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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Sendoso
Score8.2 out of 10
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Sendoso is a gift sending platform designed to support B2B sales and ABM, and provide a sales accelerant.
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've used all the sending platforms (Sendoso, Reachdesk, Loop & Tie, Alyce, and Surgar Wish). I've had the most success with Alyce. We're a global SaaS platform with presence in NAM, EMEA and APAC. We're valued at $2B and drive around $2.5M in sales. As a demand gen team we have about ~$12M in program spend, so I'd say the tool is suitable for a scaling mid-market/enterprise brand that's focused on ROI, efficiency and scaling. I'm not sure who Alyce is not suitable for to be honest, I can only speak from my experience using it in my current role. I imagine it's not suitable for a company whose tech stack cannot integrate with Alyce.
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.
The Custom Brand Shop has been a real game-changer.
Easy to place curation requests and quick responses.
The ability to send items through Amazon but also include inventoried items is great for higher value gift bundles and lets you avoid having to source items that you may not be 100% sure about the quantity needed.
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.
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 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
We're very sticky with Sendoso and would prefer to not train the entire sales org on a new platform! That and we've already sent up a plethora of gifts the team can send out (eGifts, physical branded items, treats, plants, etc.).
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 log in to the Sendoso website each time to use it, I'm not sure if there's an easier way. There may actually be a chrome extension that I'm just not using for whatever reason. I bet there is. But the website works well enough. Doesn't blow my mind, but it's all I need
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
Sendoso occasionally has downtime, but it's usually isolated to a single feature and doesn't effect the entire platform. They are responsive when it comes to intaking these outages and are quick to work to resolve them
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
Their platform doesn't take a long time to load, and it typically isn't too buggy once a new feature has been out for a while. Reports are pretty quick to generate and are emailed to the user on file for use typically within ten minutes or so. I have not noticed Sendoso slowing down any of the software it integrates with at all
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
They listened to the problem with delivery times but did not present a reasonable solution. Again, the shipping costs consumed too much budget. On one bulk send their support team agreed to take over a project for a few of the reps which is encouraging to see.
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
Our in person trainings were on zoom, but they are not recordings which is why I listed them as in person. You get a live person to walk you through integrations, how to use the platform, sendings best practices, setting up other users, etc. The customer success team will help you training staff users too. Ours even ran a contest for them to encourage them to send to prospects and they provided the prize!
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
These were CSM and Onboarding team zoom meetings where they hand-hold you, which is nice especially compared to other company onboardings. After that they have Zen desk articles and regular check-ins where you can get the training you need. I also am on a slack channel with Sendoso staff where I can ask additional questions or look for best practices.
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
Get Sales and Marketing both involved in the implementation so you can strategize on how you'd want to use it across your organization. This will help your CSM roll it out the way you want instead of trying to piecemeal it after you've finished the onboarding process. Also I would recommend using a mix of Sendoso Direct, Inventory and eGift sends. Relying all on one or the other will not serve you well
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.
Local vendors, including print & mail houses, are the only thing I can compare to Sendoso for similar services. Local vendors are good for ordering a bunch of swag to have at the office or [giving] away at conferences but if you are looking to send items to clients/prospects on-demand then a tool like Sendoso is a must.
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. TR verified that a representative sample of customers was invited. More Info
Sendoso has really improved here. Along with helping you train your staff, you can now clone gift touches, sync them with salesforce from the platform directly, and send out address confirmations using your own or their email sending platform - they also just released an option for you to white-label your own domain. helping you save time and get a lot off the ground quickly
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.
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. TR verified that a representative sample of customers was invited. More Info
