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features
design
support

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Description

Ombud is a RevOps tool that's built on a foundation in sales engineering, response management and enterprise-level RevOps. We go beyond simple automation and knowledge management to offer context-aware intelligent assistance. This allows RevOps teams achieve significant efficiency gains, reduce costs, and exceed growth goals. Ombuddies are AI enabled, context-aware assistants that support different roles within Revenue Operations. They automate routine task and provide real-time guidance for specific roles, boosting productivity and cutting costs. The Response Management Ombuddy will be your AI assistant to help you with the heavy lifting involved in creating, reviewing and submitting proposals, responses and other documents.

Description

Our solution platform simplifies the entire process from drafting and answering Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires to the creation and configuration of Proposals, Contracts, and Sales Materials, making it easier to collaborate and generate successful responses. We have meticulously designed our platform with a wide array of tools and features that focus on scalability, customization, and streamlined workflows. Among our essential functions are tailored workflows, live tracking, and the ability to manage an unlimited number of projects. Furthermore, all our solution packages include these key features, ensuring that you consistently have access to top-tier functionalities that enhance your productivity and effectiveness. With our platform, you can confidently tackle any project and achieve remarkable results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Google Docs Yes 
Google Drive Yes 
Microsoft 365 No 
Microsoft Authenticator Yes 
Microsoft Azure Yes 
Microsoft Excel No 
Okta Yes 
OneLogin Yes 
Ping Identity Yes 
Slack Yes 

Integrations

Salesforce Yes 
Google Docs No 
Google Drive No 
Microsoft 365 Yes 
Microsoft Authenticator No 
Microsoft Azure No 
Microsoft Excel Yes 
Okta No 
OneLogin No 
Ping Identity No 
Slack No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ombud

Founded

2011

Country

United States

Website

ombud.com

Vendor Details

Company Name

RocketDocs

Founded

1988

Country

United States

Website

rocketdocs.com

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

RFP

Bid Management Yes 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking Yes 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation Yes 
RFP Responding Yes 
Requirements Management No 
Task Management Yes 
Templates Yes 
Vendor Management No 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

RFI

RFP

Bid Management Yes 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking Yes 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation Yes 
RFP Responding Yes 
Requirements Management No 
Task Management Yes 
Templates No 
Vendor Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management Yes 
Training Management No 

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