With the aim of creating a centralized content hub that could meet the needs of the entire Axon ecosystem— from the proposal and sales teams to product, marketing, and technical communication departments—the company replaced its existing system with the QorusDocs proposal management platform in 2021. “QorusDocs offered me a way to make my own pie, if you will. I can put my own ingredients into it, pulling all of our content together in one place to support all use cases,” said Torres. “Whether I’m a sales team that wants to come and look at content, a proposal manager creating proposals, or content teams contributing content, the content can all live in one place that everybody can access it quickly and easily.”
Seamlessly integrated with Salesforce, Microsoft SharePoint, Microsoft PowerBI, and Microsoft 365, QorusDocs’ AI-powered proposal management software simplifies, automates, and personalizes the creation of proposals, RFP responses, and pursuits by using the most up-to-date content from a single source of truth and combining the most effective content from Axon’s winning proposals with QorusDocs data-driven content recommendations.
QorusDocs’ built-in measurement tools provide powerful insights and reports that help Axon improve its decision-making process, both on a daily and long-term basis. With a Microsoft Power BI report template with pre-built customizable dashboards based on QorusDocs, SharePoint, and Salesforce data, Axon can access rich underlying data to analyze a vast array of metrics impacting the response management process.
“We have dashboards set up in QorusDocs from Power BI that show us exactly how many bids we did this year, what the costs were, what the tiers were. It’s our source of truth as a proposal team,” said Estevan. “With irrefutable clean data, we know exactly what we did, why we did it, whether it’s product, whether it’s a region, a sales group. I can drill down in my Power BI report, based on all the pursuit information and smart fields—smart fields that I have customized—and I can tap into that data to help guide our planning and decision-making processes.”
Estevan added, “The QorusDocs implementation process has been really collaborative and transparent. The team has been extremely open to my requests, turning my asks into reality. I have nothing but positive reviews and great admiration for everybody that I’ve worked with on the project.”