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One out of every four salespeople say connecting their sales tools is the most frustrating aspect of using their tech stack. Here's how integrations link the sales tools your team already uses—like Salesforce, Stripe, and Slack—with proposal software for better tracking, invoicing, collaboration, project management, and more.
Teams that collaborate are five times more likely to perform better. But yet sales teams still maintain their silos and shy away from it when creating their sales docs. Here’s how to get smart about proposal collaboration and make it the not-so-secret agent in your sales team’s success.
Remote work has increased more than 1.5x since 2005 and, especially in light of recent events, this trend shows no sign of slowing down. In this post, I’m sharing five ways to keep your proposal process productive no matter where your sales team is signing on from, plus members of Team Proposify weigh in with their top tips for working from home.
How can you improve collaboration in your remote sales team’s proposal creation process—without creating a free-for-all? How can you increase productivity without losing control of the end product? I’m outlining the three most common proposal content management strategies for remote teams and franchises and how to implement the only one that offers organization, scalability, and insight.
What Bill Gates, Lucille Ball, and Proposify’s Customer Success team can tell you about the best way to consider, buy, implement, and use proposal software to improve your sales doc workflow’s efficiency.
How many steps does your sales doc creation workflow have? 15? 20? More? Who knows??? That’s dangerous, because a bloated workflow and the doc creation chaos it creates will have your sales team adding their own step to the process—job hunting. Here’s why and how you should fix your cumbersome process now.
Is part of your sales doc process punching the lights right out of your sales team’s productivity? Here’s how to find out what’s dragging your workflow down, change up the process to something that actually works for everyone, and get high-quality proposals, contracts, sell sheets and other sales docs in front of prospects faster.
Slack is a powerful business collaboration tool. If used incorrectly, however, dangers lurk within its emoji-filled channels that can take your sales team from 🚀 🎯 🍾 to 📉 🤦♀️ 💩. Here’s how to keep Slack from killing your close rate AND strengthen your proposal collaboration process at the same time.
Think outsourcing is the perfect way to make your lead gen or sales red-hot? Hold up. Don’t put the hot-dog cart before the outsource. There are lots of things to consider, from how outsourcing fits into your sales strategy to how to find the perfect partner vendor for your needs. But not to worry, we’ve got the inside scoop on sales outsourcing.
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?
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