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Are you considering to take your sales process to the next level with a proposal software? How do you decide which one is the best for your business?
Sales technology is evolving rapidly, and according to a recent study, “improving sales technology” is the third most important priority for sales executives. Today, with an average of 5.8 tools, companies spend $325/mo per each sales rep.
Proposal software, along with other trending categories like social selling, is becoming more and more popular everyday. Nobody wants to manually manage their business proposals anymore. There are many providers in the marketplace and probably you got confused with how to choose the best one for your individual needs.
Where do you have the biggest pain in your proposal process? Maybe you have to create very complex proposals, you waste a lot of time there, and that creation process definitely has to be improved. Or just the other way around, rather than the creation, you want to improve how you manage your proposals to engage your prospects more to close your deals faster. Proposal software typically helps you with two things:
With which tool do you create your proposals today? Word, Google Docs, In-Design? You can replace these tools with a proposal software to create your proposals online: collecting assets, outlining the scope, creating timelines, etc. This typically covers two aspects of the creation process:
Once the hard work of creation is over, it’s time to send your proposal to your prospect, and hopefully close the deal. Proposal software helps you with several aspects of this part of your sales process too:
Today, most of the solutions in the marketplace, focus heavily on the creation part. They provide extensive editors providing all the functionality mentioned above. If your main problem is around creating your proposals, you should definitely go for those solutions.
However, you might be totally happy with the way you create your proposals today. Maybe you don’t have that complex documents. Or whether it is Google Docs or In-Design, you like the tool you have today very much and don’t have any issues there.
Some proposal software including GetAccept, lets you keep designing and creating your proposal with an external tool, and completely focus on the management aspect, ensuring you get the highest sales engagement and close rate. So if you are happy with your creation process but want to improve proposal management, these solutions will be the best for your organization.
To find the right proposal software for your business, the second major thing you have to consider is that how well this software integrates with your existing sales technology stack.
In conclusion, there are so many proposal software providers in the marketplace, and to choose the best one for your organization, first of all decide whether you need more help with the creation or management side of your proposal process. And secondly, before committing to one solution, make sure it integrates with your existing sales stack seamlessly.
After researching alternatives, the best thing you can do is to schedule a demo and discuss how the solution fits to your sales process.