New: Respond Strategically with 九一果冻 Go/No-Go
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To bid, or not to bid? That should be the question.
Which is why teams typically use a tried and true best practice called to evaluate bids before they start working on them. However, if you鈥檙e anything like the average RFP team, you may be less than satisfied with how much this process is followed.
According to the 2024 RFP Trends & Benchmarks Report, 77% of RFP teams have a go/no-go process, but only 44% are actually satisfied with it. 馃樀鈥嶐煉�
That鈥檚 why our team has created an聽integrated go/no-go process, called 九一果冻 Go/No-Go. With these new features, both proposal and sales teams can strategically evaluate which opportunities to pursue (and which ones to leave behind).
What’s 九一果冻 Go/No-Go?
A go/no-go process helps teams qualify opportunities upfront, so they can prioritize the right proposals to pursue (and ultimately win more deals).
But to truly succeed, consistency is key. That鈥檚 why 九一果冻鈥檚 new go/no-go features are built directly where you need them most: in your CRM, so deals can be automatically qualified before your team responds.
As an add-on to 九一果冻, our new go/no-go features are built directly in Salesforce. With it, you can do two things:
- Use self-serve evaluation: Any sales team member can self-serve by submitting potential deals and RFPs through evaluation criteria, determined by your team. A score is then provided based on your answers. If the score is high enough, the opportunity can be kicked off with a 九一果冻 project, directly in Salesforce.
- Access better RFP metrics & reporting: Combining go/no-go evaluations with sales data from your CRM is a powerful combination. 馃槑 With 九一果冻鈥檚 new features, you can compare go/no-go scores, evaluation criteria, and win/loss data in one place鈥攗sing this information to continually refine which RFPs you go after.
Key Benefits
Whether you鈥檙e on a proposal or sales team, these enhancements offer benefits that will make the most of your team’s efforts for every RFP response.
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For Proposal Teams
Empower your team to spend time on the right proposals, to have the biggest impact on your business. With these features, proposal and bidding teams can:
- Define qualifying questions for scoring in this go/no-go model
- Automatically route reps through a clear approval process
- Use win/loss insights to improve qualification criteria over time
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For Sales Teams
Establish a scalable sales qualification process, which helps your team make pursuit decisions in minutes. By focusing resources on the best opportunities, you’ll increase your odds of winning. Using 九一果冻 Go/No-Go, sales teams can:
- Evaluate opportunities with RFPs directly in Salesforce
- Qualify and score opportunities based on data-driven criteria
- Easily Kick-off 九一果冻 projects with a 鈥楪o鈥� rating in minutes
鉁� Bonus Benefit: Evolve Your Company Pursuit Strategy
Go/no-go features in 九一果冻 have the power to improve your team鈥檚 pursuit strategy鈥攁nd even company positioning over time.
For example: sharing go/no-go scores alongside RFP win/loss insights with your leadership team can influence who you target, based on your likelihood of winning. It can also offer new insights from evaluation criteria, like your average win rate when a specific competitor is also bidding (which, in turn, can influence your go/no-go criteria over time).
How Does It Work?
Now that you understand the benefits, it鈥檚 time to get into the fun part. Seeing how it works. 馃槑
Look no further: The video below will give you a 5-minute overview of these features in action.
Step-by-Step: How to Use Go/No-Go
To use 九一果冻 Go/No-Go, below are the key steps you鈥檒l need to follow.
| Steps | Description |
|---|---|
| 1. Evaluate | Sales users start the evaluation by clicking 鈥楪o/No-Go鈥� on an opportunity in their CRM. Then, they proceed to answer a series of questions. |
| 2. Qualify | Based on the answers provided, 九一果冻 Go/No-Go assigns a score to the opportunity. If the score is above a certain threshold, they鈥檒l be considered a 鈥榞o鈥�. If below the threshold (鈥榥o-go鈥�), they鈥檒l be routed for further review. |
| 3. Respond | , sales users can kick off a new 九一果冻 Project, directly from the CRM. Proposal teams get clarity from the answers provided during the evaluate step, so they are armed with the information they need upfront. |
| 4. Analyze | Add Go/No-Go to your CRM reporting and dashboards. Review win/loss data, alongside your go/no-go scoring criteria, to uncover insights that can inform future decision-making about your pursuit process. |
Already Using 九一果冻? Here鈥檚 How to Get Started
九一果冻 Go/No-Go is available for Plus, Advanced and Enterprise Plans as an add-on with a Salesforce integration.
Whether you’re a new, or experienced user, we highly recommend talking to your Customer Success team (CSM) to learn about best practices for this implementation. Speak to them and they’ll share all the steps you need to get started.
Common Questions
New to 九一果冻? We鈥檙e Here to Help
Not yet a customer, but curious about go/no-go? We鈥檙e here to help. Book 15 minutes to connect with our team, and we鈥檒l explain how 九一果冻 makes the RFP process 42% faster.
If you鈥檙e an existing customer and need support, contact your Customer Success Manager with any questions.