50%+ Higher Win Rate. 90% Faster RFPs.

About Insider

Insider is a global leader in personalized marketing, helping brands “turbocharge conversations, boost engagement, and transform overall customer experiences across web, mobile, and email channels, enabling them to grow smarter and faster.”

Anthony Pukal, a Solutions Consultant at Insider, partnered with Inventive AI to revolutionize their RFP process using cutting-edge AI RFP response software. Watch his full video interview here.

Challenges (Before Inventive AI): 

Insider’s solutions team struggled with a tedious, manual RFP process. All Q&A content lived in Google Sheets, so finding answers and keeping them updated was tedious and challenging. The process was time-intensive, and the team often worked up to last-minute deadlines.

Solution (Inventive AI):

Insider implemented Inventive and started using the AI agents for RFP automation to overhaul their process. All existing knowledge sources which included Q&A pairs and documents were uploaded into Inventive’s Knowledge Hub, creating a single source of truth for proposal content. 

• Time to setup the knowledge hub: 5 days
• Time to first RFP response: 5 days
• Users onboarded: 10 users
• Users using in first month: 4

"Inventive has not only helped us save time, but it’s also helped us win more. Our win rate increased by more than 50% after implementing Inventive.” – Anthony Pukal, Solutions Consultant, Insider

Outcome & Key Results:

With Inventive AI agents, the Insider team saw the following impact 

• 90% Reduction in RFP Completion Time – A ~100-question RFP that once took 4–5 hours now takes as little as 20–30 minutes to complete. This dramatic efficiency gain gives the team hours back to focus on higher-value activities (e.g. customizing strategy, engaging clients) rather than hunting for answers.
• 50% Higher Win Rates – By enabling earlier submissions and higher quality proposals, Insider’s RFP win rate jumped over 50% relative to before. The sales team now submits RFPs ahead of deadlines with tailored, thorough answers, making a stronger impression on prospects. Insider is advancing to final stages more often – with an estimated 50–70%% chance of winning each deal now, up from ~30% before.
• No More Maintenance of Q&A Content library – Insider no longer needs to maintain tedious Q&A pairs. Instead, they can directly upload previous RFPs, integrate their SharePoint, Notion, and Google Drive, and leverage Inventive AI to generate responses effortlessly. This eliminates the daunting task of curating and updating the answer content library manually.
• Better Answers & Updated Content – Inventive AI delivers consistently robust, detailed responses for Insider’s proposals, far surpassing the old cut-paste answers. Content is always up-to-date, eliminating the risk of using year-old answers. The team has confidence that every answer reflects the latest product capabilities and best practices.
• Improved Team Morale – What used to be a dreaded slog is now a more exciting, streamlined process. The solutions team feels energized when a new RFP arrives, knowing Inventive AI has tamed the “gargantuan effort” these projects used to require. Collaboration is easier, workload is lighter, and the team can take on more RFPs without burnout.

"The X-Factor at Inventive is not only is the software fantastic, but being able to work with your team directly, having a line of communication where not only are you guys helping us understand how to utilize different features, but you’re very open to feedback and you listen. Then you go and implement things that can directly impact our team based on that feedback." – Anthony Pukal, Solutions Consultant, Insider

Ready to transform your RFP process like Insider did? Contact Sales to learn how Inventive AI can boost your proposal team’s efficiency and win rates.