Overall Satisfaction
It was used to track RFP content and manage RFP compilation.
- Easy to use
- Easy to manage content pieces/ blocks
- Easy collaboration
- Integration with Salesforce
- Dynamically reading different text type when uploading pieces of content and standardizing them in the UI
- Make it easier for version management on content pieces
- Ease of use and quick compilation of RFP's out the door - Positive
- Licensing needs for contributors/ content watchers (tiered license model) - Negative
- One place for all content pieces
The choice was made at corporate and pushed to the divisions
Product Usage
9 - RFP/ Technical contributors
Unknown. I left the organization. However, when I was 0
- RFP content management
- RFP compilation
- RFP collaboration
- Streamline content blocks
- Brand RFP's
- N/A
- Unknown - I am no longer with the company
- If the integration was stronger with Salesforce - pulling the influencing contacts directly into the proposal would be helpful
- Unknown
Evaluation and Selection
Not Sure
- Product Features
The company needed to solve RFP scale issues
I would have liked to be part of it.
Implementation
Not sure - Training is a must for new users
Support
Pros | Cons |
---|---|
Quick Resolution Support cares about my success | Slow Initial Response |
During the roll out to our division. I was the power user and I transitioned it to someone else - they provided training to the new hire
Usability
Pros | Cons |
---|---|
Like to use Feel confident using | Unnecessarily complex |
- compilation of the finished RFP
- uploading content pieces
- editing finished product
- formatting/ template in word
- Formatting text content prior to upload
- Integration with Salesforce