How to win more deals with perfect Sales proposals

How to win more deals with perfect Sales proposals

We know creating compelling Sales proposals in business is really crucial to closing deals. 

Sales reps interact with customers at various levels before sending out their final proposal to seal the deal. 

Sales proposals are of utmost importance in sales as they are the first customized deliverable that outlines clients’ specific requirements and solutions catalyzing faster deal closure and encouraging future sales.

However, if your proposal is inaccurate, unimpressive, or delayed, all your efforts in closing the deals will go in vain.

So, in this blog, we share what ways you can win deals with perfect sales proposals and how you can create one!

So, let’s dive in!

Salesforce document generation tool

Create error-free Sales Proposals

The major pain points a Sales team faces while sending out sales proposals are human error, lack of visibility, and inconsistent brand image. 

And these issues arise when you input data to create proposals manually. Plus, manual entries take time and concentration, a lack of which will result in a faulty proposal.

Sales teams can solve the issue by using a cloud-based document generation tool like Docs Made Easy. With this tool, you can create compelling Sales proposals by merging data from any standard or custom object into richly-formatted templates in Salesforce

So, through this app, you can send out impressive Sales proposals by pulling relevant data from Salesforce delivering accurate and error-free auto-generated proposals.

Maximize productivity and shorten the sales cycle

When you create proposals with tools like Docs Made Easy, you save ample time and energy as this tool generates proposals by pulling data from Salesforce CRM in just a few seconds. 

As proposals get created instantly in Salesforce, the Sales team can deliver them in a given time, speeding up the process of the closing closure. 

Hence, by automating the proposal generation with Docs Made easy, sales teams are sparred from the repetitive tasks saving time to prepare for the next deal. 

Deliver a great customer experience

Creating proposals faster and reducing admin work proves extremely beneficial in providing a better customer experience to your new clients.

With the document generation tools, Sales reps can create beautiful templates that accentuate the highlights of the deals and present solutions that are clear, concise, and eye-catching.

Besides, sending out proposals as and when asked to leave a good impression on the client, making them your loyal customers.

Wrap Up

Thus, we see that by creating a perfect proposal that is error-free and immaculate, you can win deals faster.

So, without any delay, install the Docs Made Easy app today from Salesforce AppExchange and create winning proposals in seconds!

About the Author

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with passionate people.

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