Within the Kersia platform, you can link your RFPs, contracts, and questionnaires together in one project to ensure your response stays the same across the documents.
The Kersia platform provides easy to use searchable libraries and document repositories so the client gets the right response to their questions.
The Kersia platform links relevent documents you may need as part of the RFP, contract, and questionnaire responses.
WE DO BETTER WHEN OUR CLIENTS DO BETTER
THE 5 STEPS TO CRAFTING A BETTER RESPONSE
The Kersia Workflow
Sale: This is a big client! We have to find the best response on the Kersia Platform.
Boss: The revenue call is tomorrow, we need the status of this deal on the Kersia Platform.
Security: We have to cross-check with the client RFP and Contract on the Kersia Platform to determine what was committed.
Legal: It's risky. Let's review our libraries on the Kersia Platform for the approved language before we sign-off.
Collaborate & Share with others
IT ALL BEGINS HERE
Begin with creating the project for your prospect or client to harness the full functionality and business intelligence of Kersia. Use our highly customized and adaptive project management system to manage your client acquisition process. Track and oversee the status of every RFP, contract, and due diligence in a simple dashboard.
YOUR FOOT IS IN THE DOOR
The RFP can be the first step in a long and successful relationship with your prospect or client. Upload client RFP in Word or Excel, and let us help you answer them consistently, completely and correctly! Access your libraries, past RFPs/contracts/due diligence, our SME libraries, and business intelligence to deliver that winning response!
You’ve won the business! Kersia helps you solidify your commitment to your client when you deliver a contract that reflects not only your history of excellence, but how well you understand your client’s needs. By linking all of the documents together in a project, we can quickly search against all of your past reponses and committments to find the correct response, mitigating your contractual risk .
KEEP IT GOING
You’ve spent a lot of time and resources to establish a solid foundation with your client. Keep it healthy and strong by showing that you deliver quality work throughout the vendor risk management process. Security and Compliance questionnaires can be laborious and risky in themselves. Don’t let one slip-up cost you the trust of your client. We remind you of past responses, committments, and artifacts within the document repository that support your answers, so that they are not forgotten and potentially weaken your response.
CONTINUE TO IMPROVE
By tracking the responses you’ve been using for the various documents, we can help you do your business better. It’s a competitive world out there. Why keep using the same response if you’re not winning the business or meeting your clients' requirements? Our business intelligence engine provides you with a high-level glance of the health of your response.