TrustRadius Insights for Responsive are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Import/Export Feature: Users have found the import and export functionality to be invaluable, saving them a significant amount of time and enabling easy exporting of pre-formatted content. The flexibility of exporting into native formats or customized templates for Word, Excel, and PDF has been highly appreciated.
Auto-Response Feature: The auto-response capability has received high praise from users as it greatly reduces the manual effort required to respond to questionnaires. Reviewers mentioned that the system can automatically generate responses based on past answers, becoming smarter over time and handling a substantial percentage of the responses.
Keyword Field Mapping Functionality: Reviewers have highlighted the value of the keyword field mapping feature. It allows users to seamlessly map fields into their desired export template and responses, resulting in customized responses without additional effort. This functionality has proven particularly useful for mapping salesperson information, client names, and client nicknames.
We use Responsive tool for responding to RFXs and security questionnaires. The acts as a data repository for the RFXs which helps us to retrieve the appropriate response from the previous RFXs. In addition, the latest addon AI capability helps us to respond the RFXs automatically by using OpenAI. This feature helps us to draft the response which can be modified as per the question.
Pros
Data repository with key word search
AI regenerative response creation using various controls
Data segregation as per the projects
Auto mapping of questions and answers by reading excel sheet while uploading Q&A pairs
Cons
Project management setup process needs to be optimized
AI data model needs more training to increase accuracy
UI can be improved
Likelihood to Recommend
I recommend Responsive tool to other organizations, as it optimizes their internal RFXs process. All the RFXs activities can be tracked in tool which helps organizations. It has excellent data repository with filters to retrieve the desired response. New AI features makes the tool more attractive as it creates the content as required.
VU
Verified User
Executive in Marketing (Information Services company, 1001-5000 employees)
No RFP that we respond to is the same! Just like snowflakes! RFPIO has made our proposal process seamless! We are able to put out twice as many proposals in half the time that it used to take us! We love RFPIO and we love the support of their team! Our favorite tool is the resource library!
Pros
Resource Library.
Support of their Team.
The review step!
Cons
Formatting and Exporting.
Font Matching to Templates.
More Level of Admin Rights.
Likelihood to Recommend
We use the tool in a little different way than most, and it is very convenient. I see no room for change overall!
VU
Verified User
Manager in Marketing (Marketing & Advertising company, 11-50 employees)
Our proposal team is using the Answer Library extensively to find answers to proposal questions. Other departments do not use it. RFPIO addresses the business problem of finding information efficiently and accurately. We have done extensive work in the Answer and Documents libraries to organize and sort the information. RFPIO customer support personnel have pitched in and provided hours of assistance as we socialized the tool.
Pros
Promotes easy searches
Stores and organizes information effectively
Enables RFPs to be answered efficiently if they are in an Excel format
Automates review cycles
Cons
Projects (in MS Word) are difficult to run in RFPIO
Graphics and text boxes are not always working correctly
Some of the functions are hard to locate
Likelihood to Recommend
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.
VU
Verified User
Professional in Marketing (Hospital & Health Care company, 201-500 employees)
We use RFPIO for RFPs and for security assessments. Our users are sales and IT.
Pros
Great collaborative tool
Great way to access information easily
Easy to learn
Cons
Importing complicated Excel and Word can be very time consuming
Sometimes after exporting it takes time to clean up documents
Likelihood to Recommend
Very good to look up information and to also input new questions and answers. As stated before it is sometimes easier to work outside of RFPIO depending on the complexity of how the project is designed. It is a great collaborative tool when we need multiple people to work on various questions in RFPs.
RFPIO is currently a product that we use throughout different departments, roles and functions throughout our organization. It is leveraged most heavily by both our sales and marketing teams across the nation.
The problems that it continues to solve for us as a rapidly growing company are the consolidation of our national resources and the ability to efficiently collaborate and share information/resources with other teammates. This tool has revolutionized our entire RFP response process and given us the ability to be more strategic, efficient and effective.
Pros
Live collaboration - the ability for multiple experts to simultaneously work on the same RFP.
Artificial intelligence - the ability for the product to continually learn what the best answers are and serve them up to our teams.
Dynamic branding - the ability for custom brand different templates by vertical, line of business, local branding, etc. with seamless transition.
Content review & moderation - the ability for our national content team to bulk review, edit and share content with our teams in a methodical way.
Cons
Teams Integration - I wish that the Teams integration was a bit more robust.
Likelihood to Recommend
RFPIO is suited for many scenarios. You can use it to arm your sales team with content and answers, you can use it for proposals and you can use it as a content management system. The uses of the system are truly endless! Think outside of the box because you can creatively leverage the system to serve the needs of many teams within your organization.
We use RFPIO to manage our RFP questionnaire responses. We have a large, geographically dispersed sales organization with centralized support. Additionally, we have several Subject Matter Experts (SMEs) to assist in responses.
Initially, we import each questionnaire from excel, word, or PDF. From there, our RFP team answers each question and/or submits to a SME for further assistance. As sections are ready to be reviewed, they are assigned to the sales person for the account. Once everything is approved, it is exported from the system and formatted for submission to the prospective client.
RFPIO has reduced the time from RFP request to response significantly. It has also helped us to better engage our sales team and SMEs in the RFP process. Overall, we are extremely happy with our decision to purchase RFPIO.
Pros
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.
Cons
Answer library creates unique records for each Q&A for each RFP. This means if you use an auto-generated answer from an exact matching RFP you end up with two records. This creates some unnecessary admin time on the back-end to merge duplicates. And during high-volume RFP seasons this work likely just isn't getting done.
Salesforce integrations only available for SF Enterprise users, which wasn't made clear during initial sign-up so we had to get a refund after the fact.
No custom roles settings which would be extremely helpful for our team, as a sales user doesn't need to see the same things as an RFP team user or a SME.
Likelihood to Recommend
RFPIO has helped us take our RFP response process to the next level. Our first level of RFP management was a searchable Google doc, then we migrated to an online RFP response tool. After three great years, we inevitably outgrew that tool and migrated to RFPIO. It has really been a game-changer for us. I would say RFPIO is appropriate for anyone who writes or reviews RFP responses or security questionnaires.
