5 Ways to Shorten Your Sales Cycle with Quote and Proposal Automation

| By:
Kent McNall

Sales is the linchpin of growth, and the quoting process can often be a manual task, blocking reps from doing what they’re best at—selling! There’s a better way. With a powerful quote and proposal automation tool, you can empower your reps to focus solely on selling.

Follow these 5 steps to shorten your sales cycle, and win more deals:
1. Put templates on tap.

Select from a library of templates rather than starting from scratch. It’s easy and repeatable, shaving precious time off the quote-creation process.

2. Stop the waiting game.

Give clients instant access to their quote or proposal via online delivery. Send an interactive, customized quote to your prospects, so they can select and accept your quote(s) in real time.

3. Control quality.

Outline a standard and repeatable quoting process, so your sales team is consistent and efficient. And get the same output every time. You’ll gain the peace of mind that comes with knowing each quote that goes out your door looks as good as the last.

4. Know when to follow up.

Be notified when a client views your quote, so you can follow up with a perfectly timed phone call.

5. Get to ‘YES’ faster.

Have your clients sign electronically with our built-in e-signature tool. They can sign and reply in just a few clicks. It’s that easy!

Everything mentioned above can easily be accomplished with ConnectWise Sell. We do all the heavy lifting, so you’ll get an easy-to-use solution to drive sales forward. With a library of templates, online delivery functionality, standardized processes, visibility into when clients view proposals, and an e-signature tool, you’ll be well-equipped to rev your sales engine.

Check out our guide to learn more about why you need quote and proposal automation to help you accelerate your sales cycle and grow your business. Download the free eBook: Choose the Right Quote & Proposal Automation Solution.