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Client Spotlight: PerfectMind’s Salesforce Integration Success

Client Spotlight: PerfectMind’s Salesforce Integration Success
Customer Stories
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Salesforce integration is an important component for any technology stack used by RFP responders. Coupled with RFP software, it connects the dots between sales and marketing teams, proposal managers and SMEs to make the RFP response process run smoothly.

Technology fatigue is a common occurrence with busy teams. Ironically organizations are investing in solutions to encourage success, but one look at this year’s Martech Supergraphic tells us everything we need to know. Organizations are facing more inefficiencies by taking on too many tools.

marketing technology landscape

Source: Chiefmartec

This is why having an intelligent tool stack with beneficial integrations is a good move. For RFP responders, a solution like RFPIO offers a true bi-directional integration with CRMs, including Salesforce, to bring every stage and insight of the RFP response project into one dedicated platform.

Recently we met up with the PerfectMind proposal management team to discuss their progress with RFPIO. Today Randy, Catherine, and Garrett are pulling back the curtain on their RFP response process and sharing how Salesforce integration is an essential piece of their strategy.

Randy White

What is your role at PerfectMind?

Proposal Specialist

Describe your involvement in the RFP response process.

Once assigned new RFPs by the Senior Proposal Specialist, I create and import projects into RFPIO. I project manage the authors and reviewers for question/answer responses, create new responses and maintain section templates and other content within RFPIO. I also export, edit, and finalize RFP documents.

Why was the Salesforce integration important for you?

Our company is using Salesforce widely as a one-stop place to maintain client information. So integration with RFPIO seemed like a natural addition.

What was the primary reason you chose to purchase RFP software?

Before RFPIO we were using MS Word documents to store boilerplate content, which was slow and resulted in copy/paste errors. Additionally we responded to questions on spreadsheets—with hundreds of questions per RFP.

To respond to new questions, authors would need to manually search through old Excel documents to find answers. We decided it was time to make a change, so we explored RFP software options until finding RFPIO.

In RFPIO, the bonus features of tagging and assigning content to Subject Matter Experts is particularly important as SMEs play a critical role in maintaining content. The central access point to content eliminates inconsistencies and potential discrepancies when developing RFP responses.

How important was the integration with Salesforce in determining your decision?

I was not involved in that decision.

How have your RFP process and strategy changed since using RFPIO? What part does the connection to your CRM play in that?

Our process is more structured and more collaborative. Each response we complete builds upon the experience of previous responses (good and bad). Our account executives spend a significant amount of time in Salesforce and the integration is valuable to them once a project has been submitted.

My first RFP response using RFPIO reduced prep time by almost 70%, so now we can focus more on customised content instead of boilerplate responses.

Connect with Randy on LinkedIn

improve rfp habits

Catherine Lauzon

What is your role at PerfectMind?

Senior Proposal Specialist

Describe your involvement in the RFP response process.

I oversee the entire response process. I receive new RFPs and create and import projects into RFPIO. I project manage the authors and reviewers for question/answer responses, create and maintain section templates and other content within RFPIO. Additionally, I export, edit, and finalize RFP documents.

Why was the Salesforce integration important for you?

My manager required that we have an integration to Salesforce, since our company is moving towards using that platform company-wide as a one-stop place to maintain client information.

What was the primary reason you chose to purchase RFP software?

Prior to RFPIO, we were using Word documents to store all of our content. We often responded to hundreds of questions within spreadsheets as well. We decided to purchase RFP software to increase efficiency, reduce errors, and create one place where we could store approved content for clients.

How important was the integration with Salesforce in determining your decision?

Salesforce integration was not important for me personally, but my manager really wanted this feature.

How have your RFP process and strategy changed since using RFPIO? What part does the connection to your CRM play in that?

Absolutely, we have a more streamlined, collaborative process now. Our team works more easily together than ever before. I don’t really use the Salesforce integration that much, but it’s nice to have it available. If someone is looking at a Salesforce record, it is really convenient for them to be able to click on the RFPIO project to see those details.

Connect with Catherine on LinkedIn 

“63% of survey respondents said that Salesforce was the CRM their company used.” – IBD Lucep Survey

Garrett Ungaro

What is your role at PerfectMind?

Enterprise Sales Manager

Describe your involvement in the RFP response process.

I am the final approver and content contributor.

Why was the Salesforce integration important for you?

As I review open accounts in Salesforce, it is great to see the RFPIO add-in so I know what the status is. It’s also helpful to be able to click on the add-in and drill down further for more response project details.

What was the primary reason you chose to purchase RFP software?

All of our business is RFP driven and as such, we were losing track of commonly requested questions/answers, deadlines, contributors etc. We needed an overall RFP management platform to keep track of each response and re-purpose the answers.

How important was the integration with Salesforce in determining your decision?

Salesforce integration was a mandatory requirement for our purchase decision.

How have your RFP process and strategy changed since using RFPIO? What part does the connection to your CRM play in that?

The main benefit with Salesforce integration is being able to stay within the CRM—and not having to swivel-chair into RFPIO to see data or information on an account opportunity.

Beyond that, our overall RFP process is night-and-day better and the quality of our responses has increased significantly. We have structure and defined processes now and we couldn’t manage the volume of RFPs we handle without RFPIO.

Connect with Garrett on LinkedIn

expo at dreamforce

Want to see how RFPIO’s Salesforce integration can make your response process more efficient? Join us at Booth #145 at Dreamforce next week for a free personalized demo to learn more.

Schedule right now and win an Amazon Fire Stick after your demo completion.

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