1up Salesforce Connector
Displays Salesforce Opportunity details alongside RFPs and questionnaires in 1up.
1up Corp.Freemium
Responsive (formerly RFPIO)
by ResponsiveSalesforceFreemium
Manage RFPs, RFIs, and proposal projects from Salesforce Opportunity, Lead, and Account pages.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Responsive connects Salesforce with its response management platform for RFPs, RFIs, vendor security questionnaires, due diligence questionnaires, risk assessments, business presentations, and other information requests. Sales representatives can track proposal project progress from Opportunity, Lead, and Account pages. The integration synchronizes data fields between Salesforce and Responsive, and combines CRM data with response management reporting.
Key capabilities
from the Salesforce AppExchange listingProposal project tracking
Tracks RFP, RFI, and other proposal projects from Salesforce Opportunity, Lead, and Account pages.
Data field synchronization
Synchronizes data fields between Salesforce and the Responsive Platform.
CRM-linked reporting
Combines Responsive reporting with Salesforce CRM data to analyze win/loss metrics, market segments, and products.
Use cases
- Sales teams can manage proposal projects alongside Opportunity, Lead, and Account records in Salesforce.
Who it's for
Frontline teams and sales representatives.
How it compares
Responsive tracks RFP, RFI, and proposal project progress across Salesforce Opportunity, Lead, and Account pages, while 1up Salesforce Connector presents Opportunity details alongside questionnaires automated with 1up. RocketDocs SalesForce Connector focuses on creating and responding to RFPs, RFIs, and questionnaires through its sales enablement platform, whereas Responsive also synchronizes Salesforce data fields and links CRM data with response-management reporting.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| 1up Salesforce Connector | Freemium | Cloud | |
| RocketDocs SalesForce Connector | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee …»