Accelerating Sales Document Response Automation

In the fast-paced world of sales, the process of responding to documents like RFPs or security questionnaires can be time-consuming and often leads to delays in the deal cycle. These documents can be extensive, requiring sales professionals to sift through numerous data sources within the company and consult with various stakeholders. This process traditionally takes weeks, impacting sales momentum.

Step 1

In the sales domain, lengthy responses to RFPs or security questionnaires can significantly stall the deal cycle. These documents often require extensive search through multiple company data sources and consultation with different team members, leading to potential delays.

Step 2

With Glean, you can develop an RFP response agent to streamline this workflow. By leveraging Glean's powerful search capabilities, you can quickly locate documents and answers across the organization. In this demonstration, I will input a sample RFP document designed for demo purposes, execute the agent, and walk you through the construction process.

Step 3

The Glean agent will analyze the document, recognize it as an RFP, and generate a list of requirements. The company search step is crucial as it utilizes Glean's capabilities to

Step 4

search across company knowledge, identifying the most relevant document for each requirement.

Step 5

Subsequently, the agent formulates responses based on pre-set formatting instructions and guidelines to address common AI-related issues. The agent has completed its task, so let’s examine the results.

Step 6

Here, you will notice that the initial question has been answered, with links to the relevant documents provided. Although this RFP is abbreviated for demonstration purposes, you can export the responses to a Google Sheet, download a CSV, or simply copy them.

Step 7

Observe the efficiency of this process.

Step 8

Compiling all these responses manually would have been time-consuming. This automation significantly accelerates response time, enhancing the efficiency of the deal cycle.