Responsive

Formerly RFPIO

Import/Export Feature: Users have found the import and export functionality to be invaluable, saving them a significant amount of time and enabling easy exporting of pre-formatted content. The flexibility of exporting into native formats or customized templates for Word, Excel, and PDF has been highly appreciated.

Auto-Response Feature: The auto-response capability has received high praise from users as it greatly reduces the manual effort required to respond to questionnaires. Reviewers mentioned that the system can automatically generate responses based on past answers, becoming smarter over time and handling a substantial percentage of the responses.

Keyword Field Mapping Functionality: Reviewers have highlighted the value of the keyword field mapping feature. It allows users to seamlessly map fields into their desired export template and responses, resulting in customized responses without additional effort. This functionality has proven particularly useful for mapping salesperson information, client names, and client nicknames.

Duplicate Records Creation: Some users have found that the Answer library in RFPIO can create duplicate records for each Q&A, resulting in unnecessary administrative work to merge duplicates. This issue adds extra burden and time-consuming tasks for the users.

Limited Salesforce Integrations: A number of reviewers have expressed frustration with the lack of Salesforce integrations available for users who are not on SF Enterprise. The absence of these integrations restricts their ability to fully leverage RFPIO's capabilities and integrate seamlessly with their existing Salesforce workflows.

Absence of Custom Roles Settings: Reviewers have mentioned the absence of custom roles settings in RFPIO as a drawback. Being able to define and customize user roles would provide significant value by allowing teams to limit access based on different user roles, enhancing security and control within the software.

Users recommend the following for RFPIO:

1. Assign dedicated admins and provide thorough training: It is suggested that one or two employees be designated as administrators to efficiently manage RFPIO and train others. Users recommend conducting research and discussing specific needs with RFPIO before transitioning to the platform. Thorough planning and comprehensive training for all team members are advised.

2. Gather content from subject matter experts (SMEs) and utilize RFPIO for total content management: Prior to onboarding, it is highly recommended to conduct interviews with SMEs to gather relevant content for RFPIO. Users find RFPIO valuable for managing all types of content, including proposals and questionnaires. They mention that it promotes document organization, team coordination, and efficient collaboration.

3. Carefully plan implementation and involve all stakeholders: Users emphasize the importance of careful planning during the implementation process. They suggest involving key stakeholders from the beginning and arranging a WebEx demonstration to experience how user-friendly RFPIO is. When searching for a proposal management tool, users also recommend evaluating RFPIO alongside other options.

In summary, users advise trying out RFPIO due to its time-saving capabilities, ease of use, and superior features compared to alternative tools. They suggest obtaining executive buy-in, empowering system administrators, and educating collaborators on maximizing the benefits of using RFPIO. It is also highlighted that migrating strong content to RFPIO and gaining buy-in from company leadership are important steps.

Users appreciate the responsive support team, excellent search algorithm, ease of document storage, and repository for responses provided by RFPIO. They encourage obtaining proper training for formatting needs within RFPIO, organizing content in advance, and cleaning up historical data before uploading it to the platform.