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The Essentials of a Successful Sales Playbook

As the head of your squad, you already know that sales is a battlefield when your reps are unprepared. Whether they’re new and unfamiliar with your processes, eager to try out an approach they saw on LinkedIn, or just disconnected from the rest of your team, the outcome is rarely a positive one. In order to set your reps up for sales success, you need to arm your troops with a sales playbook. If you’re wondering where to start, take a deep dive into our 8-step sales playbook template to learn how to create one. If you’re still not convinced, or you just want to understand why a playbook is key to success in sales, keep reading.

How To Choose the Best Proposal Software

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.

Proposals and Contracts and Quotes, Oh My! New Templates Hot off the Press.

Do your proposal templates need a polish? Contracts need a clean up? Quotes a quicken? We've got you. Our team of pro designers have been hard at work creating brand new templates purpose-built to help you expedite your closes—and look good while you're doing it.

8 Sales Closing Questions To Help You Seal the Deal

Sales is all about helping people solve problems. No matter how you sell, the key to closing deals is showing your prospects how the value you add can solve their business challenges. And the best way to show value is to ask the right questions. The next time your prospect is on the fence at closing time, try these battle-tested sales closing questions designed to bring it home.

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.

Internal Deal Review is a Breeze with Proposify's New Approval Workflow Enhancements

Is the chase for internal contract reviews and pricing approvals slowing down your deals? Are deals being roadblocked by your own team when it comes time to close? It’s time to speed up and smooth out your sign-off process with Proposify’s new approval options.

Announcing the Coolest New Way to Connect to Fellow Closers

Hello, closers. My name is Nick Brown and I'm a Customer Success Manager here at Proposify. I’m also an ideas guy and do I have a big idea to share with you. Before I do, let me tell you how it came to be.

Proposal Best Practices Backed by Data from Millions of Proposals

Your business proposal can be one of the most valuable assets to help you get deals over the line. But even at this late stage in the sales cycle, you’re probably not the only one competing for your prospect’s business. If you want to stand out in a crowded business deal, your proposal needs to shine. These data-backed proposal best practices will help take yours from average to ace.

Why You Need Sales Analytics

“We’re not closing. We’re falling short of quotas. We’re missing sales targets.”

Let’s face it—every sales team hits roadblocks. Whether they’re most prevalent when you’re generating leads, doing outreach, or sending proposals, they can slow your sales cycle to a halt. While it takes time to find and implement a solution, the good news is that you already have the tools you need to get back on track.

Think about it. Thanks to your CRM and other tools, you generate a massive amount of sales data every single day. By digging into that data, you can uncover insights into the issues standing in your way. And with the right approach, you can leverage sales analytics to help your entire organization shine.

Proposify takes security compliance to the next level with SOC2 Type 2 certification

Proposify has successfully completed the 2021 System and Organizational Controls (SOC) 2® Type 2 examination as recognized by accredited audit firm 360 Advanced.