The RFP Tracking System
With numerous proposals and RFPs being prepared simultaneously, multiple authors collaborating on a single document, and tight turnaround times, you need an effective method for managing the status of important selling documents. The RFP Tracking System provides robust tools that facilitate scheduling, recording, and monitoring proposal activity throughout your organization.
The RFP Tracking System enables you to collect and report on important information for every bid opportunity. Key details on the proposal issuer, authoring team, document sections, important dates, and status as well as user-defined fields can be easily gathered into one central database for a complete view of corporate-wide proposal activity. Or, create multiple tracking databases to match the unique requirements of different product lines or sales areas within your organizations, such as those of separate RFP teams, individual field offices, or specific target markets.
The RFP Tracking System is a component of the Pragmatech RFP Response and Proposal Automation solution suite.
Who uses it?
Proposal and business development managers use The RFP Tracking System to facilitate scheduling, recording, and monitoring proposal activity throughout your organization.
Key Features
- Full Query and Sort. Gather together groups of records based upon common criteria
- Standard and Customer Reports. Utilize any of the standard reports included in the system or create customizable reports in Microsoft Word
- Import, Export, and Merge. Move and consolidate groups of records or entire tracking databases according to your specific needs
- Contacts Address Books. Records and store information for each individual who has a relationship to a particular document in customizable address books
Key Benefits
The RFP Tracking System helps you manage team productivity and effectiveness (wins/losses) of your proposal process by enabling you to:
- Record, classify, and monitor proposal activity
- Schedule proposal tasks
- Measure results of proposal efforts
- Better allocate resources
- Fine-tune the RFP/proposal knowledge base
- Understand how often particular products/services are proposed
Related Pragmatech Solutions
The RFP Tracking System is a component of The Proposal Automation Suite. The Proposal Automation Suite incorporates the RFP response process of The RFP Machine, as well as provides the functionality that allows you to create the sales-enabling tools that automate the creation of personalized and customized documents such as proactive proposals, statements of work, business letters, and more.
Paired with The RFP Machine is an RFP project management capability that enables you to track detailed information about every RFP response, including which questions were asked and what answers were used. The RFP Tracking System links to The RFP Machine to collect information about who created a document and when, from which knowledge base answers were extracted, the record numbers of each content record utilized, and where each record is located in the knowledge base.
Proposal and sales team members use RFP Express to quickly access and use proposal content when preparing RFP responses, proposals, and requests for information.
Request a Pragmatech Demonstration of RFP Tracking System - Gain a competitive edge today!