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How to respond to an RFP like an all-star champ

How to respond to an RFP like an all-star champ

Organizations issue requests for proposals (RFPs) because they have a problem that cannot be fixed internally. A big problem. That […]


How to respond to an RFP like an all-star champ

How to respond to an RFP like an all-star champ

Organizations issue requests for proposals (RFPs) because they have a problem that cannot be fixed internally. A big problem. That will cost lots of money. This isn’t calling a plumber to fix a clog. This is soliciting bids from multiple contractors for complete remodels, or to construct full-on additions.

RFPs are issued as questionnaires of up to thousands of questions and requests for specific content. If your company has a solution to the problem put forth by the issuer, then you respond with a proposal that includes all the answers and requested content. Depending on the size of the RFP, it can take you hours, days, or weeks to prepare a response. As long as you submit your completed RFP response by the deadline, then your solution will be considered.

Now here’s the rub. The issuer compares your RFP response with all of the other RFP responses received from your competitors. Sometimes, lowest price wins. Other times, best solution wins. Much of the time, the winner results from the best pitch — an umbrella term that includes the RFP response, relationships built with sales and subject matter experts (SMEs) during the process, pricing, reputation, and a variety of other factors. Then there are the times when winners are selected based on prior or existing relationships between the two organizations.

No matter what the deciding factor between an RFP win or loss, the ultimate truth is that you have to compose an RFP response to have a chance. Why not put your best foot forward?

How to respond to an RFP

The RFP response process is cyclical, not linear. I’ll get into more of that in the best practices section. For the sake of getting a proposal out the door, you need to follow these eight steps after you first learn about the RFP.

  1. Qualify the bid — Is this worth going after? As I mentioned earlier, RFP responses can take weeks to compose. Starting off with a Go/No-go checkpoint gives you an opportunity to evaluate how your solution measures up, the financial viability of the project, availability of resources you’ll need to submit a response by the deadline, and any other factors that will impact your business during the response process. Essentially, building a proposal is like investing in your future. Every investment requires close scrutiny.
  2. Understand requirements — What do you need to get it done? This ranges everywhere from content to who produces the content to who is responsible for signing off on the final proposal. The list can be quite lengthy, but it must be comprehensive to make sure nothing falls through the cracks.
  3. Answer commonly seen questions — Pull from your content library to fill in answers to commonly seen questions. If anything needs to be reviewed by a subject matter expert, be sure to get their eyes on it before submission.
  4. Assign due dates and tasks to key collaborators — Whose expertise do you need to get this done? After you determine requirements, you’ll identify all the milestones. There’ll be due dates for content, reviews, edits, and approvals for multiple collaborators. The trick is respecting everyone’s time while driving the process forward.
  5. Assign questions for review and approval — Who needs to sign off on this content? Likely, this will not be a Caesar sitting in the stands giving thumbs up or down. You’ll have multiple approvers to sign-off on content related to sales, product, support, legal, branding, etc.
  6. Polish — Make sure you’re telling the story you want to tell. Add visuals or other supporting content to tell your story better. This is where you can nail the competitive differentiation. If you have the good fortune to have a dedicated proposal team, this may fall on writing and design specialists within that team. It may also be someone from branding or marketing — someone who puts eyes on anything that your organization produces for external audiences. Ensure your proposal is in a clean, easy-to-read format. Or, even better, put it into a branded template.
  7. Proofread — Don’t let poor grammar and typos be the reason you lose the bid.
  8. Submit to issuer — Push send with no regerts (See? Proofreading is important!).
 benchmark-blog-report

The 2021 Benchmark Report: Proposal Management

Learn about the state of proposal management, and see what teams need to do to be successful in 2021

Read the report

Best practices for responding to an RFP

Build the right team

Proposal managers lead the proposal team. I’m talking about more than just the proposal “department,” if you have one. There, leadership is more about mentoring, training, delegating, and establishing a reputation within the organization. It’s certainly important, but this is the team that drives the process. The proposal team I’m referring to is made up of the individuals you rely on for prospect and customer interaction, subject matter expertise, brand messaging, IT support, and all of the other details vital to creating a winning proposal.

Even a one-person proposal department needs input from internal or external SMEs to build a high-quality response. Proposal managers may think of themselves as the director of a motion picture. After that “Directed by” end title flashes, another three minutes of credits roll by.

Whether you have a dedicated team of stakeholders from each department or you assign a new team for each project, what matters most is that everyone in the organization recognizes that they have skin in the game. RFP wins, proactive sales proposals, and fast turnaround on questionnaires equate to revenue and may determine whether the company grows, shrinks, or offers an extra percentage point in next year’s retirement fund match.

Only respond to RFPs you can win

As part of your bid-qualifying at the beginning of your RFP response process, add a Go/No-go checkpoint to ensure that you only respond to RFPs you can win. Whether it’s a scheduled team meeting or a checklist, you need to answer:

  • Is the RFP the right fit for your organization and solution?
  • Do you have a comprehensive solution that addresses all of the challenges presented in the request?
  • Does your pricing match the budget?
  • Do you have an existing or prior relationship with the issuing organization?
  • Do you have any insight into why the RFP has been issued?
  • Can you meet the submission deadline?

Basing the answers to these questions on data rather than anecdotal evidence will help validate the Go/No-go step as well as your role as a proposal manager. Gathering that data is one of the advantages of working in RFP software.

Respect contributors’ time

If you want SMEs and other stakeholders to feel a sense of ownership for their proposal responsibilities, then you have to respect their time. RFP responses will suffer if contributors end up working after hours and weekends, rushing to meet deadlines. Get their buy-in ahead of time on deadlines and time required for reviews and approvals.

Document your process

A documented RFP response process will anchor your team during the most chaotic times. It’s up to you to own the process, but RFP software will make it easier to automate, execute, and monitor processes from beginning to end on multiple projects running simultaneously.

Conduct a win/loss review

The win-loss review gives your team an opportunity to close the loop. Internally evaluate what worked and what didn’t.

Did you win? Why? How can you repeat it for future proposals?

Did you lose? Why? How can you avoid it in future proposals?

Include the whole proposal team in a wrap-up summary, but make the extra effort to work hand-in-hand with sales enablement so they can bring in the customer perspective.

Remember earlier when I said the RFP response process is cyclical? The win/loss review will inform your new Go/No-go step, increasing your predictive accuracy of which RFPs you can actually win. It helps to have RFP software for a win-loss review because you have everything that went into the response—the planning, communication, content, and the actual response—in one place.

Let technology do the heavy lifting

Speaking of RFP software…it’s the single most effective way to overcome lack of experience. It’s the difference maker that will help you respond like a boss. With only 43% of organizations using RFP-specific technology, there’s a huge opportunity for you to get a leg up on competitors.

RFP software makes it easier to collaborate with an extended team and leverage the power of technology. With automated processes for scheduling, collaboration, and completing wide swaths of massive RFPs using answer libraries, you can blaze through the first pass of a response faster than working without RFP software. You create more time to spend customizing the responses that really matter and focus on differentiating yourself from the competition. And that’s only the beginning! Here’s a quick overview of how RFP software helps each of the seven steps of responding to an RFP:

  1. Qualify the bid — Check data from past similar RFPs. What took weeks without RFP software may only take hours with it. All things being equal, is this RFP winnable?
  2. Understand requirements — Let the tool create a checklist of open items based on what remains after the automated first pass conducted at intake by your Answer Library.
  3. Answer commonly seen questions — RFP technology consolidates all your previous Q&A pairs into an intelligent answer library, so you can automatically respond to repeat questions in just a few clicks.
  4. Assign due dates and tasks to key collaborators — Assign each RFP question or section as a task to individual collaborators from the project dashboard in RFPIO. They’ll then receive a notification from where they’re already working (e.g. email, Slack, or Teams).
  5. Assign questions for review and approval — Simplify the review and approval process with automated reminders and cues across multiple platforms.
  6. Polish — From intake, work within a branded template and support answers with approved content that’s always up-to-date according to the SME in charge of that content.
  7. Proofread — Still important, but working with already-approved content will decrease how much you have to proofread.
  8. Submit to issuer — Push send from RFPIO or your integrated CRM!

We recently created a Proposal Management Benchmark Report where we found that 75% of respondents plan to respond to more RFPs in 2021 than they did in 2020. We also found that organizations using RFP software already managed 43% more RFPs than those who do not use RFP software. If you’re looking to speed ahead of the field in RFP response, then gain traction faster with RFP software.

Organizations using RFP-specific technology submit 43% more RFPs than those who don't

I’ll just leave these other tidbits right here…

Recognize SMEs and salespeople at quarterly meetings. Salespeople are competitive and like to be recognized for winning.

Implement formal kickoff meetings for RFPs. Make them quick and include pre-reading materials in the invitation to hit the ground running. Some organizations combine this with a Go/No-go checkpoint.

Hold 15-minute daily standup meetings or calls as you approach the RFP deadline. Focus on status reports and action items.

Commit to professional development time. Join this LinkedIn group, the response management Slack community, or connect with APMP. This is especially valuable for small shops, where it can be hard to build a network.

If this has inspired you to investigate RFP software, then schedule an RFPIO demo today!

9 key RFP metrics for minimizing risk and enhancing efficiency

9 key RFP metrics for minimizing risk and enhancing efficiency

When I first started responding to RFPs, few people were paying attention to RFP metrics. Sure, there were definitely some trailblazers who were measuring performance, analyzing wins and losses, and optimizing efficiency… but I certainly wasn’t one of them. For me, responding to RFPs was less of a process than a mad scramble to the deadline.

Since then, my approach to RFP response has evolved. Admittedly, this is likely aided by co-founding a company that streamlines the response process via automation and analytics. This article will focus on the latter.

If you do it right, data-driven management can help sales teams sell smarter. But it can also provide insights into how proposal teams can identify—then either avoid or plan around—process challenges, such as resource management challenges, reduced ROI, missing deadlines, and inefficient content development.

By the end of this article, you will understand which RFP metrics you should be tracking—and how to use these metrics to minimize risk and enhance efficiency.

RFP metrics overview

Responding to RFPs can be an expensive undertaking. When you’re working with limited time and resources, you need to be strategic about which projects you take on. Improving your odds of a win starts by determining whether you’re a good fit, and identifying risk factors early so you can avoid surprises and plan for success.

Don’t let dollar signs, commas, and zeros distract you from what’s possible. Go for that big deal, but don’t do it just because of the logo or the dollar value. Do it because the data tells you, “You have a great shot at winning!”

For answers about your future, look to the past. Use data from past wins, losses, and incompletes to determine whether a project is worth pursuing. When you capture an RFx and upload it as a new project to RFPIO, the system will evaluate past projects for comparison and provide a dashboard that gives you an idea of what to expect.

Here’s a small taste of some of the data points that will help you enhance efficiency and gain new insights throughout your response process:

Project Type: Segment your RFP data according to project type. If you respond to RFPs, Security Questionnaires, and DDQs, then you can set each of those as a project type so you’ll be able to compare apples to apples. You can also segment based on industry, size, geo, and more.

Segment your RFP data according to project type
Focus on Wins: How many similar past projects have you won? Lost? Understanding what kinds of projects have been submitted and won helps you focus your efforts only on projects you’re most likely to win moving forward.

Focus on RFPs you're likely to win
Project Scope: Identity total volume of work required to complete the project.

Identify project scope before starting any RFP
Time to Completion: See the shortest, longest, and average times for similar past projects. In a recent survey, we found that 57% of proposal managers said their primary goal is to improve the proposal management process to save time.

Understand the shortest, longest, and average times for similar past RFPs.
Resource Needs: Examine content that may need to be created or moderated. Identify primary authors and moderators from past projects.

Identify primary authors from past RFPs.
Content Needed: Understand what kinds of questions are being asked, and whether you have that information on hand.

Clearly understand the content available in the library
Taken in isolation, each of those data points means very little. Homing in on a single datapoint is just like trying to ride a bike with just the wheels—you can’t get anywhere without the pedal, seat, and handlebar.

Instead, it’s best to approach RFP metrics in context of the greater RFP response process. The trick is learning how to apply insights from each individual data point in a way that enhances efficiency and reduces risk.

To make this easier on you, this blog breaks down the RFP metrics you should be paying attention to according to how they fit into the RFP response process:

  • RFP metrics to inform bid/no-bid decisions
  • RFP metrics for planning, implementation, and finalization
  • RFP metrics for ongoing optimization

By the time you finish reading, you’ll understand which RFP metrics you should be tracking and how to track them.

RFP metrics to inform bid/no-bid decisions

The first step of the RFP response process is figuring out whether an RFP is a good fit. Is this RFP worth the time and resources it’s going to take to complete?

In making your fit analysis, you need to be selective. You don’t want to waste time and resources on an RFP you’re probably not going to win. But you also don’t want to walk away from a potential opportunity, and leave money on the table.

RFP metric #1: Determining whether you’re a fit

While this isn’t *technically* a metric, decomposing the RFP to determine whether you’re a fit is extremely important to the bid/no-bid decision making process, and worth mentioning here.

Before you spend anytime answering a single question, the first thing you’re going to want to do is determine whether your solution is in line with the key requirements. Do a quick scan to see if anything pops out at you.

What problem is the issuer looking to solve? What are the features and functionalities on their “must-have” and “should-have” list?

This is also a great way to determine whether you’re dealing with a wired RFP, where an incumbent exists and the issuer is just going through the motions. If there are a considerable number of requirements that seem irrelevant or very far off base, that’s a good sign the issuer isn’t interested and the RFP might not be a good use of your time.

If your solution isn’t in-line with the issuer’s needs… go ahead and throw it on the “thanks, but no thanks” pile.

Remember: Your time is valuable. Don’t spend it on proposals you’re not likely to win.

Even if you are a good fit, you may still decide it’s a no-go due to other priorities, deadlines, and resource commitments.

If you do find you’re regularly passing up potential opportunities due to bandwidth, you might consider a proposal automation solution. According to a recent survey, organizations using RFP-specific technology submit nearly 50% more RFPs than those who don’t.

RFP metric #2: Do your homework on the RFP issuer

Yes, okay, we’re two for two for metrics that aren’t technically metrics. But you’re going to want to do a background check on the RFP issuer before you do a single iota of work. Nothing is worse than putting the final touches on an RFP, only to discover you already submitted a near-identical RFP two years ago.

Once you’ve determined the decomposition of data is a fit, there are a few questions you’ll need to answer:

  • Has this company previously issued RFPs?
  • If yes, did you win? Were you short-listed?

If you did submit an RFP for this particular company before—and you lost—it might not be worth your time. But if you were short-listed, and the company ended up going with another vendor, it could indicate that they weren’t happy with the other vendor’s solution… and this might be your chance to shine.

If you have submitted an RFP for this particular company before, pull that old RFP from the archives, and examine it with a critical eye. What did you do well? What can be improved? You don’t always get a second chance to demonstrate your competitive advantage—don’t let this opportunity slip you by.

RFP metric #3: Analyzing past wins based on company profiles

Compare company size, project value, and vertical to your typical customer profile. If you usually work with enterprise companies, and the RFP you’ve just received is from a startup, your solution might not be a good fit.

Save yourself some time in the future by tracking these data points as you go along. Each time you receive a new RFP, make a note of the parameters you want to track. As a starting point, I would suggest tracking*:

  • Vertical
  • Company Size
  • Product Line
  • Project Type*
  • Project Stage*
  • Number of Questions*
  • Project Value*

*RFPIO tracks project type, stage, number of questions, and project value by default. You can track vertical, company size, and product link by creating a custom field.

Be diligent about tracking each parameter whenever you receive a new RFP. Over time, you’ll see how well you perform for each of your chosen parameters.

If you’re using RFPIO, you’ll get a performance snapshot each time you import a new project, including project status (e.g. won, lost), time spent, and answer library usage (i.e. how many of the questions were answered using Auto Respond).

With RFPIO, you'll see a performance snapshot each time you import a new project.

RFP metric #4: Tracking your average RFP response rate

Your average RFP response rate is a function of the number of outgoing RFPs divided by the number of incoming RFPs.

Average RFP Response Rate = # Outgoing RFPs / # Incoming RFPs

There is no rule of thumb for what your average RFP response rate should be. For some companies, an 80% response rate is too low; for others, a 30% response rate is too high.

One thing that can be said for certain is that if every RFP that comes in is being responded to, something is off. It means you’re not qualifying what’s coming in. By going after everything, you end up wasting time and effort on deals you’re probably not going to win.

You can adjust your average RFP response rate as you go along. If your win rate is astronomical, it could be a sign that you want to start responding to more RFPs (and vice versa).

On the flip side, if you’re responding to 50% of RFPs, and your win rate is abysmal, it could be a sign you need to better qualify the deals you’re going after.

RFP metrics for planning, implementation, and finalization

Once you’ve decided this RFP is a go, it’s time to get to work. That means building out your team, keeping your project on track, and submitting a polished final product.

RFP metric #5: Determining Workload

Before you do anything, check the project size (i.e. number of questions) and the due date. This will give you a general idea of how much work you’ll have to do based on past performance.

After that, you can start assigning work out to your team. As you’re choosing SMEs, the most important metric to track is current assigned workload. If one of your SMEs has four projects due by the end of next week and you’re adding another one, you’re just asking for trouble. That’s the time you proactively find an alternate SME.

If you’re using RFPIO, you can check current SME workload right in the application. The system will tell you how much work is assigned to which SMEs, what the workload looks like, and if there is any overload.

If you’re not using proposal management software, you can also keep track of SME workload using spreadsheets; you’ll just have to make time to keep your spreadsheet up to date.

RFP metric #6: Readability Score

If a proposal is difficult to understand, it increases the cost for bidders during the procurement process. Confusion leads to delays. Delays drive up costs. And everyone loses.

Most people read at a 10th grade level. Make life easy for your buyers by writing at that same level. Avoid delays by calculating readability as content is being added, using an editing tool like the Hemingway App or the Flesch reading ease test.

RFP metric #7: Probability of Win Score (PWIN)

Here’s where you take an honest look at your work so far and ask yourself: How can I increase my odds of winning?

A PWIN (Probably of Win) score is calculated based on the answers to a variety of questions designed to best determine how well the company’s team, experience, and contacts match those required for the opportunity. The higher the score, the better chances of winning the contract will be.

Ask questions like:

  • How does the language compare to previous projects? Is it accurate, positive? Does it align with winning RFPs from the past?
  • Have you answered all the questions? Have you met all the required conditions?
  • How often do you answer in the affirmative vs. negative?

Be honest with yourself. Have you said “no” to a certain percentage of must-have or should-have requirements? Are you qualifying too much, or agreeing to build too many features? It might not be worth the final proofing and polishing to primp your proposal to perfection.

Just because you’ve spent a lot of time getting your proposal this far, it doesn’t mean you need to spend even more time getting it over the finish line. Your time is valuable. It’s okay to throw in the towel.

Regardless of whether you decide to submit the proposal, make note of the requirements you’re missing, and coordinate with your product management team to get them into the roadmap.

RFP metrics for improving win rate and optimizing efficiency

You should constantly be looking for opportunities to optimize efficiency and improve win rate. Tracking metrics and analyzing the data can help you do that.

RFP metric #8: Identify Content Gaps

Auditing your Answer Library is an art unto itself. From an RFP metrics perspective, RFPIO includes an insights tool that helps you identify content gaps, content that needs to be updated, and content that needs to be created.

What terms are being used in search? What’s being found? What’s not being found? Let’s say a security product company is seeing a lot of requests for “zero trust” but no content exists because it’s new terminology that has quickly become industry norm.

The insight tool alerts content owners that content needs to include “zero trust” in order to stay relevant—and could provide insight to leadership and product teams on where the market is headed.

Sometimes you just need new content in your library. For example, if a lot of people are looking for information about “outages” (i.e., what has been your longest outage?), but turning up empty-handed, it might be a good idea to reach out to your product team to let them know new content is needed.

RFP metric #9: Determine content library health

To determine how healthy your content library is, see what percentage of RFPs can be completed with auto-respond, as opposed to manually creating answers from scratch. With a well-curated Answer Library, 40-80% auto-response is realistic. 30-40% of content exists but needs editing. 20-30% needs to be brand new.

If your auto-respond is hovering below 40-50%, that’s a good sign you’re in need of a content audit. If this sounds like you, check out our guide on how to conduct a content audit in 3 steps.

4-Step RFP Content Audit

Future impact

There’s more to discover after delivering a project. Before you even know if you won or lost, you can start mitigating future risk based on what you learned during this project.

How long did it take (longer/shorter than average)? How many deadlines were missed? How much content was re-used? How much content was missing? Set up a feedback mechanism to share these findings with content owners and SMEs so you can continue to improve knowledge management and the response process.

Time matters

Our success metric is not to have users spend more time in our platform. This is not social media. We want users to be able to work responses faster and more effectively than they’ve ever thought possible. Which brings me to the last RFP metric I want to mention here: how well you’re using your team’s time.

Generate an Application Usage Report to gain insight into which modules (Project, Answer Library, etc.) your users spent their time. Compare that time spent against past similar projects. Did you save the team time? Did it take longer than average? From here, you can dig into why and start minimizing risk for the next proposal.

Gain insight into which modules your users spend their time
Schedule a demo today to see how to use some of the RFP metrics mentioned in this article to improve proposal management.

How to turn proposals into a revenue-driving engine

How to turn proposals into a revenue-driving engine

Can the best proposal in the world win a sale on its own? Honestly, probably not. Proposals are just one element of a lengthy and involved sales process.

Flip the question on its head and ask, “Can a poor proposal torpedo a sale on its own?” Absolutely. As can a bad demo, negative reference, or a disagreeable price.

My point is that while the proposal cannot win you the sale on its own, it still plays a pivotal role. Whether it’s reactive (RFP, RFI, Security Questionnaire, etc.) or proactive (sales-generated to show product solution or value), a proposal’s job is to advance the sale. How do you propel something forward? Build an engine.

Build your revenue-driving proposal engine

A revenue-generating response engine can change how your organization feels about proposals, turning it from a necessary evil to a strategic advantage in the sales lifecycle. I’ve broken the engine down into four key components, the first of which is people. Based on my experience, with respect to the way proposals are handled, organizations fall into one of these categories :

  • Ad hoc: 20% of organizations have no dedicated proposal team, instead relying on sales to take it on. This is a reactive approach that typically produces low-quality proposals and poor win rates.
  • Tactical: By far the most common, 60% of organizations have a proposal support team. It’s more efficient than an Ad-hoc approach, but still reactive, not highly prioritized in the organizational structure, and results in a win rate that makes stakeholders hem and haw over whether it’s all worthwhile every year.
  • Strategic: This dedicated proposal function with defined processes and staffed by capture planning specialists, bid and proposal managers, proposal writers, and content managers—in place at only 20% of organizations—produces the highest quality proposals that result in the highest win rates.

People need processes—the second engine component—to optimize their efficiency, enable visibility, and forecast accurately. A well-documented process will help with qualifying opportunities, deciding on win themes, building the response team, assigning roles, tracking and reviewing proposals, assembling the final proposals for publishing, etc.

The third engine component is no surprise: content. Obviously, you need to illustrate how your product or solution solves the problem that has necessitated the response. The differentiator here is in content quality, access, re-use, and personalization.

All three of the components mentioned above will be highly influenced by the fourth engine component: the technology tools you invest in for your response management engine. These will include your CRM, collaboration and web conferencing tools, and, of course, proposal software solutions.

When the engine is firing on all cylinders

After you build the engine, you can expect improvements in the following:

Repeatability

This refers to whether you have a streamlined process that you can apply any time a response is required. Once you’ve established your process, it can be triggered by intaking a project in your proposal software or CRM.

Whether or not your process is easily repeatable depends on content. Do you define service level agreements that can be adhered to time and again? Are you capitalizing on the wealth of information that already exists in your proposal software’s Content Library? If you’re finding ways to reuse existing content, you’re already well on your way to repeatability.

Visibility

Gain macro clarity of your proposal team’s performance. Are there any patterns where win rates vary? This will help identify key characteristics of your most winnable deals. Which content is most popular? Most effective?

This will help identify where to invest subject matter expert (SME) time in content development.

Efficiency

Make everything easier and faster—from finding content and assembling documents, to working with collaborators. Teams that do so are often able to increase efficiency by 40%. Sometimes it’s even more.

There’s no question that proposal software saves time, no matter how many people you have responding to proposals. Friend and peer BJ Lownie, managing director and principal consultant at Strategic Proposals believes that, “Situations exist for one-man shows and full-blown proposal departments.” Having proposal software on hand will help produce higher quality proposals faster, filled with brand-approved content and output according to your style guides.

Quality

Give everyone back time to reinvest in improving the quality of their work. Salespeople can spend more time on revenue-generating operations. The proposal team can spend more time on creating high-quality responses. SMEs can focus their efforts on their primary job functions and other equally important operational activities.

The purchasing decision is a consensus activity these days. Emotional and political factors are also at play. On balance, you always want to put your best foot forward. Proposal quality matters. It can positively influence deals.

Revenue

Link 1-4 together and you discover that proposal software fuels your revenue-generating response engine!

Ultimately, you want your revenue-generating response engine to guide your organization to the point where you’re only responding to winnable deals. Data output from the engine will help you answer questions like:

  • What is your relationship to the organization you’re responding to?
  • Have you had any prior engagement with that organization?
  • Do you have any insight into why that organization is soliciting responses?

Time is finite in the response world. The response due date is a deadline not a guideline. To paraphrase a quote I recently read on LinkedIn, proposals are never done; they’re just due. This engine will help you be more discerning with how, when, and where you invest your time and energy.

Proven value of proposal software

At RFPIO, our mission is to provide technology that streamlines the proposal process. No question that a library of pre-written content is a backbone to increased productivity. As are collaborations with sales and SMEs. We want to reduce the friction of hunting for content and herding SME cats. With proposal software, RFPIO customers are able to:

  • Submit 25% more responses with 100% accuracy while staffing is down 50%.
  • Increase win rate by finding more time to craft compelling win messages.
  • Triple proposal capacity and create efficiencies across all teams.

We deliver time back. How would you like a week back in your typical three-week proposal
process? How that time is reinvested will determine your win rate success. With a response team firing on all automated cylinders, you can unleash proposal development best practices while protecting sales and SMEs from the inefficiency rampage of a frenzied response process.

Start building your revenue-generating response engine by scheduling a demo to see how much time you can free up to reinvest.

Integrating Salesforce is a simple way to add tons of value to RFP software

Integrating Salesforce is a simple way to add tons of value to RFP software

This is about as “meta” as it gets in RFP software sales: RFPIO client Salesforce is currently in the process of integrating Salesforce with its RFPIO response management solution. How can a CRM integrate with itself? As Cosmo Kramer once said, “I must be at the nexus of the universe!” 

More than 30% of RFPIO customers who use Salesforce have already integrated the solutions. The Salesforce integration is by far the most popular CRM integration at RFPIO — 20x more customers use it than our next most popular CRM. So why do customers love it so much? 

Visibility and efficiency to start, but there’s more to it than that. 

“RFPIO’s Salesforce integration is helping our business be more efficient and organized with RFPs and RFIs. We can easily view insights and progress with every RFP right from Salesforce.”

-Alison Moeller, Proposal Manager at Accolade (full case study here)

Why you need it: Integrating RFP software with your CRM makes everything easier

Integrating Salesforce and RFP software workflows gives proposal and sales teams bi-directional access to all response management functionality. In other words, whether they’re working in Salesforce or RFPIO, users can perform all response management functions—from launch to development to publishing—seamlessly, without any redundancy or confusion. Here’s one possible workflow of how it can work for you:

Step 1: Sales rep launches RFPs, RFIs, Security Questionnaires, or any other response project directly from Salesforce. Expedite project creation by launching with existing Salesforce data in a few button clicks.Sales teams can send intake requests to the proposal team right from their favorite CRM (Salesforce).

Step 2: Proposal manager receives automated trigger notification of new project launch, analyzes what’s needed at intake to determine if it qualifies as an active project, and either rejects it or begins proposal development in RFPIO.Track and monitor progress in real-time

Step 3: Sales rep and proposal manager can track and monitor project progress in real-time from either application.When a new project launches, proposal managers are automatically notified

Step 4: Response packets and related documents are automatically published back to Salesforce so sales rep can send them to the prospect or customer.Sales reps can automatically send response packets to their prospects after they're published back to Salesforce

Step 5: Fine-tune proposal operations for sales and proposal teams with in-depth analytics output through Salesforce Reports Builder.Sales and proposal teams can fine-tune operations with detailed ananlytics

“The Salesforce integration has helped us align sales and proposal teams. Now, sales has full visibility into project status. They can see how a current project is progressing, or check which future projects are in the queue, all from the RFPIO dashboard in Salesforce.”

-Lauren Joy, Proposal Team Manager at Hyland (full case study here)

How you get it

The Salesforce integration raises awareness of RFPIO with more people in your organization. It becomes recognized as more than just a tool for the proposal team. It becomes the platform for expanding opportunities with prospects and customers. For example, after an integration, you can use the Salesforce Proposal Builder to create personalized proactive selling documents based on the up-to-date, brand-approved RFPIO Content Library

CRM integration is usually a high priority for our customers. Especially one or two years into a subscription, after their proof of concept for response management has hit its goal. 

Compared to other applications available through the Salesforce AppExchange, integration with RFPIO is a light lift. It all starts with a demo. This can take anywhere from 15 minutes to an hour, depending on the stakeholders you want in the “room” and what you want us to prepare for them.

After you decide to add the Salesforce integration, the process moves pretty quickly. The integration fully supports Salesforce Lightning as well as the classic Salesforce configuration. It works with either or both. A seasoned Salesforce admin can have it ready in 1-3 hours as long as there isn’t a lot of custom mapping. If there are a lot of custom fields, then the configuration can stretch into a few days–still on the lighter side of configuration. 

We often recommend a trial integration. Connect an RFPIO production environment with a Salesforce sandbox to test the integration in a safe space that won’t create disruptions in your Salesforce production environment. It’s simple to migrate this trial setup to a production environment.

If security is a concern, it shouldn’t be. We’re already published on the Salesforce AppExchange, which means we went through the Salesforce security review. Also, we are quite comfortable navigating any enterprise security review. So far, we’ve passed 100% of every one we’ve been through.

“We’re using the Salesforce integration to pull data in from an existing account or opportunity. This both ensures the data is matching and also means there are fewer fields to fill out–saving time and avoiding errors”

-Lisa McNeely, Proposal Services Team Manager at Hyland (full case study here)

What you can expect 

You’ll start seeing the value of real-time visibility and increased efficiency from the Salesforce integration almost immediately. Another huge value comes from the reporting capabilities, and this value grows over time. By creating associations between Salesforce objects and RFPIO projects, managers, directors, VPs of sales, and other teams can identify which projects were successful, which RFPs were won, and how that impacted the Salesforce opportunity outcome. You can find patterns that help identify more successful opportunities and the teams involved with those opportunities, which will ultimately lead to higher conversion rates and more revenue.

If you’re interested in learning more about the Salesforce integration with RFPIO, then contact us to set up a demo.

“The Salesforce integration for intake requests is a game changer. When I started the proposal process from the ground up at my company, sales people had no idea where to send RFPs—they were just throwing them to legal. Now there’s an easy way to request support right in Salesforce!”

How proposal teams can prepare for 2021

How proposal teams can prepare for 2021

How is technology aiding the request for proposal (RFP) response process? To find out, we surveyed members of the Association of Proposal Management Professionals (APMP) to gain insight into current and future trends in proposal management processes across 10 industries. The resulting data has been compiled and analyzed for you in the 2021 Benchmark Report: Proposal Management.

The clash of trend and reality

No doubt about it, the events of 2020 greatly influenced B2B sales — and proposal management for many organizations was not immune. In 2021, as we all seek more certainty, the most consistent trend we’ve spotted is that digital transformation in sales, marketing, and proposal management assures generic proposals will never again make the shortlist. Budgets in 2021 will be tight, and each new business purchase will involve increased scrutiny and justification. So how can your proposal be competitive?

For any proposal to have a chance, it has to illustrate how your solution solves the issuer’s specific problem, and it has to speak to proposal reviewers and decision-makers alike. This requires your organization to focus on responding only to the requests that you think you can win. It also helps to have dedicated proposal writers experienced in developing content that appeals to your target audience.

Both of these considerations clash with two trends our research identified: the need to respond to more RFPs in 2021, paired with a resistance to increasing headcount. The research shows that many organizations understand that they need to respond to more RFPs in 2021 in order to play the odds and generate revenue. With RFP opportunities averaging between $1M and $3M (according to RFPIO data), each one has the potential to make a significant impact.

But how can you respond to more requests, while simultaneously focusing only on the requests you have the best shot at winning? RFP technology enables organizations to efficiently invest time in the RFPs they go after, increasing the rate at which organizations can generate proposals. Some RFP softwares, likeRFPIO, even enable data-driven analyses of the characteristics common to all the deals you win, helping you focus your time where you have the greatest possibility of success.

It’s concerning, however, that proposal team headcount is expected to remain at its 2020 status quo throughout 2021. This indicates proposal managers will have to learn to do more with less. It also means that unless you already have proposal writers on staff, you’re less likely to hire any this year. You may want to buck that trend because our research also found that organizations with dedicated proposal professionals lap competitors by 3.5X.

75% of organizations plan to respond to more RFPs in 2021 than 2020. But only 37% plan to increase staff.

Organizations with dedicated proposal professionals submit 3x more RFPs than those without

Survey says: Douse proposals in fresh-baked cookie scents RFP software is an advantage

“With RFP competition predicted to increase, and teams already being challenged to do more with less, keeping proposal team staffing at 2020-levels only adds pressure. Proposal teams will need to invest in technology and automation to scale their responses, enhance efficiency, and maximize output.”

Fewer than half of the respondents to our survey currently use RFP software. This is surprising, considering the fact that those that use RFP software were able to submit 43% more proposals in 2020. Technology is transforming the proposal management landscape, making it easier for organizations to efficiently create their first proposal draft, thus giving them back the time they need to personalize responses to win effectively.

Only 43% of companies use RFP-specific technology today

We also discovered that organizations not using RFP software instead used, on average, nine solutions to compose their RFPs, compared to only five for those with a dedicated RFP tool. One study found that workers estimate switching between apps wastes up to 60 minutes of each day. Yet another asserts that up to 40% of a worker’s productive time is lost while switching between apps, a loss of focus it attributes to “context switching.”

For the sake of productivity, efficiency, personalization, as well as to help keep up with steeper competition for each request, organizations that want to take advantage of more revenue-generating opportunities will need to streamline their technology and automation to be effective in 2021 and beyond.

Check out the full report to learn more about the state of proposal management, including our four recommendations for success in 2021. If you’re one of those organizations trying to keep up without RFP technology, schedule a demo of RFPIO today. If you are already an RFPIO user looking to streamline your tech stack to increase efficiency, fill out this form to schedule time with your Account Manager.

Download Benchmark Report

20 stats proposal managers need before making that next big decision (new data)

20 stats proposal managers need before making that next big decision (new data)

The legendary Ted Lasso once said, “Takin’ on a challenge is a lot like riding a horse. If you’re comfortable while you’re doin’ it, you’re probably doin’ it wrong.” Proposal managers can relate, especially staring down the end of a pandemic-induced paradigm shift in collaboration, automation, and workflow.

Digital transformation in response management has replaced proposal managers’ old challenges with new ones. Gone are the days of stalking cubicles of salespeople and subject matter experts (SMEs) to keep a proposal on track, manually completing questionnaires, and storing content in file cabinets or on shared drives. Enter the challenges of working remotely, videoconferencing fatigue, and high expectations for personalized proposal content.

What can you as a proposal manager do to stay on top of a dynamic response management industry? Before you consider your next automation solution, team addition or subtraction, or learning opportunity, make a decision based on some facts. We took the liberty of gathering 20 of them for you here.

RFP project management

  • “Only 43% of respondents report using RFP-specific technology today.” Organizations not using RFP-specific technology rely more on email, spreadsheets, content storage, and e-signature tools” – 2021 Benchmark Report: Proposal Management
  • “57% of proposal managers said their primary goal is to improve the proposal management process over time.” – 2019 RFPIO Responder Survey
  • “44% of project managers use no software, even though PWC found that the use of commercially available PM software increases performance and satisfaction.” – PricewaterhouseCoopers
  • “75% of senior executives said investing in technology to better enable project success was a high priority in their organization.” – Project Management Institute

As we see it, the trend for proposal teams is to break even on headcount while relying on automation and collaboration to increase productivity. Doing more with less is nothing new to proposal managers, and RFP software can help accelerate response time, centralize content management, and unify collaboration. In one case, it helped to triple RFP volume and reduce turnaround time by 40%.

RFP project collaboration

  • “Distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of value-added collaborations come from only 3% to 5% of employees.” – Harvard Business Review
  • “78% of survey respondents expect the amount of remote work to increase post-pandemic from its pre-pandemic levels.” – Verizon
  • “Organizations with dedicated proposal professionals submitted 3.5X more responses in 2020.” – Salesforce
  • “Today’s average proposal management team consists of: 1 person (6%), 2-5 people (33%), 6-10 people (24%), 11-20 people (16.5%), 21-50 people (12%), more than 50 people (8.5%).” – APMP

The way we work is changed forever. Whether you’re back in an office or embedded as a remote worker, you’ll be designating responsibilities that team members can accomplish onsite, on the road, or at home. We’ve all grown more familiar with remote work tools and have our respective cheers (e.g., accessibility) and jeers (e.g., too accessible). The upside is that your team will be able to adapt quickly to RFPIO’s @-mentioning functionality and its integrations with Slack, Salesforce, and more.

RFP response knowledge sharing

  • “The latest edition of Deloitte’s Global Human Capital Trends study ranks ‘knowledge management’ as one of the top three issues influencing company success, yet only 9 percent of surveyed organizations feel ready to address it.” – Deloitte
  • “40% of survey responders use RFPIO to manage company knowledge.” – 2019 RFPIO Responder Survey
  • “44% of employees are ‘poor or very poor’ at transferring knowledge.” – Ernst & Young
  • “Workers spend nearly 20% of their time looking for internal information or tracking down colleagues who can help with specific tasks.” – Mckinsey Global Institute

Whether the proposal is being proactively generated by sales to get their foot in the door or reactively created for an RFP, you want the brand, expectation-setting, and peace-of-mind benefits of knowledge sharing from the RFPIO Answer Library. Make this dynamic warehouse of Q&A pairs and content available to everyone in the organization through our unlimited license model. Even as a small team, you can respond to multiple RFPs simultaneously, scaling with the personalization necessary to merit serious consideration.

RFP content management

  • “Companies with a designated RFP solution are 32% more likely to have strong content moderation procedures in place, with 90% reporting this being a priority for them.” – 2021 Benchmark Report: Proposal Management
  • “The most frequently cited typical approach taken by content creators in their business (43%) was project-focused – content is created in response to internal requests.” – Content Marketing Institute
  • “If searching is difficult and the results are not highly valued, workers lose trust in the knowledge systems. This, in turn, makes them less willing to share personal knowledge in those systems, which reduces the quality of the content.” – Deloitte
  • “50% of proposal managers said keeping response content up-to-date and accurate is their biggest challenge.” – 2019 RFPIO Responder Survey

Second only to win rate, content carries the most weight when judging whether a proposal manager is a hero or a villain. How it’s created, maintained, stored, and accessed has a direct or indirect impact on almost everyone in the organization. Sales wants accurate, innovative content yesterday. Support wants content that accurately reflects service level agreements. Marketing wants content to be on-brand.

If you’re using RFP software, then you’ve gone to great lengths to curate the content library used to automatically populate proposals. Why not make that content available to the whole organization? With RFPIO Lookup, you can add a portal into your RFPIO Answer Library from everywhere your users work.

82% of our customers said managing response content all in one place is the primary way RFPIO helps them achieve success. Global organizations can take further advantage of separate content collections relevant to their region, which is especially beneficial for multilingual content.

RFP response efficiency

  • “On average, organizations with a designated RFP technology submit 306 proposals a year, while those without submit only 210 — a difference of nearly 43%.” – 2021 Benchmark Report: Proposal Management
  • “86% of salespeople are looking for opportunities to shorten the sales cycle to close more deals. 79% of marketers are focused on using automated technology to execute more with less resource strain. 65% of subject matter experts aspire to increase efficiency through better processes.” – 2019 RFPIO Responder Survey
  • “85% of proposal managers work over 40 hours a week, with 11% working over 50.” – APMP
  • “Solutions based on natural language processing/generation and robotic process automation can help reduce the time it takes to draft requests for proposals (RFPs) by up to two-thirds and eliminate human error.”- McKinsey & Company

Efficiency is the numero uno KPI for RFP software. The benefit you realize depends on how you re-invest time saved through efficiencies achieved by state-of-the-art automation, knowledge management, and collaboration capabilities. For example, Lauren Daitz, Senior Manager of the Proposal Department at HALO Recognition, said about RFPIO, “We’re up 25% over our average volume for the last six years and our staffing is down 50% at the same time. And we were still able to deliver every RFP on time or early and with 100% accuracy.”

Proposal managers can never be satisfied with the status quo. Always look for new opportunities for learning and growth. As competition increases and digital transformation continues, it’s either move forward or fall behind.

Like Ted Lasso says, the happiest animal in the world is a goldfish because it only has a 10-second memory. Be a goldfish. His wit and wisdom know no bounds.

If you’re ready to learn how RFPIO can help make you a more effective proposal manager, schedule a demo today.

3 steps to improving customer experience through pre-sales

3 steps to improving customer experience through pre-sales

If you’re reading this, then you’ve already bought into the importance of customer experience in your sales cycle. A simple product backed by great customer experience will always have more conversions than a great product with a terrible customer experience. Many of the world’s leading enterprises concur. Data points that support customer experience are plentiful, indeed. The one that stands out to me is from PWC’s Future of Customer Experience report: 73% of customers consider experience an important factor in their purchasing decision. 

73% of customers consider experience an important factor in their purchasing decision.

Obviously, pre-sales is not solely responsible for good customer experience — that’s an organizational responsibility for every department, from legal and security to executive and marketing, to product development and engineering. Whether your pre-sales function is its own entity or a responsibility tacked on to product management or sales or technical support, it can be solely responsible for strengthening (or damaging) trust with prospects and customers. 

The pre-sales process: A quick level-set

What is pre-sales? The short answer is.. It’s complicated. Most organizations differ in how they define pre-sales and the pre-sales process. Often, the definition is intentionally vague to give teams the flexibility necessary to respond most effectively to a customer.

 For the sake of this article, I’ll say the pre-sales process takes place from initial contact to demo or proof of concept (POC) presentation. From here, pre-sales hands off the relationship to the appropriate sales entity, such as a business development representative, a sales development representative, or even an account executive.

The overarching key to customer experience success resides in every hand-off. Prior to presenting a recent webinar, I surveyed registered participants—most of whom were pre-sales professionals. Only 50% were confident that commitments made in pre-sales get fulfilled. 

Only 50% of pre-sales professionals are confident their commitments made in pre-sales get fulfilled.

The only way to make sure details don’t fall through the cracks, or that promises made by one department aren’t met by another, or that any other pitfalls don’t derail the overall customer experience is through process. Process in a scaleup company is like a guitar string. If it is too tight, the quality of music is not great, and if it is too loose you cannot make any music at all. 

I apply an 80/20 rule to my pre-sales model. Basically, it means that 80% of the rules of engagement between teams during pre-sales are streamlined. The remaining 20% gives teams wiggle room to personalize customer buying journeys and react to exceptions pertaining to customer needs. 

Keep this in mind as you consider my model for creating trust during the pre-sales process.

Step 1: Collect and analyze data

Remember that from the customer perspective, their experience needs to be seamless. They expect consistency across channels–but different internal owners of parts of that experience can cause inconsistency. Take a longitudinal view of the total experience to spot inconsistency.

Data-driven insight is just as valuable in pre-sales as elsewhere in the organization. It’s just that at the pre-sales stage, much of the customer interaction involves gathering data. In my webinar survey, 33.3% of participants agreed that access to customer feedback data that allows them to measure customer experience would be helpful. And only 9.3% said they always have access to up-to-date information to answer customer questions. Easier access to data about prospects and your product or solution will always help pre-sales stay a step ahead during the evaluation process.

Most pre-sales professionals strongly agree developing customer trust is their top priority.

Research the company, business model, values, and funding (if applicable) 

Examine any existing CRM notes or call recordings all the way back to the first touchpoint. The first discussion should be as consistent as the most recent one. Get in sync by going through any previous activities and speaking to personnel who have been involved. Best practices say to automate this as much as possible through your CRM and other sales enablement tools.

Summarize and confirm findings-to-date during discovery

Get on the same page with prospects first, and then ask them if you have missed anything. Acknowledge their effort in the buying process so far. This is the first step in establishing trust and opens the door for a prospect to reveal new details because they view you as their advisor in the buying process. 

Next, ask open-ended questions to unearth details you can use to personalize your demo or POC engagement with the prospect. This can range from getting their core triggerpoint to identifying the details of their standard buying process to gaining insight into high-value stakeholders. Document all the discovery details.

Analyze data to inform your personalized engagement plan

You now have two critical data sets to help personalize your engagement and take the customer experience to the next level.

  • Research Data: Company, industry segment, persona role, timezone, culture, etc.
  • Sales & Discovery Data: Tone, intent, urgency, problems, specific features, success criteria, possible effort into evaluation, etc.

Evaluate all of this data to develop a personalized engagement plan for each prospect.

Step 1 to improving customer experience: Create a personalized engagement plan

Step 2: Personalize engagement

How does a touring stand-up comedian win over her audience in every new city by pointing out their local cultural idiosyncrasies? Carefully, respectfully, and by setting the right tone. In essence, this is what a pre-sales professional has to do: Point out what in the prospect’s process is not working to find the true selling opportunities. 

Build your ‘Persona 360’

So far, you’ve gathered intel on the prospect company and one or a few key individuals who have been involved in product evaluation to this point. Be transparent about the plan and share it with the prospect. For the demo/POC, expect additional stakeholders and testers to join the process. 

Use the initial discovery call and LinkedIn to find out more about these new additions: 

Fill out your Persona 360, which is a combination of the roles, work locations, industry segments, cultures, time zones, ages (estimated, by Generation X, Y, Z, etc.) and more of the entire evaluation team. 

A day or so before the demo, resend the personalized engagement plan to update expectations. Be sure to mention new members by name and ask them if they would like to see something specific in the demo/POC. 

Grow a library of demo/POC models

Always maintain a variety of demo/POC models. Match the most relevant version to the audience based on your Persona 360, weighting it for those who you deem to have the greatest influence in decision-making. Consult sales when you finalize your demo model. Each model may differ based on talktrack, flow, order of features shown, and time allocated to specific sections. 

The Persona 360 should also give you insights into optimizing the structure and timing of your demo/POC. You can personalize the demo/POC with prospect’s problem statements agreed upon during discovery and emphasize how your product’s features help them solve those problems. Educate the new audience without surprising the existing audience to further build trust. 

Create personalized success criteria templates

Improving customer experience is about showing your prospect you understand their needs. Do this by sending a personalized success criteria template

After the first demo with the majority of the evaluators from the prospect’s side, send them a success criteria checklist to illustrate how your product or solution directly addresses some of their key pain points. This checklist will also give the prospect an easy reference to compare how your offering measures up to a competitor’s.

The more activity around this checklist the better. It’s a strong signal of their intent to proceed further with the evaluation or even to purchase. It’s not a mandatory touchpoint. If the prospect already has a standard process for evaluation, respect that and only suggest best practices as a trusted advisor. 

Step 3: Prepare for hand-off

When we board a bus or a train, we trust the vehicle will take us to our destination because:

  1. The journey is short.
  2. The route (process) and destination (value) are defined.

Length of the buying journey varies according to product and industry. Customers are more likely to notice when the journey is too long or arduous than they are to notice that it’s too short. In SaaS, the higher the price point, the greater the customer expectation that they’ll have ample opportunity to demo and evaluate if it’s the right fit. No matter how long the buying journey is in your customer experience, always make room to deliver incremental value.

A feedback call is a mandatory checkpoint after the initial demo/POC to determine where you stand on the overall evaluation. On the feedback call, be ready to review your account handbook, which covers relationship details from discovery, Persona 360, user journey, feature wishlist, and information about post sales implementation and support.

The account handbook documents any business case you can build with the prospect to help advance evaluation to purchase. It also shows the prospect everything that’s been accomplished so far on their buying journey and gives the impression that you’re ready to proceed to the next step. Perhaps most importantly, the account handbook can be used as a hand-off document to the post sales team to ensure a seamless transition for the customer. 

If you want more details…

Check out the webinar I presented on the importance of pre-sales in providing a positive customer experience. You can learn more results of the participant survey (very enlightening) and access some of the nitty gritty details I didn’t have space for in this article. It’s especially valuable if you’re in B2B SaaS because I spend a lot of time discussing how to deal with feature requests throughout the customer experience.

How a 2-person team simultaneously responded to 16 RFPs with proposal software

How a 2-person team simultaneously responded to 16 RFPs with proposal software

When a software company quickly grew its customer base from 0 to 2,000, they knew they needed to start formalizing internal processes and enhancing data security—which is why they focused their attention on the RFP process.

The cloud-based content management system they had been using to store RFP-related content couldn’t guarantee the security of sensitive information. They needed a solution that both met their security requirements, but also had the features and functionalities to bring their RFP process to the next level. 

It was then that they began their journey to improve data security and revolutionize the way they respond to RFPs. To do this, they turned to RFPIO. 

Uniting knowledge into a universally accessible content management system

Before they implemented RFPIO, the proposal team had been storing their responses in a cloud-based content management system.

While the system was equipped with an import function, it was too cumbersome to use when uploading just a handful of question-answer pairs. Instead, they relied on manual entry to add new content.

Because uploading content into the database was so labor-intensive, they often weren’t able to make time to do it—as soon as they finished an RFP, they’d already be off and running on the next one. Before they knew it, they would have a backlog of RFPs waiting to be uploaded into the system.

With RFPIO, this is no longer the case. The content management system within RFPIO is so easy to update that they’re able to ensure their team always has access to the latest and greatest information.

And the answer library is continuously becoming more robust. When they first implemented RFPIO, they had imported around 2,500 question-answer pairs from their previous content management system. After using RFPIO for just 5 months, their content library nearly doubled—and the entire organization has benefited. Thanks to RFPIO’s unlimited license model, everyone at the organization can access this rich knowledge database at no extra cost. 

“The biggest reason we decided to go with RFPIO was that we could give everyone at our organization access to the tool at no additional cost.”

Assigning tasks and managing RFP projects with proposal automation software

Before RFPIO, the proposal team managed projects using color-coded spreadsheets or documents. Each SME would be responsible for responding to questions in their assigned color. 

This system was manual, tedious, and time-intensive. Not only that, but it increased the potential for human error. “I couldn’t tell you how many times I received a finished document from an SME… only to discover they answered the wrong questions,” someone on the team explained.

Proposal automation software has totally transformed this process. With RFPIO, the proposal team first uploads an RFP in any format (including Word, pdf, and excel) onto the system.

After everything is in the system, questions are assigned to SMEs on the platform itself. SMEs then receive an email listing their assigned questions; they can then log into RFPIO and respond to the questions there, or simply respond to their email, which will automatically populate answers into the platform. 

Once they’ve gathered all the information they need, the proposal team can export the answers back into the source file or into a custom template—and any new question-answer pairs will enter a moderation process to determine whether they should be added to the library.

Responding to 16 RFPs simultaneously with a 2-person team

At the end of Q1, the proposal team received a pile of RFPs that needed to be responded to—16 to be exact. A proposal manager on the team remembered that last year, “we also had a similarly substantial number of RFPs we needed to respond to, but we had to push back.”

This year, with RFPIO, they were able to upload all the RFPs into the system, assign tasks, and collaborate with pre-sales teams located all over the world—including North America, Europe, and Singapore—to successfully submit all 16 RFPs on time.

The proposal manager clarified that the difference with RFPIO is being able to keep track of numerous projects at one time. “When we were responding to 1-2 RFPs at a time, we could keep track of everything via email and Word Docs. But there’s no way we could have responded to 16 RFPs simultaneously using a manual process. You just can’t keep that much information straight in your head.”

“The key area we’re seeing success with RFPIO is being able to handle multiple RFPs at the same time. There’s no way we could respond to so many RFPs at the same time using a manual process.”

2020 proposal software features to prepare you for the year of “access anywhere”

2020 proposal software features to prepare you for the year of “access anywhere”

It’s rare that you hear this, but 2020 was awesome. When it came to implementing new proposal software features in RFPIO, that is. And most of the awesome ideas came from you, our customers! 

Of the 1,855 submissions to our Idea Portal in 2020, we have already implemented almost half (769). Another 66 are planned or under development. 989 are still under consideration or waiting for other feature dependencies. Your feedback is integral to a better performing product. Keep ’em coming!

The following describes some of our favorite proposal software features of 2020. At the end of the article, you’ll see why 2021 is shaping up to be the year of “access anywhere” at RFPIO.

Proposal software features part 1: Project management

Automate Transfer of Intake Team to Project Team

“Intake” creates a staging area for RFP/Proposal requests where they can be evaluated in one place to make a bid/no-bid decision without using active project bandwidth. Now, the team you assign at intake will automatically carry over if the project goes active. No more re-assigning team members!

Automatically transfer intake team to project team, simplifying proposal management

Choose from More Translation Options

  • Translate entire projects or source files on-demand as they’re imported. Previously, this was only available within Answer Library or individual Q&A pairs.
  • Bulk translate content in Answer Library.
  • Retain images and formatting in translated content.
  • Enjoy a better translation review experience to verify translation quality, whether you rely on automated translation or a translation service outside your organization.
  • Try the new translation engine: DeepL now available in addition to AWS, Google, and Microsoft. You can choose your preference.
  • Experience the RFPIO user interface (e.g., menus, modals, etc.) in Chinese, Dutch, English, Finnish, French, German, Greek, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, and Swedish.

Gather E-Signatures Without Leaving RFPIO

Instead of exporting or printing out for signing, you can now collect signatures and place signature related fields on documents right from RFPIO! What’s really cool about this is that you can set a sequential signing order, on both the team and the individual level. 

After you’ve collected all your signatures (including guests), all that information flows directly into RFPIO—so you can easily check audit logs for signing activity history, including name of signer, time of activity, location, and type of activity. 

Gather e-signatures right in your proposal software

Import Markup Tracking in Microsoft Word Files 

When you’re importing long and complex proposals in Microsoft Word, RFPIO automatically generates a table of contents, so you can easily navigate up to 5 levels of sections and subsections. 

Also, we know that when you’re confronted with… let’s just call them “creatively styled” RFPs, maintaining the formatting during import can be challenging. This new enhancement makes that process a lot easier.

Easily import tables into your proposal software

Flexible Review Process at the Question or Section Level

With our new enhancements, we’ve strengthened our review functionality… which means you can get even more granular when setting up your review process.

Now, you have three options when setting up review cycles. 

  1. All — Just as it sounds. In order for this question to be marked as “reviewed”, all assigned reviewers need to sign off. 
  2. Any — Let’s say you have a go-to team of reviewers, any of whom you would trust to give the final sign-off on your content. By selecting “any”, if any one of those reviewers signs off on that content, the question is marked “review”
  3. Sequential — Need to get your immediate manager’s sign-off, before sending it up the ladder? No problem. All you have to do is set up sequential reviews, and you’re all set!

Set up advanced review cycles when managing proposals

Proposal software features part 2: Content management

Streamline Content Access Through Linked Companies

If you have reseller partners that need access to your content — or if you’re a parent company of multiple brands that need to access — then the new linked companies functionality is for you. 

It gives you the ability to grant access to your Content Library and specific collections in a completely separate RFPIO instance. That content will also be updated when you update the source file. You can enable (or disable) comments and discussions around specific content between linked companies.

Give different departments or reseller partners access to your RFP content library using the linked companies feature

Access Variable Answers Faster with Linked Content

Linked content allows similar content — variable answers to a single question or translated versions of the same answer — to be linked together and grouped for streamlined searchability and review management. You can even subscribe to specific content in the library to get notified any time there’s a change to that content.

Set 1 Source of Truth with Document Linking

This is something our customers have been asking for a long time. 

Let’s say you’re responding to an RFP, and are asked to  “please provide an example of when you’ve solved problem X.” This is a standard RFP request where you’ll want to use the same document — perhaps a case study — as your answer. 

Now, you can attach documents (e.g. docx, islx, pdf) to question-answer pairs in the Answer Library. And anytime you update the document, it automatically updates the corresponding linked attachment, establishing a single source of truth across the board.

Improve content management for your proposal content with document linking

Access Multiple Versions of a Document

Upload up to 20 versions of the same document. View the different versions of a current document as well as revert to any previous versions, a la Google Docs.

Get Help Choosing SMEs 

The SME recommendation dictionary helps you choose experts and reviewers. RFPIO will auto suggest users when assigning individual questions within a project. Assign topics or keywords to users or groups of users. This is especially helpful for larger organizations with a lot of SMEs from which to choose. It makes it easier to find the right author to own the content. 

Proposal software features part 3: Integrations

Access More Slack Functionality

We made a lot of Slack integration enhancements this year. Collaborators were already able to receive and reply to RFPIO project notifications and tasks within Slack–without having to log in to RFPIO. Now you can also:

  • Add Slack conversation content into the RFPIO Answer Library as new Q&A pairs.
  • Search the RFPIO Answer Library for answers to questions from Slack (this will help increase engagement with users who don’t use RFPIO often but are heavy Slack users).
  • Search questions, answers, and fields such as tags, collections, language, custom fields, and more.
  • Perform combination search using Boolean operators, range search, wildcard, and fuzzy search.
  • Admins can customize the number and type of results shown when others execute a Slack search.

Experience Full-Circle Project Creation and Retrieval in Salesforce

Upload files directly from Salesforce and create a project request in RFPIO. View the status of in-flight projects and retrieve completed response packets back in Salesforce. Auto-publish completed response packets to Salesforce pages. Add team members while creating projects from CRMs such as Hubspot, Pipeline, Pipedrive, MS Dynamics, and Salesforce. If you have any task assignments in your CRM, then this is a great way to add that project team while it’s being created.

Get a Head Start on the Sales Cycle with the Salesforce Proposal Builder

The new Salesforce Proposal Builder allows sales reps working Salesforce opportunities to generate proactive proposals on a self-service basis using all of the dialed-in content and templates you already have in RFPIO. This feature is included in the RFPIO Salesforce integrationGenerate proactive proposals in Salesforce, using content stored in your proposal software

Try the New Google Hangouts Integration

RFPIO for Google Hangouts allows you to receive @mentioned comments as direct messages. Search the Answer Library and view contents with a simple click. 

By integrating proposal software with Google Hangouts, you can receive @mentioned comments as direct messages.

Get Chat Endpoint API Enhancement

For those concerned with compliance, you can now pull all of your RFPIO chat conversation data into whatever 3rd-party location you prefer, from security to archival systems.

Proposal software features part 4: Business intelligence/reporting

Create Custom Reports & Dashboards

Improve how you analyze your data and make informed decisions. New reporting features include charts, tables, grouping, and aggregate functions. The dashboard provides an effective way of organizing reports in a single page with a combination of charts and tables. New improvements include date field calculations, daily/weekly/monthly scheduling, auto-delivery of reports, and more! 

Use proposal software to create custom reports and dashboards

Visualize Data on Your Platform of Choice

If you use Tableau or other data visualization solution, you can now pull RFPIO custom configure paths for metadata between RFPIO and 3rd-party or homegrown reporting tools or BI systems.

2021: Introducing the year of “access anywhere”

If you thought 2020 features were good… wait until you see what we have in store for 2021!

2021 will be the year of “access anywhere”. In short, that means we’re going to be releasing features that makes it easy to work on projects and search for RFPIO content… from wherever you might be. This includes things like offline mode, a new-and-improved RFPIO Lookup, and more!

Contact us to learn more about these new proposal software features, and find out how you can take advantage of them.

Why you need a growth mindset and more time to learn

Why you need a growth mindset and more time to learn

Whether your purview is proposals, products, relationships, or processes, business life cycles continue to accelerate at a breakneck pace. It’s extremely exciting. Heightened levels of technology, innovation and disruption create new markets and revenue opportunities seemingly out of nowhere. Alas, in all of our hustle and bustle to keep up, it’s all too easy to sideline time for personal growth. Unfortunately, if we continue to do so, we risk losing what makes us all so valuable as workers, executives and entrepreneurs: ourselves. 

According to a survey conducted by Professor Boris Groysberg of Harvard Business School, many executives estimate that 20% of their skills become obsolete annually. That estimate is twice what it was ten years ago. Thanks a lot, technology. And email. And meetings. And Zoom. And ends of quarters. And my underlings. And my overlings. And my family. And Hugo (my dog). Work and life consume time faster than we think. Sometimes our drive to succeed can cause us to forget to pull over for gas. We need to make time for rest… and growth.

You grow some. You learn some.

I first heard of two types of mindsets by reading psychologist Carol Dweck. Permit me to oversimplify by saying that a fixed mindset is afraid of making mistakes, which results in shying away from challenges and new experiences. A growth mindset embraces mistakes and failure as the gateway to learning and discovery. It makes learning, not perfection, the goal. 

Take the microsite of a marketing campaign, for example. A fixed mindset wants to build the site with X amount of pages, Y functionality, and Z videos, graphics, and interactivity. Until the site checks every item on the XYZ list–which was likely composed by disparate stakeholders concerned only with how their product is presented–then developers will continue to try to hit an unrealistic target. This binary thinking that seeks black and white answers in a grey world hampers growth, sabotages innovation, and stifles creativity.

A growth mindset goes live with an MVP: minimum viable product. Get the basic design up and running, then let marketing do its work. Analyze heat maps. See where people are clicking and where they’re getting stuck. Dig into site visits and behavior to find areas to optimize. Let sales work its magic. Invite customers to give their input. Keep what works. Rejigger what doesn’t, or rethink whether you need it at all. Build and learn and you’ll find that the website looks and performs much different than the original XYZ design. It also provides flexibility to solve those disparity challenges that submarined the fixed mindset XYZ approach.

Be afraid of fear

Step one: eliminate fear. Failure is nothing to be afraid of. Ask Michael Jordan. He said, “I’ve missed more than 9,000 shots in my career. I’ve lost almost 300 games. Twenty-six times I’ve been trusted to take the game winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.”

A great place to start is by asking why. Pause and ask questions before making a decision. Before leaping to a “yes/no,” “good/bad,” or “right/wrong” answer, seek more information. Ask why a lot. Why were decisions made? Why did we lose? Why did we win? Why are we at this juncture? Why is this relevant now? Why am I still giving you examples of “why” questions? (Just checking to see if you’re still reading.)

Your ultimate goal is to be eager to fail because that’s an opportunity to learn. To get there, you only need one thing: time. Not as easy as it sounds.

Time management is a huge part of inhabiting the growth mindset. Build time in your schedule for learning. If you can’t do it every day, then do it every week. Make sure every direct report does the same. Learning time is too easy to sacrifice. No, it’s not client facing. No, it’s not problem solving. No, it’s not filling out your TPS reports. It’s more important than all of those because of math (everything always boils down to math). If 20% of skills become obsolete every year, then in five years without learning, what skills are left? Failure doesn’t sound so scary now, right? 

You cannot squeeze creativity out of people. Creativity needs space. Virtual environments can be tough because we’re cramming more into the day and not taking the time to walk with colleagues for coffee or lunch or…walks. You need rest and breathing space built into the day and its deadlines. 

Fear’s gone. Now what?

Feed the mindset. If learning and growth are not encouraged, then they might as well be prohibited. Every organization needs to set its own growth mindset parameters. For some, it may involve formal accreditation and advancement. “We’ll pay for you to get your MBA so you can become a VP.” In others, it may involve encouragement by leadership to add DNB (do not block) into your schedule. Find conferences, courses, podcasts, and whatever and block off time to do it. Don’t do yourself the disservice of multi-tasking while doing it.

At RFPIO, we take the growth mindset to heart. RFPIO is a place to manage company knowledge, after all. Why not manage your growth mindset knowledge on it? It’s a place where you can learn about the company, the story, the product, the mission, and the solutions. It breaks down silos between individuals, teams, and departments, by democratizing knowledge across organizations—making it easy to sharpen your skills and expand your knowledge.

If you’re looking for inspiration on how to keep growing, then I also recommend joining our user conference this year. It’s January 27-28. It’s virtual. It’s your chance to Realize Imagine Scale Expand and Unlock Potential (RISE UP). And it’s going to be fantastic.

Unlocking your team’s potential is affording them the freedom to learn and fail. If we don’t fail, then we’re not trying hard enough. It takes trust and acceptance in learning. There’s more than one way to do things. Identify where you’re going and educate yourself how to get there. Most importantly, make time for what matters most. 

Sometimes it’s work. Sometimes it’s family. Sometimes it’s peace. Right now it’s Hugo. Time for a walk.

How to clean up your RFP answer library with a 3-step content audit

How to clean up your RFP answer library with a 3-step content audit

Hello, 2021! A new year means a fresh calendar, a new set of New Year’s Resolutions to break, and, of course, re-learning how to write the date. And, I don’t know about you, but this year I’ll be scratching out “2020” with particular relish.

Saying good-bye to 2020 also means putting your disorganized, cluttered content library behind you. It’s time to show your RFP content who’s boss. And, yes, a healthy content library does more than just keep you sane. It also streamlines your RFP response process. Note that I say “RFP”, but I really mean any kind of complex questionnaire… RFIs, Security Questionnaires, DDQs, VSAs, you name it.

If you’re already working with RFP automation software like RFPIO, a healthy answer library means answering 70-80% of your RFP with one click (hello, Auto Respond!).

Even if you haven’t upgraded to RFP automation software yet, refreshing your content library means you can bring relevant content to your fingertips and respond to a vast majority of RFP questions at the drop of a hat.

The good news is that an RFP content audit isn’t nearly as scary as it sounds. Read on to learn how to conduct your content audit in just three steps—and kick 2021 off with your fastest RFP response yet.

RFP content audit step 1: Complete an ROT analysis

ROT stands for “Redundant, Outdated, and Trivial”. A smooth-running live RFP answer library only contains the most recent, relevant, and accurate information. That means your job is moving redundant, outdated, and trivial content into an archived folder.

Redundant Content: Duplicate and/or similar content. If you’re using RFPIO, run a duplicate report on questions and answers, and click on “View Similar Content” to find comparable responses.

Outdated Content: Expired or sunset content. Isolate any content not used in the last year (let’s call that “expired content”) using the Advanced Search function in RFPIO. Then, identify content from products, services, and solutions that are no longer relevant (we can call that “sunset content”) using tags and/or product names.

Trivial Content: Deal- or client-specific content. Identity trivial content by searching for specific client names.A step-by-step guide to completing a content audit in RFPIO

RFP Content Audit Step 2: Move content out of your active RFP answer library

Once you do your analysis, you’ll want to move that content out of your active RFP answer library.

You have two options:

Option 1: Delete it (scary)

Only delete content that you’re sure you’ll never, ever need again. There’s no turning back from deleted content.

Option 2: Warehouse it (less scary, and my preferred method)

Isolate your content and store it in an RFPIO Archived collection. If you’re not using RFPIO, make sure warehoused content is stored in its own location so it doesn’t get confused with your live content.

You can still access warehoused content. You’re still able to bring it into a live project, update it, and push it back into the active RFP answer library. If you ever find out you need a piece of content that you’ve archived, you don’t have to start with a blank page.

RFP Content Audit Step 3: Set up owners and review cycles

All content in your RFP answer library should have an assigned owner. The content owner should be the Subject Matter Expert (SME) who is responsible for the accuracy of the answer.

You should also add a moderator, who is responsible for giving the final “white glove” review. The moderator should apply editorial standards to each answer that comes through, ensuring everything that is pushed to the live RFP answer library is polished.

How often should you conduct a review cycle?

Well… that depends on the content.

For corporate content, I recommend conducting a review cycle every 90 days. Corporate content refers to any content relating to the company as a whole, like number of employees, revenue, mission statements, etc.

For product content, conduct a review cycle every 6-12 months, or anytime a product release occurs. Product content refers to anything related to specific product features or functionalities that change over time.

As far as evergreen content… you might be surprised to learn it isn’t quite as evergreen as you would imagine. Evergreen content is the core content you use to complete most of your RFPs, and you should still review it once every 12-24 months.How often should you conduct a review cycle? It depends on the content.

A healthy RFP answer library creates benefits across your entire organization

As you’d expect, a healthy RFP answer library enables your proposal team to quickly complete RFP responses—answer 70-80% of a proposal with a quick click using “Auto Respond”.

When you can automatically respond to those commonly-seen questions, that means that your team has more time to focus on tailoring each response to your customers’ specific needs.

A healthy RFP answer library also makes life easier for your SMEs—as I explained in a previous blog, the number one rule of working with SMEs is respecting their time.

When you keep your answer library impeccably clean, your SMEs don’t need to verify content outside of scheduled review cycles. They’ll have more time to focus on their other job functions, and you’ll have an answer library full of the most accurate, up-to-date content. Everybody wins

You may think that auditing your RFP content is just a luxury of enterprise companies. I’m here to tell you that anyone and everyone can (and should) regularly audit their content, regardless of whether your team has one person, or 100.

If you’re working with a one- or two-person team, follow the steps above to keep your content fresh. Make sure your SMEs understand which content they’re responsible for, and get in the habit of updating content at the appropriate time.

If you’re a larger team, hire a dedicated content manager whose sole focus is keeping your RFP answer library healthy.

Show your RFP content (and your RFP response process) who’s in charge

You have the tools to complete a successful RFP content audit. It’s time to put your newfound skills to the test!

If you get stuck along the way, check out my webinar below. I’ve demonstrated my step-by-step process for conducting a content audit in RFPIO.

For those of you not using RFPIO to automate your RFP response process, but want to learn more, schedule a demo! Someone on our team would be more than happy to show you the ins and outs of the platform, and see if RFPIO makes sense for your process.

Here’s how RFPIO celebrated the holiday season, 2020 style

Here’s how RFPIO celebrated the holiday season, 2020 style

This year’s holiday party was a little different than usual. For one thing, I spent the entire time sitting alone in my living room, staring at my computer. For another, I showed up in leggings.

And yet, it was a roaring success. Even though we couldn’t have our holiday party in person this year, it was still a hit, receiving accolades from employees like, “super fun holiday party!!!!” and “BEST. PARTY. EVER.”

After kicking off the festivities with a few words from our fearless leaders, we hopped right into the fun stuff.

We started by breaking into three separate activity tracks: painting, cocktail making, and virtual escape room-ing. Then we reconvened for some holiday trivia and a special performance from our in-house rapper (Kendall—you’re a star).

Keep reading to see what we did to keep that feeling of togetherness alive, despite not actually being physically together.

Holiday Activity 1: Sip & Paint

After breaking off of the main group, about a third of the company poured themselves a glass of wine, pulled out their paintbrushes, paint, and canvases, and got to work on their masterpieces.

An artist entertainer from Bottle and Bottega gave everyone live remote instructions on how to paint their landscapes, and in just about 45 minutes everyone had finished—and wow-ed the rest of us with their artistic ability.

Holiday Activity 2: Cocktail Making Class

 

We invited Portland Whiskey Guardian Hannah Scollo to lead the team through a cocktail making class via Zoom! Everyone had the opportunity to make three different cocktails—The Lion’s Tail Classic, the RFPIO Holiday Lion’s Tail, and Angel’s Rye Daiquiri. If you’re interested in trying these out on your own, here are the recipes!

Lion’s Tail Classic
2 ounces bourbon
4 dashes Angostura bitters
½ ounce fresh lime juice
½ ounce simple syrup
½ ounce allspice dram
Shake, strain, serve!

RFPIO Holiday Lion’s Tail
2oz Angels’ Envy bourbon
.25 angostura bitters
.5 Clear Creek Cranberry liqueur
.5 lime juice
.75 2:1 Turbinado sugar to water syrup
5 drops vanilla bean saline solution (10g hot water to 1g vanilla sea salt)
Shake, strain, serve!

Angels’ Rye Daiquiri
2oz Angel’s Envy Rye
.75 Raw sugar syrup
1 oz lime juice
Shake, strain, serve!

For more Angel’s Envy whiskey fun, follow Hannah on Instagram @pdxwhiskeyguardian. Cheers!

Holiday Activity 3: Virtual Escape Room

We worked with Green Hat People to set up a virtual escape room for the rest of the team.

The premise: A hacker has locked your company files. Can you unlock them in 45 minutes? But the hackers are not motivated by cash, their agenda is more philosophical. If you and your team can prove your worth, they might relent!

Luckily, all four of our escape room teams managed to prove their worth and won the files back from the hackers.

Holiday Activity 4: Holiday Trivia

After everyone finished their activities and reconvened in the main room (those who had attended the cocktail class were a bit giddier than usual), and we proceeded to the next activity. We used sli.do to facilitate our 30-question holiday trivia activity.

We asked questions like, “What year did Santa Claus first appear in a Coca-Cola ad” (1931) and “Do Americans buy more fake Christmas trees or real Christmas trees” (fake—a big disappointment to those of us based out of Oregon).

Holiday Activity 5: #RandomActsOfKindness

Last but not least, we wrapped up the holiday season with some giving.

First, we donated $25 for each person who attended our cocktail-making class, equalling a $675 donation to a family in need through the Christmas Family Adoption Foundation.

But we decided that wasn’t quite enough… so we decided to also raise money for charity through an employee-driven #RandomActsOfKindness initiative.

Employees posted their #RandomActOfKindness in our internal Slack channel; for each act, RFPIO donated $10 to charity—adding momentum to the movement.

RFPIO employees got very creative with their kindness, doing things from donating food to the food pantry, giving plants to neighbors, donating to charity, and handing out food and other supplies to the homeless.

Through this initiative, we’ve raised an additional $100 for charity, splitting the proceeds between the Christmas Family Adoption Foundation and GlobalGiving’s initiative to Transform Outcomes for Children in India.

And that’s a wrap!

I may be biased, but this was easily one of the best holiday parties I’ve ever been to. We definitely couldn’t have done it without our party organizing extraordinaires, Bonnie McDougal and Kelsey McFarlane.

But we also couldn’t have done it without such a great team. I think I speak for everyone when I say I’m grateful to work alongside so many supportive, helpful, kind, and hilarious people, who both take their work seriously… and also like to hang out and have fun.

With that, the team at RFPIO wishes all of you a wonderful holiday season and smooth slide into the new year.

P.S. If cocktail making and virtual escape rooms sound like your cup of tea, we’re hiring!

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