Responsive vs. Salestools.io (discontinued)

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.

Incentivized

Salestools really helped us set up a predictable pipeline and helped us scale our sales efforts. Before we did manually prospecting looking for customers using Stripe and then researched leads and build campaigns. With the Auto Prospector® I managed to do this 100% automated; we grew our business rapidly with Salestools. No data provider is 100% accurate neither is Linkedin and I must say Live Data® from Salestools is as good as Sales Navigator.

• Import/export - the configurations during import and export are invaluable. This saves us so much time during export with the amount of things we have pre-formatted. Additionally, this tool can handle export into native formats OR customized templates for Word, Excel, and PDF. This means we can export into Excel from outside tools, as well as utilize client/broker formats when needed - without minimal copy/paste (RFP friends... can I get an amen??)
• Auto-response - once a questionnaire is uploaded, the system can auto-respond based on past responses. It gets smarter over time as more responses are in the system. We find this picks up 25-40% on the low end and 90% on the high end (especially when we are responding to the same broker or consultant who has their preferred template)
• Keyword Field Mapping - the system allows you to map fields into your export template as well as your responses. The system auto maps these when exporting. We use this feature a lot to map salesperson info (custom fields for the stuff we want on the cover sheet/letter), client name, client nickname (the company, the client, the City, the County, etc.). This makes it easy to have customized responses without extra effort on our side.
• Guest Question Authors - the system allows you to send single questions to guest users easily so that they can answer via a web browser on a computer or laptop without signing in. I also particularly like that I can track it as a comment which helps me go back later and find my open items.

• Create automatic follow-up processes in Pipedrive based on deals created.
• Be able to add prospects along the way when creating deals in the CRM.
• Be able to integrate efficiently with CRM Pipedrive.

Incentivized

• For questions that contain generalized words, the ability to pinpoint better responses with AI.
• As an end user, I always start with the Answers tab. It would be nice for RFPIO to open on the Answers tab, because I always go there first (learn my preferences).
• It would be nice to have guided paths the first time I open after new enhancements have been added.

Incentivized

• The company has a global focus, their revenue numbers on companies at first was weak but recently I have seen an improvement that gets closer to D&B levels and if they can improve radically there it is a huge plus.
• I love IT Budgets, they started to roll it out, wish I had that earlier.

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.

Incentivized

The response time and attitude from the RFPIO team is extraordinary. I always feel like I am their only customer - that's how exemplary their customer service is! When we have a suggestion, it is addressed and escalated - ultimately it is resolved to meet (and exceed!) our expectations. The RFPIO team works collaboratively with us, coaching us on new features until we can use them with confidence. Webinars. User conferences. Clear and useable communication. Every method of "training up" is leveraged so that users can feel comfortable and are successful using the tool. AMAZING!

Incentivized

We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.

At the time, three years ago, we evaluated Loopio as an alternative to RFPIO. Loopio didn't have the same resources as far as dynamic branding, content segmentation ability and was less price competitive than RFPIO. RFPIO also has an unlimited user model where you are not charged per user like many other RFP automation solutions. This makes the price much more scalable and also allows for creative engineering as far as use of the system

Incentivized

We have been trying KLENTY mainly, however, the Prospector of Salestools.io is quite superior. For both cases, the preparation of campaigns are not as easy as it sounds, but as soon as you do the first, it will be easier for your business. Salestools.io has a better and easier interface and the webpage is superb. If you are looking just for follow-up, PLENTLY with doing, but if you need to find a prospect, Salestools.io is the service you need.

Incentivized

• Our response time has gone from 2 weeks, to around 24hrs of addressing an RFP
• We have seen considerable savings with reallocated headcount and reduced effort spent on other critical areas
• Our previous process had a blind spot when it came to visibility. Now we have 100% visibility across the organization.

Incentivized

• Very negative ROI. We burned high-value contacts that were wasted on bugs, problems, and week-long delay in support responses.
• Management is dishonest. As a business owner and entrepreneur that wish was told this before becoming a Saesltools.io client: Stay away.