How To Track Leads From Proposal To Close and Beyond [Infographic]

From software to analytics and beyond, many companies spend significant resources measuring and tracking their top-of-funnel activities. And that’s great, because the top of the funnel is essential for generating quality leads and it only becomes more effective when decisions are backed by data. But it’s not so great when they neglect the bottom of the funnel — you know, the part that’s crucial for generating revenue.

How to track leads from proposals to close and beyond

4 min. read

Without visibility over your ENTIRE sales process, it’s impossible to know why your deals are going dark, or how you can keep them on track. After all, you can’t fix your process if you can’t see what’s going wrong. you could be losing leads or putting entire deals at risk, without even knowing it. Fortunately, we’re here to help. We dug into data from our State of Proposals to bring you insights that will keep your deals moving. Here’s how to track sales opportunities through the bottom of the funnel from the moment you send a proposal to the second you seal the deal (and beyond).

Final thoughts

Proposals are an essential part of closing any deal, but they’re a lot less effective if you can’t see what’s going on once they leave your outbox. Like every other aspect of sales and marketing, visibility is key. It can help you understand what’s going on at each step of the process so that you know exactly what to do and when. With the help of proposal software, you can shine some light on your proposal process and track your sales leads from sent to signed and beyond.

How To Track Leads From Proposal To Close and Beyond [Infographic]

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