Proposal Management
This RFP could lead to the biggest deal of the quarter — maybe the year. It’s a huge opportunity, but you’re wrestling with one big, lingering question: How will we ever finish this on time? After all:
- Your RFPs require complex, lengthy proposals, maybe in the hundreds of pages
- You're spending hours searching for or creating an appropriate template
- You're managing internal and external parties, all contributing key content
- You're wasting time tracking e-mails, revisions and contributors
- You're scrambling to integrate and review all the pieces before deadline
SpringCM's Proposal Management Solution is a simple, affordable, on-demand service that manages the people, content and deadlines for your proposals. There is never any hardware to maintain, software to install or upgrade fees to pay. And you get up and running in days, not months. Streamline the entire process — from RFP through routing, approval and on-time delivery — with SpringCM's Proposal Management Solution.
- Reduce your cost to respond to proposals by eliminating unnecessary travel, improving efficiency and reusing best practices documents instead of reinventing the wheel
- Free valuable time by locating approved proposal templates quickly and effortlessly
- Increase efficiency by coordinating multiple internal and off-site parties with one easy-to-use solution
- Streamline the process by routing final draft proposals to sales reps, engineers, Legal and Finance
- Enhance compliance with full audit trails of all document actions
- Meet deadlines without stress by setting timeframes for each contributor
- Increase project win-rates by providing clients with an electronic method to view and comment on proposals
- Focus resources effectively by prioritizing key proposals automatically
- Improve project success and user adoption with an intuitive, configurable application
- Gain faster ROI by using on-demand software to remove the hassle of expensive hardware, software and maintenance fees
- Manage all proposals and processes in one easy-to-use solution
- Coordinate proposal response across geographically distributed teams and business partners
- Easily manage changes with version control
- Search previous proposals for best practices clause
- Track proposal workflow steps effortlessly with automated e-mail alerts
- Ensure that internal review processes are followed
- Identify bottlenecks in current processes to enhance productivity
- Grant clients access to SpringCM to view the final, approved proposal
- Ensure confidentiality of all documents and processes
- Get more out of your salesforce.com deployment with SpringCM's Proposal Accelerator for Salesforce.com Click to read more
- A Proposal Library that serves as a central, secure repository of standard proposal templates and best practice clauses
- Full document management functions like Check-out and Check-in, version control and collaboration
- Automated Document Customization and eForms to automatically populate key fields in proposals
- Fax- and e-mail-addressable folders streamline communication and create a single, unified project folder
- Integrated Routing and Approval Workflows facilitate the editing and approval process
- Easy-to-use security settings prevent unauthorized access to documents
- Complete auditing of every touch-point in the proposal process enhances compliance
SpringCM offers Web services-based integration to easily integrate proposal management with your existing portal or CRM platform.
Proposal Accelerator for Salesforce.com
Built upon the SpringCM platform, the Proposal Accelerator for Salesforce.com tightly integrates SpringCMs comprehensive proposal management capabilities into salesforce.com. All proposals and RFPs stored in SpringCM are displayed with the appropriate deal in salesforce.com. Key proposal fields can be automatically generated based upon values in a salesforce.com deals. Integrated SpringCM workflows can automatically update values in salesforce.com based upon the proposal status. The result is seamless proposal generation, approval and delivery - all accessible from within the industrys leading on-demand CRM platform. Learn more about SpringCMs Proposal Accelerator for Salesforce.com
"Everyone who's used SpringCM has been struck by how easy it is to use. Simply put, SpringCM has enabled us to compete on a level playing field with much larger organizations and do it cost effectively. It just works for us - what more can I say?"
- Michael Hronchek, FD Capital, LLC
"For our purposes, SpringCM has the best and most comprehensive service I've seen - and we're not even using all the capabilities yet."
-Peggy Ford, Avon
