Proposals Don’t Need to be Complicated to Win More Deals

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Keep Track of Which Proposals You Sent to Who (and When)
If you’re in the game of sales, you’ll probably send many proposals to prospective clients. Using a CRM that lets you track this will help you immensely. Knowing when you sent a proposal and having access to the proposal in your CRM will help you follow up at the right time and have the information you need readily available when you do.

Pro tip: Close CRM’s new document storage feature enables salespeople to quickly attach proposals and other documents to their Lead page in the CRM. Files can later be searched for, viewed, and downloaded directly from Close. Keep this essential information on hand, and stop digging around your hard drive whenever you want to follow up.
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Craft a Follow-Up Message That Encourages Action
Another positive aspect of using a CRM is scheduling follow-ups so you don’t have to keep thinking about it or forget to do it. When you follow up on a proposal, you can craft a message that encourages your audience to take action by reminding them that everything they need is in the proposal.

Ask them what their boss thinks about the proposal, if they singapore telegram data have everything they need to move forward, or if there’s anything in the proposal that needs to be changed. Try to make it a question that leads to the next stage of the sales cycle, which at this point is closing the deal.

For most salespeople and business owners, a simple proposal is all you need to help you win more deals, so don’t over complicate it. Be sure to include the essentials we listed above and follow some of the best practices, but don’t feel like you’re writing the next great American business book.

Most of all, focus on what’s in it for your audience and why you uniquely can service their needs. Proposals that always follow this principle will win the most deals.

Lastly, tracking proposals (and the rest of your sales process) is much less complicated when you have an easy-to-use CRM. Close is the ideal CRM for service businesses and salespeople who rely on proposals to help them win more deals. It allows you to attach proposals alongside all of the other relevant information on your leads so you always have the context you need to follow up effectively.