Author: Franz Malten Buemann

Would love to know what was your best marketing automation campaign and why
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https://digitalthoughtz.com/2021/05/08/what-is-the-benefit-of-email-marketing/ Check out the top 7 advantages of Email Marketing,
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Hi all, I just applied for solar sales agent and I am thinking to use online marketing. I did some research and found websites that can automative emails for you as cold calling. But I don’t have the experience to know what to use. Any suggestions? Would really appreciate any advice or feedback! Thank you!
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Have you been tasked with the job of creating a request for proposal, or an RFP?
Whether you have no idea what that is or haven’t written one in awhile, today’s guide can help.
We’re diving into the specifics of what an RFP actually is, why you might need one, and how to create your very first one today.
To start, you should understand what all these letters even mean.

 

When your company has a new (often large) project, or one that’s more complex and requires a bit of outsourcing, an RFP can help you get the job done right the first time.
The RFP doc becomes a way for you to quickly uncover the strengths and weaknesses of potential vendors in relation to your project without having to spend too much of your time hunting for them yourself.

RFPs can also give you a sneak peek into different strategies you may not have considered since each vendor will include their own unique action plan along with their bid.
And you’ll have this information before you ever have to commit to the vendor.
Keep in mind, this should not be confused with an RFQ.
RFP vs. RFQ
An RFQ, or request for quotation, is slightly different than an RFP since it’s just the quote itself. Here, companies solicit multiple price quotes from various vendors to compare services based on price alone. While an RFP includes a price quote (along with several other specifics), an RFQ does not detail anything other than price.
As opposed to an RFP, an RFQ is a request for quote or quotation.
Here’s how to understand the difference:
While you’re technically receiving a quote in an RFP, you’re also getting information like the action plan, timeline of completion, deliverable schedule, and the list of services provided as well.
But with an RFQ, you’re only receiving the quote itself for the service or products you’re interested in purchasing.
In most cases, simply comparing quotes is not enough to see if a potential vendor is the right fit for your company, which is why an RFP is more appropriate in these situations.
What is an RFP in marketing? 
In Marketing, an RFP is often used to outsource any marketing activities that could help your brand increase reach. These activities include anything related to marketing that you can’t do internally. 
For instance, if you work at a small startup, you might create an RFP to find a full-service communications and marketing firm to create an integrated marketing plan for your business. If this is the case, you’d outline in your RFP that you’re looking for a firm to help you “increase SEO presence” or “attract social media followers”, etc. 
On the flip side, if you work for a marketing agency, you’ll want to keep an eye out for RFPs in your area related to services you offer. For instance, if you work for a web design company, you’ll want to look for businesses that have created RFPs for web design services. 
What is an RFP in sales?
In sales, an RFP is often created when a business is looking to purchase a product or service to suit its needs. For instance, if an enterprise company is looking for a new CRM software, the business might release an RFP that outlines what it’s looking for, and what it’s hoping to achieve with new CRM software. 
For this reason, RFPs can play a critical role in the enterprise sales cycle. Enterprise companies that issue RFPs are often looking for businesses that can provide them with IT support, security, onboarding and training, and other additional services. To close these larger accounts, it’s vital your sales team is prepared with an RFP response process, and is able to efficiently respond to these large companies within the time allotted. 

The RFP Process Explained

Before potential bidders can submit their proposals, an RFP must be drafted by the company requesting the work. (P.S. We’ll show you how to do this later in this guide)
This gives potential contractors a better idea of what your company is looking for.
Once your RFP is sent out, contractors or vendors can review it and submit their best bids to compete for the job.
In these proposals, vendors generally include the following items:

An action plan of how they’re going to solve the issue
A timeline of what you can expect
Any necessary background information
How much they expect the entire project to cost

In certain cases, bidders may come back and say specific components of the RFP need to be adjusted based on their experience in the industry.
At this point, you can either review their feedback and create a new RFP to adjust for the changes, or you can leave the original as is and keep it in mind while considering the other submitted bids.
Once you receive all the proposals, it will be almost effortless to compare each one and determine which vendor is the best fit for your company.
Out of the stack of bidders, you’ll want to narrow this down to a handful of your top three, five, or 10 favorites to consider, depending on how many you receive or are interested in.
From here, you’ll want to spend time vetting potential vendors further to determine who’s really the ideal fit for the job.
Some companies may request one more best and final offer from their top vendors after they’ve started this negotiation process to ensure they’re not only getting the right person or company for the job, but at the right price, too.
While this may sound like an extra step, it’s one that may save you money, time, and headaches down the road.
But this also leads us to a big question: Is all of this really necessary?
Can’t you just spend time reviewing two or three vendors on your own?
As you’ll see next, that route is definitely not in your best interest.

Why Issue a Request for Proposal?

Let’s briefly compare these two scenarios:

Option #1: Spend time finding the perfect vendor on your own.
Option #2: Use an RFP to get potential vendors to come to you.

Choose the first route, and you’ll probably use your coworkers, friends, and networking groups to help solicit possible referrals for the job.
Or you might perform a Google search to check out the top vendors in your area.
After you review the website of a possible candidate for the job, you’ll craft the perfect message to reach out and learn if they can even help.
Then, you’ll have to explain the specifics of your project and you may or may not ask them to submit a proposal before deciding to choose them for your project.
It’s not a complicated process, but did we mention you have to repeat it for every promising referral or vendor you come across?
Imagine how long that’s going to take!
Now, what if these potential contractors already knew your project details and they came back with their best plan of action and a formal bid for you to review?
So instead of having to explain your needs each time, you would simply outline it once, and send it out to the masses.
And to save you even more time, it would be up to potential contractors — not you — to reach out.
The RFP route also gives you a sneak peek into each vendor’s real plan of action, not the one they talk you into over the phone or in person.
Since potential candidates have to submit a formal bid, they’ll need to spend time outlining the solution and really working through the problem at hand.
And if they don’t, you have an easy way to weed out vendors and cut through the stack of options fairly quickly.
But, to get to this point, you can’t make this next mistake.
Here’s What Not To Do With an RFP
If you want to find the right vendor, you need your RFP to be specific.

Only asking “yes” or “no” questions won’t get you anywhere.
That’s why you must create specific questions that require thoughtful answers.
Try to use sentences similar to these:

Can you share an example of how you’ve solved this problem or a similar one for another company? Did you encounter any unforeseen roadblocks? What would you do the same or differently this time?

With your proposed redesign, how long would it take a non-tech savvy person to complete the new registration form? How much time do you estimate this could save?

With these tips in mind, you’re ready to draft your first RFP.

How to Write an RFP

Here’s the basic structure of an RFP and what to include in yours:
1. Project Overview
Before you go into the specifics of your company, you should give a brief introduction to the project itself so vendors know right away if it’s something worth bidding on.
2. Your Company Background
This shouldn’t be a long history of your company. Rather, it should give contractors a better idea of what your company does and who you serve as a target market.
3. The Goals of Your Project
Clearly identify what you hope to accomplish with this project and what you see as a “win” so everyone is on the same page.
4. Project Scope
The details of the project are essential in an RFP. In the same way you don’t want to use vague questions, a vague project scope won’t help you find the right vendor either.
Spend time really detailing your project scope so there’s no surprises later on.
5. Target Deliverable Schedule
Even if your deadlines aren’t super tight, you should still have a target deliverable schedule in mind. This needs to be included in your RFP so potential vendors can properly gauge if they have the resources and bandwidth to complete the job on time.
6. Possible Roadblocks
Don’t hide your existing or potential issues under the proverbial rug if you want them to disappear. A successful RFP is explicitly clear about any technical issues or possible roadblocks, such as: Are you dealing with custom coding or an outdated platform? Does your team have limited resources?
By explaining these up front, potential vendors will know exactly what they’re getting into.
You’ll also naturally weed out contractors who can’t handle the task due to those constraints.
But you’ll also connect with companies that know how to work around these common issues with skill and finesse.
Remember, it’s far better to find this out now than after you’ve accepted the bid and started work.
7. Budget Constraints
It’s also important to be upfront with your budget too. The more you can eliminate surprises, the better for all parties involved.
8. What You’re Looking For in Potential Vendors
Another way to reduce or eliminate surprises is to explain exactly what you’re looking for in potential contractors.
All you have to do is outline what matters most to your project (i.e., time, solution, budget, etc.) and show how you’ll be evaluating their proposals based on that.
We’ll show you how this is done soon, but before we do, there’s one more thing to add here: an RFP cover letter.
Just like a cover letter for a resume, an RFP cover letter creates a professional image for your brand and sets the tone for prospective vendors. It signals that they should take the proposal and the project seriously.
The good news is there are a number of tools to make creating RFPs easier and less stressful than you’re imagining.
Sample Responses to RFPs
If you’ve issued an RFP and are collecting responses, you might be wondering what you should look for in effective RFP responses. Here, let’s look at a few examples of impressive RFP sample responses. 
Example One: General RFP Response for Web Design Services
Dear [author of RFP]:
Regarding your request for proposal (RFP), [our company] is thrilled about the opportunity to provide you web design services. Having worked with [brief list of past clients], we believe a partnership with [company you’re writing to] would have a tremendous impact on your customer satisfaction and bottom line.
As one of [client’s industry] leading providers of [client’s main service], you know just how critical this time of year can be for your customers. On average, the cost to deliver is $[xxxx.xx], and [client name] is committed to “[client’s mission statement].”
As these challenges become more common, it is increasingly important to provide customers with a powerful, SEO-optimized website to atttract new leads. With this in mind, [our company] intends to help [client’s name]:

Create a sleek, impressive website that is clean, user-friendly and mobile responsive to work on all devices, so web viewers have a strong first impression of your brand regardless of the device they use to find you. 

Help you strengthen brand identity through a new logo and a new, cohesive color palette. 

Ensure each of your web pages are SEO-optimized to rank quickly, which will attract new customers to your website and demonstrate your leadership in the industry. 

As stated in the executive summary, [our company] intends to help [client’s name] [brief allusion to client benefits outlined in executive summary]. To do this, our team has outlined a proposed set of deliverables, an order of operations, division of labor, and expected dates of completion to ensure the partnership between [your company] and [client’s name] is successful.
[Your company] can’t wait to work with you to help [client’s name] in addressing [client’s challenges described in Executive Summary]. To recap, please see below a brief overview of the services included in this partnership.
This sample response clearly and succinctly explains how the vendor’s service will solve the buyer’s critical pain points when it comes to creating a strong website. By outlining the key benefits, you’re showing the client how you’ll put them first and focus on their needs to get the job done. 
Example Two: Video Production Company Offering Its Services

When responding to an RFP from Anthem Blue Cross and Blue Shield, Paul Horton Visuals chose to create a full webpage dedicated to their RFP response. The webpage format enabled the team at Paul Horton to create a full sample video treatment and process to show Anthem what they’d be able to deliver if Anthem chose them. The page also includes an embedded video to highlight the strengths of Paul Horton: video production. 

Proposal Software Tools to Help You Manage RFPs

In this article, we outlined 10 tools to help you manage and create professional looking proposals in less time.
For today’s purposes, the following five tools are great places to get started:
1. RFPIO

RFPIO Solves the problem of responding to RFPs, from project management to collaboration, to integrating with other software.  Their solution includes reporting dashboards, auto-response features, and automated generation of proactive proposals from within your CRM. RFPIO also includes an intelligent answer library that turns previous RFP responses into on-demand intelligence that empowers revenue teams with enterprise content at their fingertips wherever the work. 
And what’s better? RFPIO has an integration with HubSpot that will automatically sync your RFP with your portal, making it easy to share information with your team. 
2. PandaDoc

To create customized RFPs with your own branding, consider using the proposal software PandaDoc.
Here you can set up your first RFP within minutes and even collaborate with team members using real-time updates within the document itself.
3. Nusii

Similar to other proposal software on the market, Nusii uses a drag and drop editor that makes building RFPs a breeze — especially for beginners.
Thanks to its clean, modern, simple design, it’s also really easy to figure out too.
One of the most helpful features of Nusii is using it for re-working existing RFPs to save you time. Just copy the content from an RFP you like and edit information to fit your new request.
4. Loopio

How do you plan on organizing all the responses to your RFPs?
One standout feature with Loopio is its RFP response library, which gives you instant access to all your answers from previous RFPs. This saves you the hassle of digging around to find what you need in a crowded inbox.
Their magic feature will even help you auto-populate a response if it appears similar to one you’ve already done.
Plus, you can manage your entire RFP process — including sending automated responses — and collaborate with your team all in one place with their intuitive dashboard.
And if proposal tools are out of the budget right now, or if you’d like to try your hand at creating your own first, use this template as a starting point.
5. RFP360

RFP360 streamlines your approach to RFP response management. Their intuitive knowledge management, workflow and collaboration features make it easy to create, review, update and approve compelling responses in a single library. Proposal automation and answer intelligence (AI) capabilities accelerate your ability to answer questions, suggesting the best possible responses and automatically completing them in bulk.
You can also import RFPs in various formats and generate polished final proposals, and integrated extensions allow anyone across your organization to use content from your knowledge library in Microsoft Office files, online questionnaires and forms — without leaving those applications.

Free and Editable RFP Template

Download a free, editable RFP template.
To use this template, simply download it here or fill out the form below. You can remove sections or pieces of information that don’t pertain to your project and add whatever else you need for your RFPs.

Over To You
Now that you have a better idea of what an RFP is and how to create your first one, you’re ready to get started.
Sit down with your team to narrow down your project’s specifics, goals, and scope of work. Then determine when the project needs to be completed and your budget before moving on to the drafting phase.
With this intel gathered, you’ll be ready to plug everything into our template.

You can also use this tried-and-tested proposal formula to ensure your RFP is professional and polished too.
Follow these steps and you’ll have an RFP template you can quickly update. Your next project will be a success that much faster. 
Editor’s note: This post was originally published in August, 2018 and has been updated for comprehensiveness.

Read: https://nexuses.in/ways-to-enhance-customer-experience-in-b2b-e-commerce/
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If you want to curate others’ content from social media or just make your own visual social media content work harder for your overall content strategy, you need to know how to embed HTML code onto your blog or website.
But wait a second … before we get into the nitty-gritty of this tip, what the heck does “embed” mean? And what is HTML? If you don’t know how to code at all, no worries — embedding external content is extremely easy. Let’s take a second to break down the basics.
What does embed mean?
Embed means to integrate external content into another website or page. You embed something when you place a block of code — called an embed code — into the HTML editor of another website. When you hit ‘Save’ or ‘Publish,’ the media then renders on the published page.
Embedded content is referenced with HTML. HTML is one of the most basic languages used on the web to design and lay out web pages.
You often see this code when you’re in the “back end” of your blog post. There’s where you’ll add your embed code.
Most social and multimedia websites have an option to generate an embed code right in each individual post. Here’s an example of an embed code for a HubSpot YouTube video:

And here’s the embedded result.

Want to do the same thing on your blog posts and pages? Let’s go over how you can generate an embed code for the top social sites.
Below, we cover these steps in more detail for each platform. In general, you’ll want to:

Generate the embed code.
Access your content management system and paste the embed code in your HTML viewer.
Finished! You have embedded content into your website or blog.

Let’s dive into each step.
1. Generate the embed code.
Before embedding external content, you must first generate an embed code for the post or page you want to embed on your website.
We’ll go over how you can do that on most of the major social and content networks.
Embed a Facebook Post
To embed a Facebook post, do the following:

Navigate to Facebook on your desktop browser and go to the post that you’d like to embed.
Click on the three dots on the upper right-hand corner of the post.
On the drop-down menu, click Embed.

A pop-up will appear, where you have the option to include the full post and access advanced settings. For beginners, we recommend leaving the options as they are and simply clicking Copy Code.

Finished! You’ve got your embed code.

Embed an Instagram Post
Want to embed an Instagram post? The process is similar to Facebook’s. Note that you can only embed posts from the desktop version and not the mobile app.

Click the three dots in the upper right-hand corner of the post.
A popup will come up with several options. Click Embed, the second-to-last option.

A pop-up will come up with your embed code. You have the option of including or excluding the caption.
After you’ve finished customizing your options, click Copy Embed Code.

Complete! You’ve got your Instagram embed code.

Embed a YouTube Video
YouTube videos can take your blog posts to the next level, and the best part is that you can embed its wealth of content on your blog posts for free.
To do so, take the following steps:

Navigate to the video that you’d like to embed on your website.
Under the video, next to where the likes are located, click Share.

A pop-up will come up with several options, including sharing the post to other social networks. Click Embed.

YouTube will create an embed code, which you can customize. You can start the video at a certain point or hide the player controls.
After choosing your options, click Copy on the lower right-hand corner of the pop-up.

Complete! Your YouTube video is ready to get embedded.

Embed a Tweet
If you embed a Tweet on your website pages or blog, you can generate engagement for your Twitter profile without relying on your Twitter followers. Website visitors can engage with your Twitter content, too.
To embed a Twitter post, do the following:

On a desktop browser, navigate to the post that you’d like to embed.
Click on the three dots on the upper right-hand corner of the post.
A drop-down menu will appear. Click Embed Tweet.

Twitter will take you to an external page on publish.twitter.com, where you can then further customize the look of the Tweet before embedding it on your site. For instance, you can set it to dark mode and change the display language of the Tweet.

Once you’ve customized it, click Update.

Click Copy Code.

Finished! The Tweet is ready to embed on your site.

There’s another way to generate an embed code for Twitter. Go to publish.twitter.com and insert the URL of the post that you’d like to embed. Twitter will then generate the embed code, and you can customize it using the same process as the last method.
Embed a Pinterest Post
Embedding a Pinterest post can lead website users back to your Pinterest profile and help you grow your Pinterest following. To get started, do the following:

Navigate to the Pinterest post you’d like to embed.
Click on the three dots right next to the image (or under the image, if you’re using the mobile website).
On the drop-down menu, click Get Pin embed code.

A pop-up will appear with the embed code. You have the option of creating a small, medium, large, or extra-large embedded pin.

Once you customize the size, highlight the code and click Command + C or CTRL + C.
Finished! Your Pin is ready to get embedded.

Embed a SlideShare Presentation
While SlideShare presentations are not as popular these days, they can still be a handy multimedia tool for spicing up blog posts and pages. Here’s how to embed a SlideShare presentation:

Go to the SlideShare presentation you’d like to embed.
Click Share under the presentation.
In the same window where the presentation appears, you’ll see the option to share it via social channels. The embed code will be underneath that.

Choose the size of the embed window and which slide you’d like the presentation to start on.
Highlight the embed code and click Command + C or CTRL + C.
Ready! You can now embed the SlideShare presentation in a web page or post.

Embed an External Webpage
Don’t want to embed a social post but rather a web page? You can embed an external web page using the iframe HTML tag.
All embed codes, including the ones for social sites, use iframe tags. This is what they look like:

You can use these same tags to embed an external webpage. Here’s how:

Navigate to the webpage you’d like to embed into your site.
Open up the notepad app on your computer. Paste the following code into it:

Return to the webpage and copy the URL.
Paste the entire URL where it says url in your iframe code. Don’t forget to include https:// at the beginning of your URL and to place the link inside the quote marks. Here’s what your code should look like:

Change the width and height of the frame if desired.

Copy the entire line of code. After, the webpage is ready to get embedded on your website.

2. Access your content management system and paste the embed code in your HTML viewer.
Although every CMS is different, you can probably find the HTML viewer with similar steps. We’ll go over how you can do it in CMS Hub and WordPress.
CMS Hub
In CMS Hub, you actually don’t need to add your embed content using the HTML editor (although you have the option to). Here’s how:

In your HubSpot dashboard, navigate to Marketing > Website > Blog. If you’re planning to add the code to a website page, navigate to Marketing > Website > Website Pages.

Find the post or page that you’d like to add the embed code to. Hover over it, then click Edit.

Click into the module where you’d like to add the embed code. An options bar will appear near the top of the screen. In the right-hand side, click Insert.
Choose Embed from the drop-down menu.

A pop-up will appear. Paste the iframe code into the text bar.

Click Insert.
Finished! You can edit the width and height of the embed content to customize it further.

To access the HTML editor, complete steps 1-3 above. On the top options bar, click Advanced > Source Code. You can then paste your embed code manually. Note that the end result is the same.
WordPress
To paste an embed code into your WordPress website, use the following steps:

Access your admin area and go to either Pages or Posts.
Click the title of the post that you want to add the embed code to. This action will take you to the post editor.
Click the Text tab on the upper right-hand corner of the text editor.

Paste your embed code where you want the module to appear.

3. Finished! You have embedded content onto your website or blog.
Once you reload the page, your embedded social post will appear.
Add Embedded Content to Increase User Engagement
By embedding external content on your pages and posts, you can increase engagement on your website and get your site visitors to interact with the content you post on social media. The best part is that it’s easy to do — simply generate the embed code, paste it into your HTML editor, and watch your user engagement grow.
Editor’s note: This post was originally published in September 2013 and has been updated for comprehensiveness.