DialSource helps customer-facing teams have better conversations. DialSource is an enterprise software company that provides software to businesses to make, receive and manage customer-facing communications. DialSource’s applications for Salesforce and Microsoft Dynamics CRM are designed to automate recurring sales and service tasks, eliminate manual activity logging and streamline CRM management; while…
N/A
Responsive
Score 7.9 out of 10
N/A
Responsive (formerly RFPIO), headquartered in Beaverton, offers their proposal management and automation software, featuring import and export, proposal knowledgebase and answer library, evaluation intake forms, and project management tools (e.g. Gantt chart) associated to proposal tracking.
N/A
Pricing
DialSource
Responsive
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
DialSource
Responsive
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Required
No setup fee
Additional Details
Please contact us to learn more and review pricing options for your organization.
—
More Pricing Information
Community Pulse
DialSource
Responsive
Features
DialSource
Responsive
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of Product A and Product B
DialSource
-
Ratings
Responsive
7.4
17 Ratings
8% below category average
Proposal branding
00 Ratings
8.011 Ratings
Proposal templates
00 Ratings
5.014 Ratings
Proposal content library updates
00 Ratings
9.017 Ratings
Guided proposal creation
00 Ratings
8.09 Ratings
Searchable proposal database
00 Ratings
7.017 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of Product A and Product B
DialSource
-
Ratings
Responsive
7.4
17 Ratings
9% below category average
RFP management & response
00 Ratings
8.017 Ratings
Proposal collaboration & approval
00 Ratings
8.016 Ratings
User permissions/proposal editing controls
00 Ratings
9.016 Ratings
Sales proposal workflow
00 Ratings
6.011 Ratings
Proposal automation user interface
00 Ratings
6.016 Ratings
Proposal Delivery
Comparison of Proposal Delivery features of Product A and Product B
A software that I highly recommend. We all managed to learn how to use it and in a short time we were already increasing the number of daily calls handled. Customers also increased and the performance of the agents increased by 100%, and that is why we did not change our call software.
1. RFPIO is perfect for searching for specific information when you are responding to an RFP. Search engine is powerful. We narrow our search using several customized filters and know we are getting a thorough search. 2. Excel responses work very well in RFPIO. 3. Typical RFPs that are formatted in Word are challenging to run via RFPIO. We struggle with this. 4. We have yet to master the template.
It is very useful; all the information that throws in detailed reports, management, and performance of the trainee staff, as we can notice their failures and correct them.
A very easy to use software, it is very intuitive and dynamic, which makes the learning curve is fast.
It also serves to monitor the activities of the staff already working and closely supervise the work of all agents: remote and local.
Reporting and Analytics is basic, you can purchase advanced analytics though
It would have been nice to have a set structure in mind or a example/case study to structure our responses in the most appropriate way, but we are working through that with their stellar support team
UI is friendly. Basically that alone is enough to renew because it is easy to use and gives accurate and fast results. The effective cross collaboration from other colleagues in my organization also makes for this tool to be extremely effective. Now that I understand how to use it, I can also easily train others on how to use it effectively.
If I have an issue with the interface between Salesforce.com and Dialsource, usually the Support team is reaching out to me to let me know the connection between the two programs has been altered or disconnected before I even get a chance to realize it myself.
The team at RFPIO is extremely responsive. If I email our account manager or report a bug, I usually hear back within two hours. Additionally, they are quick to make software adjustments based on customer requests and needs. We had a really complicated Excel sheet that their team ended up having to upload for me because of the amount of manual work I was doing. Based on that, they updated the software within two release cycles to make the process more automated, so that future Excel uploads would be more streamlined. I have also had several suggestions implemented rather quickly, and they don't hesitate to reach out for clarification when needed.
RFPIO has outstanding, responsive, helpful customer support located in the US in Oregon. Support techs go the extra mile to help with basic issues and functionality training. Same-day support response and problem resolution are the norms. The system is also very user-friendly and very easy to navigate. Their Answer library is simple and far less complex than Qvidian/Inland. Little to no learning curve.
We feel that this software fulfills all its purposes, which is to get closer to our customers and that our agents can attend each call efficiently, achieving excellent communication with our buyers. This has allowed us to increase staff performance, productivity and above all sales.
I don't have access to the actual ROI data, but we would continue to invest in RFPIO as a company only if it were providing us with the results to win RFPs.
RFPIO makes the task of filling out RFP responses much faster for me.
RFPIO helps our team be able to divide out RFP chores easily, because we know we all have access to the same high-quality source for information.