Growing your business revolves around the success of your sales cycle, and all too often the quoting process results in tedious, pain-staking time being lost—time that could be better spent connecting with potential partners. Fortunately, with a powerful quote and proposal automation tool, you can enable your reps to optimize their time and sell more efficiently.
Follow these 5 strategies to streamline your sales process, and win more deals:
1. Develop a library.
Rather than starting from scratch, keep well-written, standardized templates on tap. This will shave precious time off the quote-creation process. When you have a go-to for pre-approved templates, you don’t have to worry about embarrassing copy/paste mistakes.
2. Capitalize on instant-access delivery.
Allow clients to select and accept your quote(s) in real time using online, interactive, customized quotes and proposals. Our on-the-go business culture means no one wants to slow down for a quoting process. Keep them moving with easily accessible tools.
3. Ensure quality.
Guarantee accurate, professional quotes every time with an easy and repeatable procedure that will save you valuable time, without compromising quality. When your quoting process is repeatable and dependable, you can trust your clients are getting the information they need without delay.
4. Enable perfectly-timed follow ups.
Receive notifications as soon as a client views your quote, facilitating strategic check-ins with your prospects. Don’t let potential sales sit waiting for you to see them! Act fast and close more deals sooner.
5. Expedite “WINS.”
With a built-in e-signature tool, allow prospects to become clients in just a few clicks! It’s that easy! No time wasted, no fax machines to track down.
With ConnectWise Sell, you accomplish all of the above and more! Be well prepared to accelerate sales with a library of templates, state-of-the-art online delivery functionality, standardized processes, visibility into client views, and our e-signature tool. With these features, you gain the advantage and find the solution to quoting time guzzlers.
Accelerate your sales cycle and grow your business with quote & proposal automation.