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Streamlining Your Proposal Management and RFP Response Process


Trying to rein in your proposal management and RFP response process might seem like a hopeless task at times. Keeping track of everything – tight deadlines, large volumes of RFPs, numerous contributors – takes away valuable time that could be spent on taking steps to optimize your response process. That’s why we’ve put together an eBook that contains tips and best practices from these leading RFP and proposal management experts:

In the eBook, you’ll find tips on:

Here is a preview of the helpful tips you will find in this eBook.

Martin Rosoff
You need a commitment from your content contributors, a reasonable and realistic update schedule, and some form of enforcement for updating content. Think through your Information Design structure (categories, syntax). You also need to assign appropriate roles and create security controls to manage content access and enforce accountability.

Martin Rosoff | Presales Proposal Manager | FinancialForce

Matt Krumholz
Ask questions and work to ensure that you gain a full understanding of the goals for all parties involved in the RFP process. When possible, also attempt to ascertain what problems (stated or unstated) the people who will be evaluating your proposal are looking to solve.

Matt Krumholz | Senior Manager, RFP Programs | LogRhythm

Lise Fleuette
Stick to the process your RFP team has developed! If you avoid the temptation of defaulting back to bad habits such as long email threads or shared Google docs, you send a message to collaborators across the organization that you believe in and value your own processes.

Lise Fleuette | Senior Proposal Writer | TraceLink

Want to see more tips? Download this eBook to get the complete collection of the Proposal Management and RFP response process best practices.

Download the Guide

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