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Proposals

The CorsPro blog is here to provide ideas, valuable insights and creative solutions for the presales process.

You Need This – Next Level Discovery-Driven Proposal Automation

Sitting down with a customer for a discovery meeting is an important step in the sales process. With SalesDoc Architect’s discovery-driven proposal automation you can drive more sales while spending less time in your sales tools and document creation chaos. Discovery-driven automation takes all the information related to customer requirements, needs, areas of pains, etc., then compresses it and all at once automates several steps the proposal and scope of work generation process.

A Cautionary Tale: One Mistake Can Ruin Design and Configuration

99% of companies do some kind of Discovery and Qualification. Even with a list of questions in the Qualification and Discovery stages, salespeople unknowingly omit pertinent qualifiers that dictate the solution path. Given the process sets the foundation for Design and Configuration, engineers may waste hours researching, designing, and providing quotes for solutions that aren’t the right fit. Read our cautionary tale to avoid mistakes in design and configuration.

5 Pitfalls of Incomplete or Inaccurate Sales Proposals

Taking care of your customer starts from the very beginning, with a complete and accurate sales proposal. It takes time – sometimes lots of time. But if you don’t take the time you risk presenting your customer with an inaccurate or incomplete sales proposal. Read about the 5 pitfalls of incomplete or inaccurate sales proposals so you can avoid them.

How to Create Winning Proposals

A proposal is your chance to influence, persuade, and ultimately convince your prospect. That means you need to appeal to the thing they most care about and are interested in. I’ve got a one-word clue for what that is: “Themself”. Not you, not your products and services, and not your marvelous NOC. Your proposal should totally focus on the challenges your customer is facing and your solution to fix them.

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