Process

6 Ways to Stop Wasting Time and Start Increasing Sales Productivity

As a sales rep, your work week is jam-packed with various sales activities. Finding time to prospect new leads, complete follow-up tasks, hit your sales targets, and plan ahead for your next week can sometimes feel impossible. If you feel like you need more time in your week but you can’t seem to find it, there’s a good chance it has to do with your sales productivity. With a few pointers on how to stop wasting time and start increasing sales productivity, you’ll be crushing sales in no time.

The Importance of a Deal Approval Workflow (and How to Create One)

Sales teams are at the core of almost every organization. From prospecting to sending, their efforts throughout the sales cycle are crucial in generating revenue and business growth. But to prevent costly errors from popping up, their work often hinges on sign offs from various stakeholders along the way. While approvals are great for compliance, they can cause major bottlenecks that can doom deals. In an environment where speed and time are of the essence, a smooth approval workflow process is invaluable. Here’s how to create one.

How to Sell Your Clients on a Monthly Retainer

Whether you’re a consultant or an agency, generating a consistent flow of revenue can be difficult. Projects come and go and client priorities can change, so it’s up to you to ensure you have enough cash flow each and every month. Retainer agreements can help take you from reactive to proactive when it comes to closing deals, and provide you with steady income to keep your business afloat. To avoid any stall in cash flow, consider selling your clients on monthly retainers. Here’s how to do it right.

Three Business Proposal Executive Summary Examples You Can Steal

We've said it before but we'll say it again: The executive summary isn't a summary of your whole business proposal, it's a summary of why your solution is the best one. It’s your opportunity to sell your prospect on why they should choose your company over the competition. And done right, it can give you the ability to win over your prospect before they even reach the pricing section. But before you pop the champagne, you’ll need to learn how to craft the perfect executive summary. To get you started, we’ve come up with three executive summary examples you can use as a guideline.

How To Write a Cleaning Services Proposal

The janitorial industry is full of companies who compete primarily on price, with little regard for quality. Companies swoop in with promises of being the best / the greenest / the fastest, then underbid on the contract and underperform on the job.

Cleaning services companies like yours — the ones who work hard, pay their employees well, and keep happy customers — need to find other ways to stand out.

How to Ask Clients “What’s Your Budget?” Before Writing a Proposal

When you’re trying to close a deal, having to ask "what's your budget?" can cause both sides to sweat. But knowing your prospect’s budget up front is essential to qualifying them as a lead, developing the scope of the project, and managing expectations on results. Here’s how to get your potential client to open about their budget and set yourself up for a successful proposal and project.

How Proposal Software Can Help Save Time and Increase Efficiency

Almost every sales team has inefficiencies that clog up their sales pipeline. Some teams are slow at writing proposals, while others spend too much time chasing down info from their product teams or searching for the right version of the proposal document. Sound familiar?

We get it. The sales cycle is complicated and there’s plenty of room for error, so there’s no judgment if your process isn’t perfect. But that doesn’t mean that you should learn to live with your inefficiencies, especially when there’s a solution that can help you avoid them: proposal software.

How to Structure a Proposal

Starting a new proposal can be daunting, especially if you’re starting from scratch. What do you include? How do you organize it? Find out how to structure a proposal that will help you seal the deal.

There’s a ‘Black Box’ in Your Sales Process. Here’s How to Remove It

4 Tools Already in Your Sales Tech Stack You Can Integrate With Proposal Software