Access your enterprise content, wherever you need it.
----- Lookup -----
Lookup puts the RFPIO projects and content at the fingertips of anyone in your organization who responds to business inquiries through websites or web-based applications accessible through the Google Chrome browser. With proven, reviewed, and approved messaging available on-demand, internal and external teams see better response times, improved messaging consistency, and get back more time to focus on winning and retaining customers.
----- Import Online RFP’s and Questionnaires into RFPIO -----
More and more issuers of RFP’s, RFI’s and Questionnaires are turning to online portals to identify and qualify vendors. Use Lookup to auto-fill online form-fills, or import all questions into RFPIO as a new project to leverage RFPIO’s project management and collaboration features. When finished, export responses back into the online form for submission.
----- Scale Subject-Matter Expertise with Search and Recall -----
Lookup draws from the RFPIO’s Answer Library - a knowledge-base containing all the answers that your subject-matter-expert have authored and approved for use on previous proposals & questionnaires. Customer, prospect, and employee questions asked in emails, CRM notes, and support portals are recalled in RFPIO and suggested answers are provided wherever responders are working.
----- Gain Actionable Insights from Company-wide Content Queries -----
In addition to extending availability of content to anyone in your organization, Lookup tracks the consumption of copied content. By understanding which content is most frequently recalled, organizations can identify trends in product demands, discrepancies in user knowledge, and more.
----- Guide Content Recommendations Safely & Securely -----
Advanced Context features allow administrators to configure Lookup to automatically scan specific CSS selectors on frequently visited webpages, effectively automating content recommendations when the extension is called. Lookup does not store or process any customer data used for content recommendations, so you can rest assured that your data/content is secure.