Loopio vs. Responsive vs. Unanet CRM by Cosential

I use Loopio specifically for RFP's mostly. I think it is a great and adequate tool for this and much of what I think that needs to improve are not large needle movers for me since the software as a whole is fantastic. It is very easy to upload an RFP into Loopio and begin answering those questions or pulling from previously answered questions. I also will use Loopio for large client proposals and I often use the "search functionality within Loopio to see if I can find answers to clients questions. I like that I can also pull images from Loopio as well and often use those visualizations in my proposals.

Incentivized

1. RFPIO is perfect for searching for specific information when you are responding to an RFP. Search engine is powerful. We narrow our search using several customized filters and know we are getting a thorough search. 2. Excel responses work very well in RFPIO. 3. Typical RFPs that are formatted in Word are challenging to run via RFPIO. We struggle with this. 4. We have yet to master the template.

Incentivized

Great for medium and large construction companies that have a specific salesforce.

Incentivized

• Ease of use - a few minutes' tutorial is enough for a newcomer to start using the tool.
• Handy options - i.e. support in searching for the right answer
• Often meaningful & useful releases

• Live collaboration - the ability for multiple experts to simultaneously work on the same RFP.
• Artificial intelligence - the ability for the product to continually learn what the best answers are and serve them up to our teams.
• Dynamic branding - the ability for custom brand different templates by vertical, line of business, local branding, etc. with seamless transition.
• Content review & moderation - the ability for our national content team to bulk review, edit and share content with our teams in a methodical way.

Incentivized

• Inputting of companies and leads who may become prospects.
• Creating specific opportunities for construction projects.
• Tracking opportunities through the entire sales cycle.
• Inputting detailed notes and activity by the Sales team.

Incentivized

• Adding new answers to the library was easier and better with the "close the loop" functionality. Now, it seems like it is easier to miss questions to add to the library.

Incentivized

• Reporting and Analytics is basic, you can purchase advanced analytics though
• It would have been nice to have a set structure in mind or a example/case study to structure our responses in the most appropriate way, but we are working through that with their stellar support team
• Really great new features, but expensive

Incentivized

• The open software is somewhat difficult to master as an administrator.
• Report writing could be more intuitive.
• The company seems to cater to larger users.

Incentivized

This tool has been fantastic as we have revamped our RFP process. We are much faster and far more efficient.Our win rate is up, but I am not 100% sure this is the cause, but I love to see it. The customer support and training are also fantastic. Thumbs up!

Incentivized

Usability is good but falls short of excellent. The interface is clean and well organized. They clearly spent some time working on the UI and took some feedback from focus groups to help keep it tidy. On a few occasions, we have experienced a little bit of lag while updating the question database. I'd like to see just a little faster response time on a consistent basis.

Incentivized

Very easy to navigate and use. Very intuitive user interface

Incentivized

Cosential is very intuitive for the AEC industry and has the ability to be customized for your specific needs. The reports are especially helpful, with good visual dashboards.

Incentivized

They're very supportive and reply in a timely manner. Whenever I contacted the support I received a helpful reply that actually solved my issue. Quite often when my team suggested an improvement that would simplify and speed up our work it happened not long after which is perfect for us.

The team at RFPIO is extremely responsive. If I email our account manager or report a bug, I usually hear back within two hours. Additionally, they are quick to make software adjustments based on customer requests and needs. We had a really complicated Excel sheet that their team ended up having to upload for me because of the amount of manual work I was doing. Based on that, they updated the software within two release cycles to make the process more automated, so that future Excel uploads would be more streamlined. I have also had several suggestions implemented rather quickly, and they don't hesitate to reach out for clarification when needed.

My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.

Incentivized

We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.

• User friendly--very simple
• Reviews of libraries can be assigned
• Non-named user licenses can be used by various people
• Close Loop--changes can be added to library with just a few clicks
• View text in library and can copy content
• Reporting on reviews and usage and projects
• Help center and assigned representative
• Library duplicates functionality

Incentivized

I was not involved in the process of selecting RFP360 for our firm, so I am largely unfamiliar with competitors. I am, however, quite pleased with RFP360 as a user, and am confident that my colleagues who were responsible for making the decision were thorough and discerning.

Incentivized

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.

Incentivized

• I have saved hundreds of hours working in Loopio instead of answering RFP's on my own. This has allowed me to spend other hours elsewhere. Having an RFP management tool has been an incredible timesaver
• The creation and management of questions has also saved me hours of time in searching out tough questions to answer and has also saved my colleagues time as well since we don't need to collaborate to find answers.
• Have had some issues with downloading the proposal in a readable format for clients to view. I've sometimes had to go back and figure out what went wrong when exporting which can be frustrating- especially when dealing with very tight deadlines.

Incentivized

• Library Health Dashboard is helpful in reducing time to clean up content but could use additional improvement by showing more granular data instead of a global assessment like good, poor, moderate.
• ROI is reduced for us because of additional cost for using AI
• Overall, Responsive has significantly improved our proposal process.

Incentivized

• Allowed for common tracking by business developers in different regions.
• Helped us quantify effort.
• Provides great reports for management.

Incentivized