Find best practices and a downloadable guide to ensure optimal AI performance and create relevant, effective responses
Hi! For everyone who has multiple Proposal Specialists in their company, how do you structure and disperse workload? Is it by new/renewal business, solution or specialty, or something else? Thanks for your help!
We have at around 40 commercial managers (i.e. proposal specialists) globally. So, first split is regional. Each region typically has 1 or 2 people who focus 100% on renewals. From there it isn't an official structure, but there are some people who can support pretty much any product or product line and others who have specialties. We have tried various ways to split workload in the past. At one point we tried to assign people to specific customer accounts. That wasn't terrible, but then you ran into issues where one customer account just get a huge work load with limited time, so we were having to pull people in to support at times. Honestly, our business has pretty much tried every combination and structure out there at some point. There are pros and cons with all of them. Ultimately, if you put in a solid process, have quality training, and really good documentation maintenance the structure shouldn't negatively impact operations.
@Jacie Schumacher We have our team split into two divisions (Public Sector and Commercial Projects). From there we just load balance by number of projects in combinations with due dates for the project. We also look at complexity from a proposal and demo side by these categories (Annualized booking value, New Line of Business, and Third Product Party Involvement). For the most part, we have a $$ threshold per product (we sell EHRs and services) so for one product the threshold could be 2M dollars...that project will most likely also include third party items as well, so the annualized booking value tends to be the catcher for strategic items. I bring this up as if we put a strategic deal on the plate of the specialist then we will try to reduce the number of proposals headed their way. Hope that helps!
Thank you both, this is very helpful!
Build confidence managing every stage of a response project This session helps new or returning Responsive users understand how the project lifecycle works from upload to export. Through an interactive format, you’ll learn how to bring documents into Responsive, map and structure them, collaborate with Authors and…
Looking for an easier way to stay current with everything new in Responsive? Join our Product Update webinar, a live session where our experts walk you through the newest features, enhancements and workflow improvements designed to help your team work smarter and faster. This session gives you digestible insights you can…
Grab your free pass to get amplified! Join a high voltage half-day event where real conversations, breakthrough ideas, and AI-powered strategies come together. This isn't just another stop on the tour - it's where your momentum gets louder. Visit the link to check out the agenda and speakers and register for this event.…
Responsive MCP Server connects to ChatGPT, Copilot, and Claude
4 steps to turning organizational knowledge into revenue
5 ways high-growth companies turn knowledge into revenue
