Companies often expand their product lines multiple times without increasing staff support levels. This makes the “shadow” sales team and proposal teams take additional responsibility and become frustrated as workers need to develop their own workflows.
As a result, the workflow is left to silos and overlapping work for team members, particularly subject matter experts, and involves multiple projects. This is what happened Netsmartindustry-leading healthcare technology organization has been added 13 New Productshowever, there are no additional proposal team members between 2019 and 2022.
To repair the fractured approach, Andrew Melsman, senior director of Solutions Consulting, was assigned a unified response content and process. Responsive Platform.
External Solutions
After upgrading to Responsive's Strategic Response Management (SRM.), Mersman realized that his organization already had the right platform solution.
One of the first actions by Mersman was to implement Responsive's AI assistant to streamline the process of focusing on support clients. Because Netsmart has expertise in in-house AI development for its own products, Mersman was familiar with the complexity of AI solutions.
Mersman said the level of complexity and refinement and refinement of AI assistants “if it was easy, they would have built their own solutions. They should focus on supporting their clients' missions. So they focused on partnering with (responsive) and reinventing the wheel and becoming frustrated.”
Using AI Assistant
Once the AI assistant was set up, Mersman worked to scale quickly and load users in a timely manner. Through training and education, he relied on them to gain stakeholders and help them beat their fellow peers.
a Salesforce Integration It was important because users can launch responsive projects directly from Salesforce. This eliminated the need to communicate, collaborate, or store content in other applications. Now team members can retrieve project data and combine it with elements drawn from Salesforce and other Netsmart systems, put everything in the data warehouse and carefully analyze trends.
“By re-realizing the increased visibility of SRM across the organization due to its excellent reporting capabilities, “We are currently living A-to-Z to complete the project,” Mersman said.
Other important findings highlighted by Mersman are:
- Use your AI assistant to accelerate your response time by 10 times.
- 67% of proposals submitted Within 10 months of using Responsive – without adding personnel. and
- Reduced outdated content 43% It has grown its library by 105% and solidified its trust in the platform, as evidenced by a 540% growth in user adoption.
Continuing Education
Mersman's team will spotlight key features within the responsive platform and send weekly emails to share short training courses on how to use AI assistants. Netsmart officials predict that they will save more than 3,000 hours a year, so responders can strategically enhance AI responses and personalize them for their clinical or operational audiences.
Moving forward, Mersman believes that AI assistants will “really help predict and see future success of proposals.”
“RFPS' go forward rate sits at 93%last year it was 65%. It's huge. “We're not having a stumbling block and moving on to the next stage of RFP, which has impacted the company's revenue.”
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