RFPIO expands professional services offerings

Leading RFP Response Management Software Provider Launches Complete Set of Services to Help Customers Quickly Transform, Optimize and Integrate RFP Processes


BEAVERTON, Ore., October 23, 2019 – RFPIO, the leader in cloud-based RFP response management software, today announced that it has expanded its professional services offerings to give customers the comprehensive set of services they need to quickly transform RFP processes and take full advantage of the RFPIO platform. The expanded offerings include onboarding and training assistance, best-practices reviews and audits, general professional services hours customers can use as needed, and custom API integration and developer services.

“The guiding principle behind our professional services offerings is to focus on what our customers need to be successful, whether its implementation assistance and training, custom development or ongoing optimization,” said RFPIO’s Co-founder and Executive Vice President of Customer Success, AJ Sunder.  “By tapping into our team’s skills, expertise and knowledge of proven best practices, customers of all sizes can shorten the time to ROI and take full advantage of our platform’s capabilities.”

RFPIO’s professional services including the following:

Onsite Onboarding/Training – Successful technology deployments start with user buy-in and education. To that end, RFPIO offers on-demand and onsite training programs that speed up onboarding and educate users about the platform’s functionality and proven best practices. Custom onboarding programs can be designed for large organizations involving multi-discipline teams. Every RFPIO customer gets a named Customer Success Manager to coordinate training programs and other services.

Best Practices Review/Process Audit — RFPIO Professional Services delivers the strategic guidance customers need to ensure they are following proven best practices for RFP response management across their organization. Through process audits and reviews, customers can identify and eliminate process bottlenecks or discover ways to use limited subject matter expert (SME) time more efficiently.

Staff Augmentation – Successfully implementing an RFP response solution can require labor-intensive up-front work to go through large amounts of existing content to check for duplicates or conflicting information, create section templates and generate reports or dashboards. When customers lack the necessary resources internally, RFPIO can provide a pre-set amount of professional services hours that customers can use as needed whether it’s cleaning up and curating content, migrating proposal-ready content into the RFPIO Content Library or building brand-consistent templates.

Developer Support — RFPIO’s API gives customers the ability to access RFPIO data from homegrown customer relationship management or other business applications where no pre-built integration currently exists. In cases where a line of business such as the sales or marketing organization lacks appropriate software developer resources, RFPIO Professional Services can fill the void with developers well-versed in RFPIO integration and also can provide a range of custom development services.

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