Case Study: Accolade achieves 50% faster RFP responses and unified Salesforce workflows with Responsive

How Salesforce Integration with RFP Software Unified a Team

Accolade faced slow, fragmented RFP and RFI response processes and needed RFP software that integrated tightly with Salesforce CRM to drive user adoption. Alison Moeller selected Responsive’s RFP solution (RFPIO) to centralize past responses and connect RFP activity directly to their Salesforce workflows.

Responsive implemented RFPIO with a Salesforce integration, centralizing 600+ question-and-answer pairs, enabling win-loss analysis, and giving sales and management a unified view via an executive dashboard. Within three months of onboarding with Responsive, Accolade cut complex RFP, RFI, and questionnaire completion time in half, improved collaboration and opportunity tracking, and gained actionable insights for ongoing process optimization.

Accolade

Alison Moeller

Partner & Sales Enablement