Resources > Customer Stories

How WalkMe® Stepped Up RFP Management with 1up

The Challenge

WalkMe®, an SAP company, faced challenges in managing highly technical questionnaires due to their extensive product suite.

 

The complexity and variety of these RFPs affected their response time and efficiency, depending on the type of sale involved.

 

Efficient RFP management was crucial to maintaining their focus on a growing customer base, necessitating a swift solution to streamline the process.

The Outcome

WalkMe's partnership with 1up has significantly enhanced their RFP management process. By centralizing the knowledge base and automating the RFP workflow, 1up has optimized team collaboration and response efficiency.

 

This allows presales sales, sales engineers, and account executives to concentrate on high-value, customer-facing tasks such as strategic discussions and partnerships.

 

Consequently, RFP responses are efficiently managed, enabling experts to personalize and contextualize them swiftly and confidently.

WalkMe

Why WalkMe Came to 1up

WalkMe’s Digital Adoption Platform guides users through any workflow, resolving digital friction and maximizing software ROI.

 

This process can be messy and time-consuming, but it is a real need in the industry. And with WalkMe being one of the top digital adoption platforms, they were getting a lot more prospects sending RFP questionnaires.

 

This means the bid team at WalkMe needed in-depth product knowledge to answer tough technical questions for RFPs and security questionnaires.

 

To support their growing volume of RFPs, WalkMe needed a faster, more scalable way to respond—without sacrificing quality or accuracy.

 

If only they could tie all of their knowledge sources into a single platform that was easily accessible to their entire team.

Pradeep Nayar WalkMe (SAP)

They Had All the Data. But They Couldn’t Use It Effectively.

WalkMe had all the knowledge at their fingertips. But still, the bid team had to wade through files, message coworkers, and interrupt SEs, who are already burdened with endless tasks.

 

Before 1up, that’s what they had to do.

 

The RFP completion process took hours — sometimes days (or longer).

 

RFPs got held up during hand-offs to different team members, came with mistakes due to normal human error, and it was just an inefficient process that caused a big headache for everyone involved.

 

Then 1up stepped in.

 

When we began our talks, WalkMe ran a thorough evaluation of 1up:

 

The team at WalkMe tested 1up against multiple approaches - manual, legacy tooling, new AI-native tools.

 

They found that 1up had the best user experience.

 

WalkMe already had all the content and technical information they needed. Plus, they already had hundreds of previously completed questionnaires.

 

With this, 1up revolutionized how WalkMe managed RFPs with a fast, accurate AI that unified all their knowledge so they could now cut the time of completing RFPs up to 90%.

 

Now, the WalkMe team can quickly, accurately, and precisely respond to RFPs with a simple RFP process:

 

  1. When potential clients send over an RFP questionnaire, the Presales team uploads it to 1up.
  2. Then, 1up pulls information from WalkMe’s centralized knowledge base and completes the questionnaire in minutes.
  3. A human reviews all the answers and makes custom tweaks to refine the questionnaire response.

 

That’s it. And incorporating 1up just saved up to 90% of the time they used to spend wrestling with RFPs and security questionnaires.

 

Now the team responds faster, more confidently, and with complete alignment—so they can keep their energy where it matters most: building value with customers.

quote-pink

The 1up platform's advanced automation features have significantly enhanced our team's productivity, enabling us to allocate more time towards enriching the depth and strategic context of our bid responses. This elevated standard has now become our operational benchmark.

Pradeep Nayar,
Global Bid Manager @ WalkMe (SAP)

1up Fully Automates Enterprise Knowledge for Accurate RFP Management

1up connected all of WalkMe’s knowledge sources:

  • Product documentation
  • Sales playbooks
  • Sales assets
  • Other web and document-based knowledge sources

This vast amount of information is collected in a single, centralized knowledge base, on a unified platform that team members can access in seconds.

  • No more hours spent finding information
  • No more chasing down teammates.
  • Every team member has access to the same information.
  • Every team member can message @1up in MS Teams or Google Chat for a quick, accurate response to a question.

 

They can even work directly on a potential client’s webpage by connecting 1up’s browser extension.

 

The sky truly is the limit.

 

The biggest selling point of this entire process is that their bidding teams now have the freedom to build relationships, establish trust, and drive brand loyalty.

What WalkMe Loves About 1up: Avoiding the Nightmare RFP

WalkMe's Global Bid Manager Pradeep Nayar discusses the joy of avoiding the nightmare RFP, the best advertisement 1up could hope for — real word-of-mouth.

 

Because 1up is tapped into WalkMe’s knowledge sources, the team never has to worry about inaccuracies or hallucinations. 1up can only pull information from your sources, so it’s always absolutely accurate and updated with your most recent and relevant information.

 

This means the WalkMe team’s trusted resources are readily accessible.

 

WalkMe also loves the multi-lingual support at 1up.

 

Because the organization is global, the ability to respond to RFPs in multiple languages was essential.

 

1up is fully capable of generating automated responses in multiple languages including French and Japanese.

 

We’ve transformed the entire sales process for the team at WalkMe with quick response times, a centralized sales knowledge base, and easy collaboration tools.

 

1up has become an invaluable tool for WalkMe, and we are so excited for the entire team’s success.

 

Ready to see for yourself?

 

Sign up for a free trial and set it up for your company in just minutes.

 

Disclaimer: Results are specific to WalkMe’s deployment. Individual outcomes may vary.

 

WalkMe is a registered trademark of WalkMe Ltd. All other product names and trademarks are the property of their respective owners.