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Does someone have to be a user in responsive to submit an intake?
With SFDC, does someone have to be a user in responsive to submit an intake
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Salesforce integration
Who all has integrated Salesforce with RFPIO? What actions are you performing in SFDC?
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Consume AI from RFPIO to answer our RFPs
The company I work for already has a good information database in RFPIO and it is a source that we use too much, however, we are in a project in which we are validating if we can consume different sites to quickly respond to our specifications, mainly through AI technology, my question is: Could we consume RFPIO through…
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Salesforce Case Statuses for Managing Gate Decisions
Hello, we're implementing a new intake process in Salesforce (which we'll likely later integrate with our RFPIO instance) and I'm stuck on defining the status options for the RFP case. Once the case is submitted, it will hit the RFP Manager queue for the gate (bid/no-bid) decision before being assigned to either an RFP…
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Included Add-Ons in Responsive!
Are you curious about unpaid Add-Ons that you may to enable for your instance? Check out this help article that lists the free add-ons and if they need to be enabled by your CSM! Want to see a list of paid Add-Ons you may want to invest in? Take a look at this list and contact your AM if you're interested in a demo!
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New Course Alert... LookUp for Microsoft Teams!
We all know how great LookUp is when connected to Slack but what about Microsoft Teams? Check out our NEW University course on LookUp For Microsoft Teams.
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How long did it take for your organization to integrate Responsive to SFDC
Our organization wants to integrate Responsive to SFDC, how long did it take for your org to do this? Was the integration easy/hard?
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What is a best workflow if you want to use the Salesforce intake function?
Trying to get some ideas flowing of how others use the intake functionality with their sales and proposal teams.
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Salesforce Integration (SFDC) Coffee Chat 9.13.23
Review our Salesforce Integration Coffee Chat to discover how you can foster increased collaboration with your sales team, optimize departmental efficiency, and turbocharge your reporting capabilities utilizing the SFDC Add-On. During the call we cover: 4:04 SFDC Integration Overview 13:16 + 25:32 SFDC Reporting 6:25,…
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How are RFPIO users using LookUp with Teams?
I'm curious how RFPIO users are using the Teams LookUp integration? Is it necessary to already be logged in to RFPIO in order to open up a query directly from Teams or does a user have go to through the login process? My company's user base will not generally be logged into RFPIO so I'm wondering what the use case…
