If you’re looking to make a great first impression, proposal software is your golden ticket. It can speed up your proposal process, ensure accuracy and consistency, and of course, help you stand out from your competition. But as great as it is, it can be expensive. So whether you’re on a budget or just looking to test the waters, we’ve rounded up some of the best free proposal software in 2022.
Team Proposify is all about making every deal a closed deal. We create killer content to help you revolutionize your closing process. We like to drink lots of coffee (it is for closers, after all!) build cool new features, and save the world, one electronic signature at a time. Follow us @proposify
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Being successful in sales requires flexibility. Without a willingness to adapt to new trends, changing customer preferences, and growing markets, you’re bound to fall behind your competition. With new products and processes popping up every other week, change isn’t just welcomed in sales, it’s expected. But even the best prepared reps weren’t ready for the changes we saw in 2021.
Of all of the recent sales opportunities you’ve had, how many of them did you close?
Whether you’re on a hot streak or stuck in a sales slump, most reps can agree that closing is a pivotal moment that almost every deal rides on. It’s the one point that can make or break any deal, and unless you can somehow manage to sell your prospect before delivering your closing/final pitch, it’s unavoidable.
So if you want to crush your quota, you’ll need to learn how to master the close. We’ve rounded up 8 of our best sales closing tips to help you get prospects on board and win more business.
When it comes to proposals, it’s no secret that automation is the way of the future. Why spend time putting together docs manually when you can automate the process to skip the hassle, reduce room for error, and get proposals out the door sooner? In this post, we make the infographic argument that proposal automation is the only way to go if you and your team are serious about sending impressive proposals that get deals done—without the agonizing admin.
Business proposals are your reps’ best, and sometimes final, chance to seal the deal. They help prospects see the value in your offering, explain why your solution is the best one, and lay down a clear path towards a successful working relationship. With so much hinging on getting them right, sending proposals manually is no longer sufficient. In 2021, there’s no excuse not to be using proposal software.
If this year has taught us anything, it’s that people are social. They need to be around other people. While Zoom happy hours and virtual coffee meetings were a start, there’s really no substitute for face-to-face interactions.
Remote selling has come a long way over the past year, but now that restrictions are being lifted, many people are excited by the opportunity to finally meet in person again. As travel for business becomes a reality, the demand for physical events is beginning to climb.
“Always be closing.”
If you’re in sales (and even if you’re not), you’ve surely heard this mantra a hundred times before. The reality is, if you want to be a sales superstar, you’ve gotta be a closer. But some folks in sales are uncomfortable with the term 'closer,' as they feel it carries a negative connotation. Thankfully, the cliche of the callous, cutthroat closer is long gone. However, if you want to succeed, you need to learn how to close the right way.
If you’re in any way involved in the sales process, you already know how big of a deal proposals are. They’re your best—if not your only—shot at convincing prospects to choose your product over the competition. And yet, they’re still treated as an afterthought.
Like it or not, Microsoft Word isn’t meant for designing proposals, and combing through multiple versions of each sales document isn’t exactly efficient. Enough is enough. It’s 2021 and the world’s gone digital, so it’s about time you drop those archaic proposal practices and start using proposal management software to take back control of your sales process.
As a sales rep, your work week is jam-packed with various sales activities. Finding time to prospect new leads, complete follow-up tasks, hit your sales targets, and plan ahead for your next week can sometimes feel impossible. If you feel like you need more time in your week but you can’t seem to find it, there’s a good chance it has to do with your sales productivity. With a few pointers on how to stop wasting time and start increasing sales productivity, you’ll be crushing sales in no time.
Alright, so you already know how to write a winning business proposal, you use proposal software to streamline your sales process, and you’ve mastered the art of proposal design. Now what?
As important as these proposal pillars may be, it’s often the little details that matter most. The use of proper grammar in your proposals will highlight your attention to detail and help you set yourself apart from your competition. So next time you’re preparing that picture-perfect proposal, take a step back to proofread before you send it off. Then, check out these 10 essential grammar tips for better proposal writing.
Sales teams are at the core of almost every organization. From prospecting to sending, their efforts throughout the sales cycle are crucial in generating revenue and business growth. But to prevent costly errors from popping up, their work often hinges on sign offs from various stakeholders along the way. While approvals are great for compliance, they can cause major bottlenecks that can doom deals. In an environment where speed and time are of the essence, a smooth approval workflow process is invaluable. Here’s how to create one.
Whether you’re a consultant or an agency, generating a consistent flow of revenue can be difficult. Projects come and go and client priorities can change, so it’s up to you to ensure you have enough cash flow each and every month. Retainer agreements can help take you from reactive to proactive when it comes to closing deals, and provide you with steady income to keep your business afloat. To avoid any stall in cash flow, consider selling your clients on monthly retainers. Here’s how to do it right.
We've said it before but we'll say it again: The executive summary isn't a summary of your whole business proposal, it's a summary of why your solution is the best one. It’s your opportunity to sell your prospect on why they should choose your company over the competition. And done right, it can give you the ability to win over your prospect before they even reach the pricing section. But before you pop the champagne, you’ll need to learn how to craft the perfect executive summary. To get you started, we’ve come up with three executive summary examples you can use as a guideline.
The janitorial industry is full of companies who compete primarily on price, with little regard for quality. Companies swoop in with promises of being the best / the greenest / the fastest, then underbid on the contract and underperform on the job.
Cleaning services companies like yours — the ones who work hard, pay their employees well, and keep happy customers — need to find other ways to stand out.
When you’re trying to close a deal, having to ask "what's your budget?" can cause both sides to sweat. But knowing your prospect’s budget up front is essential to qualifying them as a lead, developing the scope of the project, and managing expectations on results. Here’s how to get your potential client to open about their budget and set yourself up for a successful proposal and project.
Almost every sales team has inefficiencies that clog up their sales pipeline. Some teams are slow at writing proposals, while others spend too much time chasing down info from their product teams or searching for the right version of the proposal document. Sound familiar?
We get it. The sales cycle is complicated and there’s plenty of room for error, so there’s no judgment if your process isn’t perfect. But that doesn’t mean that you should learn to live with your inefficiencies, especially when there’s a solution that can help you avoid them: proposal software.