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Proposals

How to track leads from proposals to close and beyond

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.

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Proposal Best Practices Backed by Data from Millions of Proposals

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.

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Why You Should Integrate Proposal Software With Your CRM

Why You Should Integrate Proposal Software With Your CRM (and How To Do It)

Your CRM is one of the most powerful sales tools in your tech stack. Whether you use HubSpot, Salesforce, or any other platform, popular or niche, it’s your sales team's single source of truth and numero uno for managing customer information and deal stages. With so many potential applications, it’s no wonder over 91% of companies with 10+ employees now use a CRM. But as powerful as it may be, it becomes even more impactful when you bring other tools, like proposal software, into the mix.

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How to Prevent Sales Leader Burnout

How to Prevent Sales Leader Burnout

In the world of sales, there are few things more scary than the word “burnout.” We've all seen it. Reps struggling to get through each day, showing up exhausted, and unmotivated -- or not showing up at all. Whatever the underlying cause may be, it’s your job as a leader to help them get back on their feet.

But what about you?

On top of the pressure you receive from above, the constant focus on hitting metrics, and your ongoing drive to break sales records, you’re tasked with keeping your reps on track. It all adds up, and sometimes it can be too much. Sales burnout is a real problem, and it affects everyone on the sales team, including sales leaders.

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proposal management software

Why Every Sales Team Needs Proposal Management Software

If you’re in any way involved in the sales process, you already know how big of a deal proposals are. They’re your best—if not your only—shot at convincing prospects to choose your product over the competition. And yet, they’re still treated as an afterthought.

Like it or not, Microsoft Word isn’t meant for designing proposals, and combing through multiple versions of each sales document isn’t exactly efficient. Enough is enough. It’s 2021 and the world’s gone digital, so it’s about time you drop those archaic proposal practices and start using proposal management software to take back control of your sales process.

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Sales productivity graphic

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.

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essential grammar tips image

10 Essential Grammar Tips For Better Proposal Writing

Alright, so you already know how to write a winning business proposal, you use proposal software to streamline your sales process, and you’ve mastered the art of proposal design. Now what?

As important as these proposal pillars may be, it’s often the little details that matter most. The use of proper grammar in your proposals will highlight your attention to detail and help you set yourself apart from your competition. So next time you’re preparing that picture-perfect proposal, take a step back to proofread before you send it off. Then, check out these 10 essential grammar tips for better proposal writing.

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An approved sales document on a busy office desk surface in front of a computer, beside a fresh cup of coffee.

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.

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