signed, who still needs to respond to the signing order, and all other actions taken with the document. The dashboard is my window into an organized record of all my signed documents, all of which are also stored in RFPIO and only accessible by me. There is no limit to how many documents I save, and no one else can see the documents without my permission.

#4 I minimize my tech stack

Don’t get me wrong. I love my technology. The fact that I can do what I do from almost anywhere still sometimes astonishes me. But like the inevitable course of a TikTok challenge going too far, there can be too much of a good thing.

I’m of the school of productivity through simplicity and taking the straight line from point A to point B. In the face of Nancy Nardin’s overwhelming 2021 SalesTech Vendor Landscape, I’m seeking to consolidate for more efficiency, automation, and of course, ROI. RFPIO has my back: First, by introducing Autograph on top of another new product this year, RFPIO® LookUp; second, by integrating with other applications I already have in my sales stack. From Salesforce to Microsoft Teams to Google Chrome, I have my sales tech stack dialed in for optimal productivity.

#4.5 Get more colleagues involved

This is only 4.5 because, while the byproduct is still something I love, it also comes with the luxury of working for the company that built Autograph: We all use it already. For you, the benefit is that Autograph exposes RFPIO to other users in your organization who may not have experienced it yet. If you’ve been trying to get any engineers or finance team members—maybe even other sales teams—in your organization to start using RFPIO because it’ll make your life easier, then Autograph is the perfect lure.

I’m one of many who love it

Beyond the sales benefits, I’m hearing a lot of love for Autograph from customers on proposal, human resources, and operations teams. Proposal managers are turning around proposal components such as cover letters, legal documents, NDAs, and disclosures faster than ever. HR is incorporating Autograph into onboarding to make the process easier for administrators and new hires. Operational subject matter experts are realizing efficiencies in utilizing Autograph for vendor/supplier agreement contract management.

Autograph is a no-brainer. Free and ready to go if you’re a current RFPIO customer.* Why not try it? Log in. Navigate to Autograph on the left. Upload a doc. Set a signing order. Send it externally or internally. NEXT!

Request a demo and ask to see how Autograph works, or check out a cool GIF demo of Autograph in action. If you’re already an RFPIO customer, view our Help Center article for detailed instructions on using Autograph.

*The inclusion of the free Autograph tool depends on your RFPIO package. If you currently don’t have Autograph, but want it, please reach out to your Account Manager.

Improve user adoption in 7 steps

Improve user adoption in 7 steps

Products/Features/Solutions

Give a person a fish, they’ll eat for a day. Teach a person to fish, and they’ll eat for a lifetime. Surprise all the end users of your new software purchase with a fishing trip and they’ll wonder, “Do I have to do this, and how do I get off this boat?”

As a proposal manager with a shiny new RFPIO lure guaranteed to attract every big fish you can reach with a cast, sometimes it feels like you’re stranded on dry land with a map to the fishing hole but no way to get there.

Introducing new software into your sales enablement tech stack and workflow is no joke. Change management is a sophisticated discipline that examines the processes behind organizational transformation. It’s way too deep a rabbit hole to fall into here, other than to say that 99 out of 100 proposal managers I work with during RFPIO onboarding don’t have any specific experience in change management or software deployment. Which can make the prospect of convincing end users that their jobs and lives will improve with RFPIO somewhat daunting.

As soon as I get my chance to work with the person or team in charge of deploying RFPIO — whether it’s a proposal manager, sales manager, or IT specialist — I recommend inhabiting the following mindset: “How do I set myself up for success?” Now we have a bite-sized challenge we can overcome, rather than an amorphous source of anxiety such as “change management.”

My response to the question, “How do I set myself up for success?” is “Follow 7 steps to improve user adoption.” Let’s roll through them.

#1: Get executive buy-in

Trying to implement any change without executive buy-in is akin to growing a garden without any seeds. The need and desire may be there, but you just don’t have anything to get started. So take that need and desire and use it to build a business case for adding RFPIO to your sales technology stack.

This all has to happen before deployment even appears on the horizon. Gaining and maintaining buy-in from managers and executive sponsors will be critical to making end users more receptive to your excitement and the possible benefits. According to Steve Silver at Forrester, a leading global research and advisory firm, “Every business case must have an executive to champion the investment.”

To build the business case, Silver advises to call out timing of adding RFPIO (i.e., answer, “Why now?”), identify risks and dependencies (key to which he includes this nugget, “Tie the consequences of not using the technology to failure to meet specific goals that a sales organization has committed to attaining”), and clarify budget allocation and source of funding.

After you secure executive buy-in for the purchase, you’ll need to keep them engaged with monthly or quarterly status updates on implementation and RFPIO benefits. It’s important to obtain and maintain their endorsement so that they continue to encourage their teams to use RFPIO.

Here’s an email template of what one of the initial updates might look like.

SUBJECT: RFPIO has already accelerated response time by 40%

Hi [EXECUTIVE NAME],

We’re off and running with RFPIO, and I wanted to give you a quick update on how it’s going:

    • [X#] of end users are now using RFPIO
    • We have used it to respond to [X#] of RFPs this month
    • Compared to the same month last year, we responded 40% faster to RFPs
    • Of the RFPs submitted this month, we know we won [X#] at a valuation of [$X]

End users are picking it up quickly: “It takes about 10-30 minutes to train the client-facing teams on how to search for information in RFPIO.”

As we continue to add content to the Content Library, we expect to see an even greater leap in proposal quality, greater usage of Auto Respond functionality, and more efficient workflows.

I’ll send another update next month, but feel free to reach out if you have any questions!

Thanks,
[YOUR NAME]

#2: Make sure you have bandwidth

Before you kick off your RFPIO implementation, make sure you have an accurate expectation of the amount of time you’ll need to dedicate to the project. It will require some extra bandwidth. On average, expect to spend about five hours per week for the first three to six months.

Some RFPIO admins prefer to assign their regular duties to another team member so they can “cram” on RFPIO. They’ll spend 15-25 hours per week to focus solely on the rollout and learn RFPIO as quickly as possible. Then they’re able to pare back to a few hours a week. You’ll need to determine which method works best for your team and goals.

As far as what you’ll be doing with that time, here’s an overview of what to expect:

  • Deployment processes: From generating excitement to coordinating with IT, and from amassing content to scheduling training, you need to balance your daily workflow and responsibilities with what’s expected of you during deployment. This will be a short-term issue. While we’ll be there to lend you support, you need to make sure your bandwidth can handle being the point person on this project.
  • Ongoing “office hours”: End users will have questions, especially at the outset. And every time there’s a new hire in sales or pre-sales or proposals or customer support you’ll need to make sure they’re trained and able to thrive in RFPIO. Plus, you’ll want to encourage feedback, negative and positive, to adapt your usage, increase functionality, or add integrations in the future.
  • Driving response management processes: Any tool is only as good as the processes behind using it. Even a hammer has to be swung accurately to hit the head of a nail. A huge benefit to AI-enabled tools like RFPIO is that it will be able to automate most of your existing manual processes. You will still need to work behind the scenes to execute schedules, push collaboration buttons, and drive deadline management. In other words, the robot can swing the hammer as long as you put the hammer in its robotic appendage.
  • Auditing content: Do a full content audit to make sure you are starting off with a cohesive, succinct Content Library. Watch this webinar to learn more about completing a content audit in RFPIO, or follow these four steps to set your Content Library up for success:

#3: Admin team, assemble!

Make sure to recruit admin team members from each department that needs to be involved, and has the bandwidth to help with implementation, rollout, and RFPIO day-to-day operations. Sometimes admin teams are made up of only one or two people, and that’s okay, too. Whatever the makeup, they will in turn be responsible for evangelizing RFPIO, reinforcing the value message from executive sponsorship, and liaising with you to provide team-specific training for end users in their department.

For larger, global organizations, the admin team will also be responsible for figuring out a rollout plan. They’ll determine which departments get onboarded first, taking into consideration metrics such as proposal volume, knowledge sprawl or content silos, and collaboration challenges. They’ll also develop a repeatable onboarding process that can be turnkey for new hires or other new end users.

This team will continue to exist beyond the initial deployment of RFPIO. Their meeting cadence will likely be weekly at first, but that cadence will slow down to monthly as you meet a critical mass of end users.

The admin team will also create and monitor milestones that mark success and check in regularly with leadership to report on the milestones. It will be responsible for communicating RFPIO’s value to leadership and end users, promoting transparency for feedback and user expectations, and overseeing the strategy for #4…

#4: Generate excitement through an “awareness campaign”

Start generating excitement, even if you’re still finalizing the purchase. Involving your power users during the early stages of launch will increase the likelihood that they’ll use new software by 55%.

You can do this by setting up an internal email campaign. In addition to informing end users what’s coming, this will also get the organization used to hearing from you about RFPIO training and product updates. Ultimately, you want to provide clear concise answers to the following questions that are common to end users:

  1. Why do we have RFPIO? (e.g., “To automate manual response processes, streamline content management and access, and create higher quality proposals.”)
  2. Why is RFPIO exciting for me? (e.g., for a sales end-user, “Locate answers to prospect questions in near real-time based on updated content that’s searchable from the application you’re already working in.”)
  3. How will it help me do my job better? (e.g., for pre-sales end-user, “Spend more time creating innovative solutions instead of answering the same questions over and over.”)
  4. When will I be trained on RFPIO? (e.g., “Go-live for RFPIO is XX/XX/20XX. Your department is scheduled to be trained the week prior to that go-live date.”

One of the first couple of emails should come from the executive sponsor (some proposal managers like to send a short teaser about an impending big announcement about changing the game for sales enablement). It will validate the addition of RFPIO to your sales tech stack while communicating a high-level value proposition of improvements in productivity, efficiency, and outcomes. It will also set the expectation of cooperation and collaboration among end users to plow the road for your deployment.

Make each email short and informative. Respect your readers’ time. Include links for more information for end users who choose to learn more. Set up the next step in the process. Here’s an example of an announcement email to get you started.

SUBJECT: Announcement: Help with sales response and content is on the way!

Hi everyone,
I’m excited to announce that we are adding RFPIO — one of the best AI-powered sales enablement solutions available today — to your toolbox in the next few weeks. RFPIO will save us a bunch of time, allow us to focus on improving response and proposal quality, unify all sales content, and improve how we collaborate.

You’ll receive more information about RFPIO from me or your manager as we finalize the rollout plan. I’ll also schedule you for a quick training so you can hit the ground running (no worries, RFPIO is super intuitive and will integrate with other apps you’re already using!).

Meanwhile, learn more about how RFPIO will make life easier and more productive:

Let me know if you have any questions. You’ll be hearing from me again soon!

Thanks,
[YOUR NAME]

#5: Train yourself

You’re the tip of the spear on this project. No matter how much help you have from your admin team, executive sponsor, IT, or evangelized end-user base, you’re going to be the person handling initial questions. Even when you tell everyone that they’re free to create a help ticket of their own with RFPIO, they’re going to ask you first.

Best to be prepared.

During onboarding, we’ll take you through extensive training until you feel comfortable with the tool. We’ll also be available when something arises that stumps you. But you can also refer to the following for help, too:

  • RFPIO Help Center (RFPIO customers only): Access an RFPIO self-guided tour and New User Training Checklist as well as expert insight into importing your first documents, organizing your Content Library, and more.
  • New User Training Checklist: Follow this checklist to get the most out of your RFPIO experience. Each step includes links to Help Center articles to set you up for success.
  • RFPIO University (RFPIO customers only): Watch video training modules on project management, content management, and other powerful capabilities such as user management and Auto Respond.
  • Customer webinars: Sign up for the next live webinar or dig into the on-demand archive of recent webinars for further instruction, product updates, and response management best practices.

#6: Schedule training by role

RFPIO is an intuitive tool. Even so, we have your back when it comes to user adoption. Institutionally, we have prioritized it. You’ll recognize our efforts in user experience upgrades, the new learning management system (LMS) RFPIO University mentioned above, and certification events designed to help you train end users.

Learning how to use RFPIO is relatively simple. Eric Fink, Dynamics & Business Applications Specialist at Microsoft, said, “The first time I logged into RFPIO, it took me about 10 minutes to get comfortable with the platform. After that, I quickly found responses to all of my open questions — seeing 100% value from the very beginning.”

Sales users are savvy. They can pick it up in an hour-long training. You should follow up with shorter, recurring training sessions to make sure they’re really using it, understand its benefits, and feel comfortable asking for help, if necessary. Respect end users’ time by training them only on what they need to know.

Again, manager buy-in is crucial here. Work closely with sales managers to make sure they fully comprehend the opportunity offered by RFPIO. They will help you overcome any pushback from sales end users, who may hesitate at the request to disrupt their workflow for a training, no matter how short and helpful it may be. They will also help ensure their team is using the tool consistently.

#7: Monitor, collect feedback, adapt

The push for greater user adoption is never complete, but it can most certainly be less painful and onerous. The good news is that user-adoption pushback fades as win rates increase.

After the rush of your initial rollout, you’ll be re-investing some of the time you used to waste on all the manual tasks of building proposals and chasing down content and subject matter experts into RFPIO administration. Beyond driving your underlying processes of project, content, and user management, you’ll also be communicating regularly with your admin team and executive sponsor.

RFPIO makes it easy to report on usage because every action is captured within the tool and spun into insight for your desired output. However, you’ll want to gather anecdotal input as well. Speaking to end users and their managers about what’s working and what’s still a struggle with regard to RFPIO or your response management strategy will help you adapt to future needs.

Depending on the size of your organization, you can expect to see value from using RFPIO 90 days to six months after implementation. You may see value in as few as 35 days if you push it, but be wary of setting unrealistic expectations that can circle back around to sabotage the overall adoption.

Want to hear from someone other than RFPIO? See how Hyland Software managed user adoption: “By making sure RFPIO is something everyone can use… everyone is using it. User adoption has been outstanding.”

See how it feels to respond with confidence

Why do 250,000+ users streamline their response process with RFPIO? Schedule a demo to find out.