Can your Business Survive Without a Proposal Software?

Propsal Software

The answer to this question is a resounding ‘No’. Consider any successful VAR-related IT business and I am sure the CEO of that organization will tell you the importance of using proposal software. The point is when it comes to survival, you got to use technology that will make your business more streamline and profitable. Automation is the key to bring efficiency into your business operations and moreover will help to increase productivity of your staff and enable you to stay ahead of the competition.

A proposal software is something you can trust to streamline and automate your sales process. No matter how sophisticated your solution is, if your sales process is not dynamic and evolving, there is little possibility that your business will grow. A proposal software is an automated tool that can allow you to create effective proposals effortlessly. So using this software could be one of the best business practices to survive in today’s competitive environment.

Reasons behind Advocating Use of Proposal Software

  • Create Proposals with little Effort

Let’s face it; Writing and submitting proposals manually is extremely time consuming. This can always be avoided with Proposal Software that provides a quick and easy way to create proposals. The time spent on creating a proposal will reduce drastically using the software. It will save your hours in getting proposals ready for your customers. So instead of hours, you would spend minutes in generating proposals. In fact, your clients would be surprised about how fast you are submitting proposals to them. Clients don’t have to wait for long (which is what every customer is looking for) to receive a proposal.

  • Grab Prospects’ Attention

Proposals that are created using the software are sure to grab and hold the customers’ attention. This is because the software helps to generate attractive and visually engaging proposals. In short, the software also takes care of visual aspect of the proposal, which is equally important to generate interest of the customer in the proposal.

  • Get Higher Price

Consider this; you might be an expert in developing E-commerce Platform for your customers but if you are unable to create a good impression at the time of submitting proposals, don’t expect clients to pay a good price for your expertise. So if the proposals are not professionally presented, your prospect might not be willing to close the deal, despite having good credentials. To resolve this issue, you got to use the proposal software. The software allows you to produce highly attractive proposals that can help attract more customers and close more sales at higher prices. The professional-looking proposals created by the software are sure to attract more clients. Moreover, the software will help convince your customer that the solution you are providing is best to suit his needs. The software also has an eCommerce proposal template that can be customized as per the client requirements.

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How to find the Best Quoting Software?

bullseye

When it comes to creating sales quote quickly, using the Proposal quoting software has always been the first choice for organizations that are into sales business. However, there are a plethora of options available for choosing quoting software applications and so it is natural to get confused about which is the right one that meets your requirements. The following blog will clear all your doubts as it discusses the various characteristics of the best quoting software.

  • Must be Cloud-based Software

Web-based software means the software should be accessible on the Internet. Just one version of the software is installed and maintained on a server, which is available to anyone who has an Internet connection. Web-based quoting solution eliminates the tedious task of installing it every time a client wants to use it. So if a sales quoting tool is web-based, customers can easily access it through a web browser. Web-based solutions are flexible, require no installation and can be easily customized according to customers’ requirements.

  • Must Integrate with CRM and other Relevant Apps

Most organizations use CRM integration software to streamline their sales process. So, you need to choose quoting software that easily integrates with CRM. CRM integration means that your sales quoting software and CRM will function together, which is critical to manage your customers as well as to obtain new leads.

The integration will ensure seamless flow of information between the two software applications. Also, when you are able to integrate your sales quoting tool with CRM and other relevant apps, you are able to keep a track of customer and sales lead information from one place. This can certainly help to increase productivity and allow you to focus more on converting leads into sales.

  • Must Allow you to Accept Online Payments

Consider this: Your customer finds your sales quotation well within his budget and accepts it. Certainly you don’t want to keep your customer waiting to pay. So if the customer finds your sales quote feasible and want to pay as fast as possible, you definitely don’t want to lose this opportunity. Online payment system integrated with quoting and proposal software will enable your customer to pay right away. So make sure that the quoting software has an online payment processing system, which will simplify the customers’ payment method. So there should be a link in the quote itself that will allow the customer to place order easily.

  • Should Support Different Currencies

It is a known fact that all sales quoting software tools available in the United States allow its users to do business in US and Canadian dollars. However, if you want to expand your business in other locations, say European countries, it can be difficult since in these countries, business transactions are not executed in dollars. Such a scenario puts limitations on making business transactions in a foreign currency. In an ideal situation, the best quoting software should support international payments. So consider a sales quoting tool that supports multiple currencies so that you can execute transactions in different currencies. It should allow you to track sales in different currencies. If this is not possible, at least ensure it supports the currency in which you do your business.

  • Should Support your Pricing Recommendations

Business organizations often use different strategies such as cost-based pricing, volume-based pricing, and value-based pricing for pricing their products and services. So the quoting software should support different methods of pricing so that business can be done in different ways as per your strategy and requirement.

Sources: http://www.varstreetinc.com/blog/index.php/lets-shoot-best-quoting-software/