RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries. The platform of solutions helps companies create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral.
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Salesloft
Score7.5 out of 10
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Salesloft’s Revenue Orchestration Platform uses AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal.
Do you need consistency of messaging across multiple countries/products/divisions/languages? Do you want to be able to tailor content access per team/division/country? Do you want to be able to report on/track use by user, document, searches, compliance, etc.? If so, PMAPS is the most versatile proposal management tool I've come across so far.
I find it to be the best resource for scheduling calls with clients. Specifically when the call includes multiple people using Salesloft, it's so simple and easy to use to send open times to client and then to be able to send active links to the client where with one click the calendar invite shows up on my calendar? it's the best most efficient tool I have in my toolbelt at the moment. When it comes to logging, it's also simple but I wish I could add a contact to SL from the Microsoft integration.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Searching for boilerplate material--PMAPS allows you to search by keywords, as well as filter by categories (e.g., implementation, training, company information, etc.) I set up all the categories, subcategories, audience types, etc. We used to spend a significant amount of time searching for previously written information, but now we can find it within seconds. I only use it to search for information stored within PMAPS, but you can also set it up to point at other places to search for information as well.
Manage proposals--PMAPS has a dashboard that lists all of the proposals I'm working on as well as key information that I want to have available for each of them. You can decide what information you want to show on your dashboard (I use mine to show due date, production date, review date, salesperson for proposal, etc.) It is very convenient to have all of that information available at a glance. PMAPS also has a built-in calendar that will show you key dates for all of your proposals.
Generate custom documents--PMAPS allows you to set up templates that you can use to generate documents. You can set up forms that allow yourself or other users to specify what information should be included in that document, and then PMAPS will generate the document based on how users respond to the questions (e.g., what references to include, what products to list, etc.).
Word Replacement--PMAPS allows you to set up codes that will automatically be replaced with the correct term when you generate the proposal. For example, in our boilerplate information, any place where I would want the final proposal to say the prospect's name, I use the code <>. Those codes are automatically replaced with the prospect's name for that proposal when either I generate a document or when I simply select the icon that searches for and replaces codes.
Easily edit boilerplate documents--PMAPS allows you to easily edit boilerplate information. You can select a document one at a time, or you can select a whole bunch of documents at once (simply by doing a search and/or filter to limit the results to the documents you want to edit) and download them onto your computer, edit, and then re-upload.
Store material--PMAPS allows you to store Word, Excel, PowerPoint, and PDF documents.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There are times when I'm having a problem and I call the general line and have to leave a message and then wait for someone to call me back. I'd like to be able to speak with a live person every time.
I'd like to see the program handle Excel documents with the ease that it handles a Word document.
Would be nice to have custom reporting available. Coming from Salesforce, the included canned reports are useful but I like to roll my sleeves up and build exactly what I want.
Conversations will record meetings booked via MSTeams but requires the BDR/SDR to hit record. Other solutions (e.g. Chorus.ai) join as a participant and don't require a user hitting the "record" button. We have to change our flow to make this work and it is a bit clunky.
I have been a PMAPS user for over 5 years. I started on their client/server version and renewed/upgraded this past year to their cloud version, WebPro. When you have a good product that delivers all the bells and whistles you need, there is no need to go searching anywhere else. We have a great partnership with the PMAPS staff and find them very resourceful and appreciative of our business
SalesLoft is absolutely VITAL to our daily operations. We could not function without it or a program like it. Speaking as a Sales Person who has had to operate without a product like this, the difference is night and day. The ability to stay organized, automate tasks, easily log activities and notes, review calls, and coach team members is an absolute gamechanger.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Drift was extremely easy for both our demand gen team and SDR to jump right into. It was feature rich and purpose-built for marketers—it was remarkably easy to connect our marketing automation, CRM, and more to the platform and get everything to work together. Now the ability to create digital experiences and conversation landing pages is democratized—empowering our team to do better work and provide better prospect/customer experience.
The availability is pretty good, we do sometimes have errors or delays in syncing activities but nothing that has been too detrimental to our workflow. Most recently we had an issue with Lofting through Outlook due to a change in security token that took a few weeks to resolve but it is fixed now.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Yes timely and easy to use. The only delays we have are when we run our big month sales blitz and activities take some time to sync to the reporting as well as SalesForce
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support team was very responsive but at the end of the day they took a long time to fix our issue. The issue did get fixed, though, so that is what matters. Very nice people who are there to help in any way they can.
We had some virtual training with our CSM which was very well constructed. It took some time to get into the full swing of things but with a few weeks of hands on experience I was feeling confidant. The SL team was always available to answer questions or jump an a call to walk us through stuff. I also used the Customer Help Center for a few self guided learnings on how to use specific features related to reporting and team management.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I did the vendor analysis and narrowed my selection to Qvidian (which I had used before) and PMAPS (which I had not). I've never regretted my choice. In ease of use alone, PMAPS wins hands down. We're able to use PMAPS when collecting intelligence from our Subject Matter Experts in ways that weren't possible with other tools.
Salesloft blows outreach out of the water in all aspects. One of the biggest issues I had was their unwillingness to listen to customer feedback. I had requested several small changes to be made when I had previously used the platform that unfortunately fell onto deff ears. I am much happier using Salesloft and the positive results I've experienced are a direct result of that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I don't have any actual ROI numbers readily available but I will say that compared to our last solution (a home-grown document repository), PMAPS has made every aspect of our business more efficient.
One of our primary goals in procuring a vendor to provide a better solution was our increased need to become more consistent in our messaging, more relevant as things change, and more efficient in getting our user's the answers they need quicker. We accomplished all three.
I have been with a company that was using Salesloft, but moved to a competitor. I can't say it was exactly the competitors fault, as a lot of other internal changes were happening, (hence leaving the system that was working well), but we had the worst sales year in company history that year. Reps who consistently performed at or above quota were suddenly struggling to keep their pipelines in order, and the middle of the pack reps were going on PiPs and being let go.
Is it the dialer, or the leadership? You decide.
But the leadership also changed the dialer - so maybe it's both?
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
