RFP365

(5)
4.4 out of 5 stars

Whether you're an RFP Issuer (Procurer) or a Responder (Vendor), RFP365 will help you manage the process so you can focus on what matters: content.

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RFP365 review by <span>Jon O.</span>
Jon O.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Great tool - significantly streamlines the RFP Response process

What do you like best?

RFP 365 saves us a ton of administrative time, and creates accountability throughout the entire process. And on top of that, the KnowledgeBase makes it very easy for contributors to view and use previous answers to questions as they respond to each new RFP project.

What do you dislike?

It doesn't integrate with Salesforce at all, which probably accounts for the lack of 100% adoption. But the features of the system and the benefits we achieve far outweigh the shortcomings of not having it tied to Salesforce opportunities. And I think it kept the overall costs down too - which made it easy to get this system approved and implemented.

Recommendations to others considering the product

Great tool - does everything but integrate with Salesforce.com, which is probably why it is less expensive than other systems.

What business problems are you solving with the product? What benefits have you realized?

The biggest problem we were trying to solve, was having multiple subject matter experts contributing to an RFP response at the same time, and the administrative hassle of combining their responses into one concise response in a timely manner. The cloud-based portal that RFP 365 offers completely solved that - and enabled us much greater control of assignments and accountability as well. On top of that, the system stores answers to all former RFPs that we've responded to, and creates a KnowledgeBase that automatically find similar questions, and provides potential answers to pull into the response that people are working on. Great tool - very intuitive to use.

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RFP365 review by <span>Charles S.</span>
Charles S.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Pivotal Asset for Companies Working with RFPs

What do you like best?

I'm most fond of the fact that RFP 365 was created by people who live and breathe RFPs. You can tell because the tools they've created and the systems they use to manage, organize, and analyze RFPs fit so well. They've felt the pain points of responding to RFPs in volume and have created a new way to do it more efficiently and far more well informed!

What do you dislike?

I dislike very little! I joked with our contacts that I "disliked" how the system couldn't spit out a fully formed PPT presentation ready to show the client, heh. That's a joke because the system does basically everything else!

Recommendations to others considering the product

Get in as fast as you can! They're not only great, but constantly improving and the customer service team is top-notch!

What business problems are you solving with the product? What benefits have you realized?

Responding to RFPs in large volume is a tedious process no matter how you slice it. RFP 365 improves this process for us, hands down, across the board including: efficiency to get from empty blanks to internally review-able material, the organizing of subject-matter experts within our organization, access to central and approved information, and tracking of performance.

What Proposal solution do you use?

Thanks for letting us know!
RFP365 review by <span>Carah C.</span>
Carah C.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Simplified RFP Management

What do you like best?

We love that RFP365 has simplified our RFP management process. Prior to purchasing this software, we were just copying and pasting answers from a Word document, and only one team member could open the document at a time.

Another benefit that we don't really use (but a larger team would benefit from) is the ability to set up an approval process. This allows a Manager to approve (or decline / ask for updated) answers to the RFP before the document is finalized, directly from within the system!

Perhaps the best thing about the system is the ability to email RFP questions directly to other people (who don't have to be users) for them to answer. When that person receives the email, they can respond to it directly, and their response is recorded in the system.

What do you dislike?

The search function can act a little wonky sometimes (i.e. picking up small words like "and" or "is" instead of keywords). Also, the export can take a little bit of a learning curve to get used to, but it is worth learning!

UPDATE: We have de

What business problems are you solving with the product? What benefits have you realized?

This system took us from having a searchable Word document that we were copying and pasting from, to an online library of the latest and greatest RFP answers. It also allows our Marketing Manager to assign certain questions to different team members, so that there is no confusion who should answer which sections / questions.

RFP365 review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Great product, but needs to catch-up to the competition.

What do you like best?

RFP reporting dashboard and collaboration features.

What do you dislike?

There were some unresolved errors with the interface. We reported but didn't seem to be a priority.

Recommendations to others considering the product

RFP365 has great features and support. I'd say they are in the top three of RFP management software.

What business problems are you solving with the product? What benefits have you realized?

I used RFP365 in the past to successfully reduce our response times on RFP efforts. We went from working lots of overtime to almost none.

RFP365 review by Administrator in Pharmaceuticals
Administrator in Pharmaceuticals
Validated Reviewer
Organic
Reviewed On

Excellent software for RFP respondents

What do you like best?

RFP 365's knowledge base allows us to keep track of all previously used content as well as schedule updates that are automatically requested of our SMEs. Email reminders keep admins from nagging personnel of looming deadlines.

What do you dislike?

Usage and time spent reports could use some work to help show the time saved/benefits to management.

What business problems are you solving with the product? What benefits have you realized?

We have experienced a decrease in email and meetings volume.

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