Proposify Awarded Deloitte Technology Fast 50™ Ranking 2020

The Latka 100 Names Proposify Among Top SaaS Companies in Canada

We’re unabashedly proud that we made the #26 spot of this esteemed list that analyzes 10,000 different software companies around the world to select the top 100 in each country.

What’s An Optimization Call and How Can It Increase Your Proposal Software ROI?

What’s the best way to get the most out of your proposal software? Having an expert to guide you through the tougher stuff, like improving your workflow, updating your template strategy, or simply customizing your settings, can make all the difference. Here’s how an optimization call with a customer success specialist can improve your proposal software ROI, plus a simple 4-step guide to what to expect on the call and what you can do to maximize the value you get from it.

Beyond Case Studies: How to Use More Social Proof in Your Business Proposals

What do Jennifer Aniston, McDonald’s, and chewing gum have in common? They’re all in this post. Oh, and they’re great examples of how to use social proof. Social proof builds trust. It’s why we check product reviews or ask for recommendations from our friends. So, how can you capture that crowdsourced feeling in your proposals? I’m sharing 8 ways to kindle more confidence and persuade your prospects by adding some of these 5-star examples of B2B social proof to your proposals.

Proposify Earns Coveted Spots on G2 Best Software Lists 2020

We don't need to remind everyone it's a challenging time for business. We're all hustling to maintain momentum and morale. That's why the news from G2 that Proposify ranked on four of their Best Software Companies 2020 lists is not only exciting, it's a lift to spirits we all needed.

How to Say ‘Thank You’ in Business

Gracias. Merci. Danke. Obrigado. Grazie. However you say it, ‘thank you’ is one of the most important phrases in your vocabulary and an effective tool for your sales team to build relationships AND revenue. In this post, I’m expressing why you should tell your clients and customers how much you appreciate them and showing you how with a simple message formula and 8 example thank-you notes. (Including some proposal- and RFP-specific ones.)

8 Things Almost Everyone Gets Wrong About B2B Online Customer Reviews

“Oh, that company? I used their product a year ago. It was…” If you’re on the edge of your seat waiting for the payoff of that last sentence, you’re not alone. Customer reviews are one of the most popular ways for prospects to gain insight about what it’s like to work with your business. But how can you make sure your reviews are working in your favour—even negative ones? Here are eight common mistakes sales organizations make with online reviews and how you can turn them into the star of your sales process.

Unlimited Vacation Policies Don’t Work. Here’s What to Do Instead

People don’t take enough vacation time. Salespeople want unlimited vacation, but that type of policy doesn’t work either. How can you encourage a good amount of rest and relaxation for your busy, goal-driven sales team? Here’s what we learned from implementing and then scrapping an unlimited vacation policy here at Proposify and how you can create a sales team culture that respects the value of a little R&R.

Why Your Agency Needs a Client Retention Strategy

Retaining clients will help scale your agency much more effectively than trying to acquire new ones. So how do you keep the clients you have and maintain a happy and mutually beneficial client/agency relationship?

Should Sales Reps Be Responsible For Overdue Receivables?

It’s a scene everyone wants to avoid: your sales reps work hard to close deals but when it’s time to pay up the customer goes MIA. Should your sales reps ever get involved in collecting on these delinquent accounts? How can your team help keep your company’s cash flow moving? Here’s how to handle delinquent accounts, plus 6 ways to prevent them in the first place.