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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.

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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.

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How to say 'thank you' in business

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 sales-specific ones.

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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.

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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.

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