Proposal Automation Top 10...

Proposal Automation Top 10 Reasons...

Forget about late-night talk-show hosts and their hokey Top-10 lists. Deciding to use a computer-based product to automate the proposal process is a serious and important decision.

That being said, a list of reasons why others have undertaken the use of these important tools can be both enlightening and revealing. These are real-world reasons, ones that we have encountered over the many years we have been serving this market. We find that they strike familiar chords with potential clients which is why we share them here.

...for Proposal Automation
10. Use persuasive format to close more sales
9. Tie proposals to SFA/CRM system, make them part of the sales process
8. Custom-tailor proposals to client to reflect individual needs
7. Make best use of each sales person's time and abilities
6. Style and content reflects well on your organization
5. Avoid "search-and-replace" errors
4. Respond quickly in competitive situations to opportunities (Proposals) or requests for proposals (RFPs)
3. Make sure each proposal is complete, persuasive, correct
2. Automate the proposal process, save time
1. Let sales reps concentrate on closing sales

There are many products available, different ones and different add-ons suitable for just about every situation. The reasons why you undertake such a major project are key to the eventual success of the operation. The successful implementations are done for the right reasons and the right reasons lead to careful and thoughtful understanding of what needs to be done to insure success. So, smile if you will, but this list has its place in the decision process.

We're part of the Building Business Relationships Network (B2RN), a group of U.S. and Canadian Microsoft-certified consultants providing sales force automation, business-to-business tele-services, accounting, and proposal automation software and services.