Sign Colorado RFP Free

Document type sign rfp colorado free

[Music] the starting point that we have is Israeli SharePoint Online and office 365 many of our clients spent a lot of time storing their proposal and their sales content in a range of content sources and this made it very complex for people to find the best content that they needed for the sales documents that they were producing and we found it best to consolidate all of that content into one centralized source and in this particular case that was SharePoint Online so in this particular example it's a law firm here Globus Smith and web which really mimics a number of our law firm clients around the world and these law firm clients have taken the time to take all of their content and really consolidate that content into one centralized source so that they can access that content really easily and and find that quite simply if you just have a look at some of the content sources that we've got here or some of the items of content you'll see we've got content stored in these standard SharePoint libraries here that relate to a number of scenarios we've got attorney biographies stored in here we've got those biographies indexed by the industry the practice area the locations that there may be in we may store in the SharePoint library as well things like experience or case studies as you may know them so that we can easily access those through certain filters directly inside of SharePoint and then we also have additional information this is a law firm so firm overviews important practice areas are important as well the key thing about this is that everything is centrally located in SharePoint Online and so it's really easy for everybody to get to that through a web interface if they want to interact with that but what we've done is we've layered on top of that capability to access that same content directly from Microsoft Office and so for salespeople that are used to using tools like Outlook or Word or PowerPoint they can get to that content in the places that they work directly and so if you look at this particular screen here you'll see that we're about to compose a new email and through this panel on the right hand side you were able to access those SharePoint libraries and documents that exist there and the libraries actually correlate directly to what we have there in SharePoint so for this fictitious law firm let's start with a scenario where we assume that somebody wants to create a proposal and get that out to one of their prospective clients here so to do that what we would be able to access is some of those files in SharePoint and for expediency I've pinned all of my templates into this panel on the right-hand side and in particular this pitch proposal Auto template is the one that I want to use here to build a brand new proposal that would go out to my client using the content that's there in SharePoint so I go to my pinned documents and I access this create button yeah now what that create button is doing is it's having a look through that pitch proposal template there and identifying any fields that might exist in that template and it's picked up that we need to enter the client name the date we need to make a decision about whether we going to show the firm history or the firm's offices in this proposal and then we want to make sure that we include content on a particular practice area so let's complete this form let's go with ABC trading let's choose a date here and let's make a decision do we want to show the history no will exclude the history in this case but we will show the officers because the client we're pitching to is a global client and then for practice areas we're going to select a particular practice area their administrative law all right so when I click the continue button the system's gonna ask me for this new proposal that I've created where do I want to save that so I'm going to save that down just in Word format back into my SharePoint environment and documents and I'll go ahead and hit the create button there now in the background this is actually taking that document downloading it from SharePoint and populating it with all that clients information and when I click on the link there it will open up that document from SharePoint and I can take a look at the newly created document that exists so we'll just give it a second while that downloads from SharePoint and opens up and here you can see that that document has be created now for ABC trading which is the client name that I inserted there and in this introductory letter all of those fields that I've specified have been included as well in addition to that what's also happened is that you'll see that certain sections of this document have been populated so we have the firm overview section here that's been populated but because we only selected the office locations on that form only that part of the document is actually showing up there and the firm history has been excluded from the document that's been created we've also got practice areas and we selected from that drop-down list the practice area administrative law and so administrative law is the practice area that's showing up in this document now so from a template the salesperson has been able to rapidly create the baseline of a new proposal now if I scroll a bit further down you'll notice that there's attorney biographies in here and later on there's also an experience area as well and I want to make sure that the salesperson is putting the very best attorney biographies into this proposal and leave it up to their opinion to choose which biographies to put in there so myself as a salesperson now would access the Korus add-in directly from the ribbon here and start a search and in this particular case I'm going to search for attorney biographies I could drill that down and search for biographies in a particular industry or practice area but I know that I want to use Anthony Anderson's bio because he's one of our top attorneys that we have so I typed in the search information there and that's actually in a search SharePoint now and find Anthony Anderson's bio before I insert that buyer I just want to take a look at how widely used that biography is amongst other proposals that have gone out so to do that I'll hit this info button and that's going to give me a real quick snapshot view of Anthony Anderson there I can have a look at the buyer but what I can also do is drill down into the usage of that buyer and I can see that in April it's been used 17 times already and in in March 3 times in the past so it's clearly a popular buyer I can also have a look at who's using this I'm clearly the most frequent user of that buyer there but many of our other sales people also use that and I can also take a look at which proposals or buyers or proposals rather I've used this buyer in in the past year and I can see a range of those files that have been used so I can make a decision as to whether I want to use Anthony Anderson's buyer I'm gonna choose to do that but I'm going to insert this is what we call a refreshable content which means that we always tie this content back to the source and if that content had to change on SharePoint I could very easily you refresh that and bring it back into this document here now the next thing I'm going to do is step down into the experiences section and I'm going to run a very similar search now this time not for a buyer but actually for experience and I want to look some look up a document of experience that has to do with banking because this client is interested in our banking experience and here I find again another document first American Bank Limited I could go through the information process there to see who's used it but I just simply want to use this piece of experience in my proposal and so I hit the insert button and that goes and fetches that content directly from SharePoint Online and it inserts it here into the document and so in a few clicks I've managed to build out a boilerplate proposal and then really customize that proposal to the experience and the buyers that are most relevant to this client now before I send this proposal out there's a few things that I want to do I want to get another piece of experience in here so I'm gonna ask one of my colleagues just you add some experience into this section yeah so I'm going to go to this collaborate feature that we have in chorus I'm gonna say create a new assignment or task as we call it and I'm going to call this additional experience and I'm gonna assign this to a colleague of mine Stephanie who knows a lot about this experience and give her a deadline on that as well because this proposal needs to get out by Friday so I'm gonna give her a deadline of Friday and I'm gonna save that down and what's happening now in the background is that stephanie is actually receiving a task in the background to come into this document using co-authoring to be able to edit that section in the document I also want another colleague of mine just to review this introductory letter yeah before I send it out to the client and so I'm gonna ask that colleague of mine please review intro letter and I'm gonna assign that to Michelle before I assign this to Michelle I want to see how busy she is and so I'm gonna click on this inside button and that's going to give me a perspective about how many other tasks michelle is working on when it comes to proposals and documents that are being worked on in my business I can see she's already got one assignment overdue here if I look at all of our assignments she typically takes about a day to complete an assignment but she's sitting on three incomplete assignments right now and if I look over the last 12 months I can see that April has benefits clearly busy time for her so rather than choosing Michelle I'm gonna choose David who's somebody else in my company and I think I'm gonna rather assign that task to to David and so David's name pops in there and again I'm gonna give him a task now while that's saving down what it means is that both Stephanie and David can independently receive a task and they can come into this proposal and they can then work on the proposal and under their to do section here they'll get those specific tasks they'll be able to come into those tasks and work on those tasks and as they step through they can use the workflow in the system to actually complete the various tasks that they have by making the necessary edits but possibly making comments as well but when they completed actually marking that work as done work when I'm happy that they've completed their work I close all the current results off I finalize this document and now this document is ready to be sent out to my client so stepping back into into Outlook yeah I'm happy with the document I want to go ahead and attach that into this email and that actually pulls the document from SharePoint attaches it in and to introduce this proposal I want to add an engagement email to this as well so I have a template for that I now hit the insert button in Outlook here and I'm able to attach that in again it's going to ask me just some basic information about the about the matter that I'm dealing with you about the email and the value is a hundred thousand dollars and I'm inserting that in and in a very similar way that's going to go fetch that content now and insert that content into my email I've got my proposal document and I can simply go and send that out so in a very short amount of time I've been able to create proposal using a template make sure that the right boilerplate content is inserted into that template customize it for my client attach it into an email and then have the body of my email produced as well and then I can go ahead and send that out now this type of functionality is very broadly applicable obviously proposals are a key thing that we can use it for but we could go into RFP responses we could build our PowerPoint presentations as well and pitch decks and obviously as I've just shown you we can build out emails and we can attach to emails all within the familiar environment of Microsoft Office which most sales and marketing people are very familiar with at the same time though all of this information is being tracked and I can see through a power bi dashboard exactly what content is being used what are people searching for and how are they using that and with this information at my hands I can really improve on my content make sure that it's tagged up correctly and sharepoint online and ensure that it's really easy for my sales and marketing teams to find the content that they need and then to use that content [Music]