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CASE STUDY

How Supplier.io Saves Over 50% of Time Responding To RFPs and Improves Customer Success Results

FEATURING RFP NINJA CUSTOMEr: SUPPLIER.IO

“RFP Ninja has been a game-changer for our team. It not only streamlined our process but also helped newer CSMs deliver high-quality proposals confidently. We’ve cut our time spent on each RFP in half, and the improvement in quality is clear. RFP Ninja has helped us showcase Supplier.io at its best.”  Lois Eichacker, Vice President of Customer Success at Supplier.io

Overview

Supplier.io, a leading SaaS and data provider that helps companies, including many from the Fortune 500, connect with diverse and sustainable suppliers, making their supply chains more resilient and inclusive. As the company grew and expanded its products, the Customer Success team realized they needed to improve how they handled RFP (Request for Proposal) responses. By adopting RFP Ninja, Supplier.io made the process faster and more accurate, allowing the team to better serve their customers and maintain high standards.

 

Challenges

Rapid Team Growth

As Supplier.io experienced significant growth, the Client Success Manager (CSM) team also expanded. This created the need to onboard new team members quickly and get them up to speed on the company’s products. The team needed a way to help new CSMs handle detailed RFPs that required a deep understanding of how Supplier.io’s products worked together to deliver value to their customers.

Keeping Information Updated

As Supplier.io continuously developed new products and enhancements, it became critical to ensure that all CSMs had access to the most current information. Having access to the latest details was essential for delivering accurate and timely RFP responses that reflected Supplier.io’s latest capabilities.

Improving Efficiency

The Client Success team, managing many clients, saw the RFP process as an area for improvement. They aimed to maintain their high standard of client service while streamlining the response process. This involved reducing the time spent on drafting and revising RFPs and enhancing collaboration with other departments to facilitate a smoother workflow.

Centralizing Information for Consistency

The team knew they could work more consistently by having a single, centralized source for company documents, product info, and security details. This would avoid repeated work and ensure that every RFP response clearly showed what Supplier.io could offer.

 

Solution: Implementing RFP Ninja

Supplier.io implemented RFP Ninja, an RFP management tool that helped streamline the response process:

  • Centralized Knowledge Base: CSMs could always access up-to-date information, allowing them to respond more quickly and accurately.
  • Pre-Written Response Library: Templates and past responses made it easy to create high-quality proposals quickly, so CSMs could focus on personalizing them for each client.
  • Collaboration Tools: Integrated communication features made it easy to work with other departments and gather needed information efficiently.
  • Workflow Management: The tool helped the team track tasks, deadlines, and progress, boosting productivity and coordination.

 

Results

Higher-Quality, More Accurate Responses

Using RFP Ninja’s central knowledge base and templates, CSMs produced well-written, informed responses right from the start. With access to the most accurate data, they consistently delivered proposals that showed how Supplier.io’s products met client needs.

Significant Time Savings

RFP Ninja cut the time it took to complete an RFP by 50%. Where it used to take CSMs two full days, they could now finish in just one. Leadership review time was reduced from up to 4 hours to just 1 hour, allowing the team to take on more RFPs without lowering the quality of their responses.

Increased Confidence and Consistency

RFP Ninja gave new CSMs the tools to contribute effectively and confidently. The consistent use of templates and centralized resources ensured all responses were uniform, reinforcing Supplier.io’s brand and reputation.

Positive Business Impact

The increased efficiency and accuracy in RFP responses helped build stronger client relationships and opened up more business opportunities.

 

Conclusion

By adopting RFP Ninja, Supplier.io turned growth challenges into opportunities for improvement. The tool helped the Client Success team produce better RFP responses faster and more consistently, positioning Supplier.io to seize new business opportunities and continue its growth.

Supplier.io homepage

Location
CHICAGO, ILLINOIS

Employees
200

Industry
SOFTWARE

Website
www.supplier.io

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