eBook

Aberdeen Guide: 5 Steps To Selecting an RFP & Proposal Automation Solution

Automation is the solution to maximizing productivity, improving quality and simplifying compliance. Download this checklist to identify the best automation solution for your organization

proposal-automation-solutionThe Importance of Automated RFPs

Increasing competition in the financial services sector is driving up the volume, length and complexity of RFPs, questionnaires, and other projects. Response teams are being asked to do more with less—and faster. One of the only ways to keep pace and refine processes to ensure future success is by implementing an RFP and proposal automation solution. This guide provides a step-by-step method on how to effectively select the proposal automation tool that satisfies your business objectives.

Automation is the solution to maximizing productivity, improving quality and simplifying compliance.

Download this checklist to identify the best RFP and proposal automation solution that will help you:

  • Access and manage approved content when you need it
  • Collaborate and create responses with speed and accuracy
  • Track and measure to identify trends and make smarter decisions

proposal-automation-solution

Some of What’s Inside

  • Quantify what success looks like for your organization and the outset of your search initiatives
  • Top 10 considerations for defining the features and functions that are critical for your organization
  • Statistics for faster automation adoption and onboarding
  • Key factors in selecting a provider that will address current issues

Download this guide to successfully select an RFP & Proposal Automation Solution that is right for you.

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