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Bid/No-Bid Decision demo

Scores each incoming RFP on fit, win odds, terms and effort, with an advocate and a skeptic arguing both sides 1:35

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What the demo shows

Scores each incoming RFP on fit, win odds, risk and effort for a go/no-go decision

When an RFP arrives, an intake agent reads the whole package — scope lines, dates, evaluation weights and every term — with the source passage for each. A scoring agent scores it on the company's seven bid criteria using CRM win/loss history; an incumbent agent reads award notices and board minutes; a terms agent flags the clauses that bite and drafts clarification questions; an effort agent estimates the hours from similar past bids and lays them on the team's calendar. Then two agents argue on one screen: the advocate makes the cited case to bid, the skeptic the case not to, and each must answer the other's strongest point. The VP Sales asks the panel questions, tries a partner or a clarified clause and sees the score, win odds, effort and expected value change, then decides — bid, bid with a partner, bid with conditions or no bid — with reason codes and a signature. Finance signs the margin from $1M. The reasons are kept, and when the result comes in an outcomes agent checks them and proposes criteria changes an administrator approves.

Transcript

  1. Bid slash No-Bid Decision helps sales leaders score each RFP on fit, odds, risk, and effort.
  2. Teams answer 166 RFPs a year and win only 39%.
  3. Calderbrook Utilities issues a $2.4 million RFP.
  4. The agents read every page and find late penalties with no cap.
  5. Fit 82, win odds 31%, 340 hours.
  6. Then two agents argue.
  7. The advocate, we run 11 of 12 services.
  8. The skeptic, a 7-year incumbent, and we win 4 in 17.
  9. Each must answer the other's strongest point with sources.
  10. Erin asks what a partner changes, 44% odds, 260 hours.
  11. She decides to bid with a partner, with reason codes and her signature.
  12. Finance signs the margin.
  13. Every source and signature is logged.
  14. Last quarter, no-bid spared 1,180 hours, bids won 47%.
  15. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.