Vote 100  points

Melissa Scruggs

RFP Builder in Salesforce

Salesforce Platform, Administration & Sharing, Database Services, User Experience

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My company puts together large RFP's for our customers that are up to 3" thick binders. It would be so much easier (and greener!) if we could save RFP responses in Salesforce, track which customers contacts are sent RFP's, and build our RFP responses in Salesforce. Much like content they could search for responses, promote a response, and drag and drop to build an RFP. Even have a compeitor area that would allow them to search for known responses that address differentiations when that compeitior is also submitting a response. Last step - Hit a button to submit for approval for management to review. This application would save us countless personel hours and allow our sales team to build their BEST RFP! 

3 years ago · 9 Comments ·Merge Idea · Report Abuse

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