What is a sales proposal?

It’s important that sales professionals view sales proposals as tools of their business.  Sales proposals effectively get your idea in front of your clients.  They are delivered in a manner that gives the client time to reflect upon the solution you are offering to their needs. At it’s most basic description, a sales proposal is a written pitch that educates the client on your company’s service or product.  Good sales proposals are tailored to the client after the sales professionals have gained a clear understanding of the client’s business and needs.

Sales Proposal

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Collaborating Users Feature on ClientSky Unlocks Sales Team Success

Helen Keller is credited with a simple, yet profound quote on teamwork; “Alone we can do so little; together we can do so much.”  There are many of us that believe we can take on every problem, issue and opportunity in the world, but that may not be the most effective strategy for long-term success.  Teamwork in the sales profession is quickly becoming a standard as clients require more and competition and technology continue to grow. ClientSky has addressed this trend with the addition of a collaborating users feature for it’s online sales proposal software.

Collaborating Users

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Client Testimonials and Graphics Available on ClientSky!

Client TestimonialsWhy do you need client testimonials and graphics in your sales proposals? To answer that, ask yourself:  “Do my sales proposals introduce clients to my business in an effective way?”.  Often times we feel that as long as we have established a great face-to-face rapport with our clients, the look and feel of a sales proposal may not be as integral to closing the deal.  The truth of the matter is, a well written, sophisticated sales proposal can make the difference between landing a sale or not.

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Sales Proposal Templates Feature Available on ClientSky

Do you find yourself frequently creating the same type of sales proposals?  Why recreate the same work every time?  ClientSky offers sales proposal templates which allow users to quickly and easily save their work into templates in order to save time on future proposals. ClientSky already eases the sales proposal process by seamlessly swapping out client information (name, logo, etc.), but using templates will ensure you can generate a neatly completed proposal in minutes!

Sales Proposal Templates

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Online Sales Proposals: Writing an Effective and Engaging Proposal

Effective online sales proposals are the ones that clearly state the problem of the client and its solution.  The basic idea of a proposal is to bring out the need of why the client should choose you instead of your competitors.  It’s important to present a clear and crisp proposal to attract your clients, rather than a lengthly presentation that loses sight of the clients needs.

Online Sales Proposals

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Sales Analytics Feature Tracks Meaningful Statistics

Sales analytics are immeasurably helpful in spotting trends and opportunities, offering incentives and finding areas that need improvement.  The business of sales is ever changing and it’s important that sales teams today have instant access to updated sales analytics.  No matter what the size of your sales team is, ClientSky makes it easy to quickly and painlessly review sales analytics on a regular basis.  The ClientSky sales analytics dashboard keeps all sales data together in one easy to use place. This keeps you informed and in front of your clients so your sales can continue to grow.

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Your Sales Proposal Sucks

Sales Proposal SucksVery often, many salespeople look at their sales proposals and are happy with the way they tell the story of their companies, their services, etc. What they don’t realize is how bad their proposals….suck.

Most likely, you have a terrible sales proposal and don’t even know it.  It isn’t that these sales proposals are poorly written, formatted or designed. In fact, the opposite is true – they often look very professional and the author has invested a ton of time on the content, formatting, proofing, etc. The real problem with these proposals is that they are just TERRIBLE at helping close deals. If you sales proposal does suck, you likely fit into one or more of the following categories of sales proposal writers:

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Custom Domain Branding Feature Added

Custom domain branding for your sales proposals is now offered by ClientSky. Sending proposals from a custom domain streamlines the proposal process and allows for better brand recognition during this important phase of gaining new business.  Clients will now see your company name in the url for the proposal as shown below.  This feature helps to cultivate a level of trust and build brand loyalty with your clients.

Custom Domain Example

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Professional Service Sales Tips

Professional Service Sales

Professional service sales are much more challenging than selling products. Why? Because you have to get your potential customer to understand the value in you, your company and very often an assortment of intangible factors that should sway them to buying your particular service. Rather than paying attention to product features, a customer pays attention to your strengths and weaknesses when making a buying decision. This can be very intimidating to new salespeople, especially ones that lack the previous experience or contacts to allow their reputation to speak for itself.

Selling professional services is much more intimate than a product sale. With a product sale, you tell the customer a price, they agree to it and you send them an invoice. With a professional service sale, there is a much more extensive process. The following professional service sales tips should help:

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