
Process


Working Remotely: 5 Tips and Tools to Keep Your Business Proposals on Track
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.
What’s the Best Proposal Content Management Strategy for Remote Sales Teams?
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.
The Biggest Mistake Sales Leaders Make When Buying Proposal Software
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.
Why You Need to Simplify Your Sales Doc Workflow
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.
7 Ways to Knock Out Your Sales Doc Workflow Bottlenecks 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.
The Hidden Costs of Collaboration: Proposals, Productivity, and Slack
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 :rocket: :dart: :champagne: to :chart_with_downwards_trend: :person_facepalming:♀️ :shit:. Here’s how to keep Slack from killing your close rate AND strengthen your proposal collaboration process at the same time.
Why Your Agency Needs a Client Retention Strategy
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?
Is Friction an Ally or an Enemy in B2B Sales?
For prospective customers, sales friction can propel a B2B sale towards a close or stop the buying journey before it can build any momentum. For sales reps, then, it’s a friend AND an enemy. Here’s how to use both the push and pull of friction to supercharge your sales process.