4 Steps For Writing A Winning Sales Proposal

*This is a guest post by Jennifer Riggins, Community Manager at Quote Roller.

Making an effective sale can be an art form. Luckily, in today’s technology-driven society, you can achieve spectacular results by using business-based SaaS (software as a service) like partnering Base CRM with Quote Roller.

To start off any successful sales pitch, first you need to get to know your clients and their needs. Using a CRM like Base helps you organize your communication and allows you to build a long-term relationship with clients old and new. Then, you need a business proposal that shows you know them and are well-equipped to respond to their needs.

Getting started

A business proposal puts the buyer’s requirements into a context that favors the sellers’ products and services, and educates the buyer about the capabilities of the seller in satisfying their needs. A successful proposal results in a sale, where both parties get what they want; a win-win situation.

A business proposal, like all communication with your client, should be written like anything else in business: clear, concise, and using simple language. Be wary of using lingo that you are not familiar with; you don’t want to take the chance of being misunderstood. The winning proposal will be the one that best communicates a core message of solutions to its audience. Regardless of the type of project you’re pitching, a proposal should provide your potential client with everything they need to know about you and your company to make an informed decision, while not adding too much extra information that just bogs down and distracts the client.

Focus the proposal on the client

After pricing, the client is looking for your business proposal to explain the problem that the client is facing and how you can solve it. Take the time to tell your client why you are qualified for the job, but don’t make your business proposal too much about you — seriously, it’s not about you, it’s about them. While taking time to address their needs, then save time by kick-starting your proposals using one of Quote Roller’s more than 35 free, sector-based templates.

Add credibility

While it’s vital to make sure the focus of your business proposal is on your potential client, their needs, and how you can help them solve their problems, you also want to be able to back up your claims with some credibility. Feel free to include references from past clients. You can share a brief story outlining the problem of a past client with a similar situation, and how you solved it for them. If you’re using multimedia-rich Quote Roller, you can even include a video or two of your satisfied clients, endorsing you right from the horse’s mouth. If you are in design or some creativity-focused work, make sure to sprinkle samples of your work throughout — it breaks up the monotony of often-boring business proposals and shows off your company better than a thousand more words ever could.

Don’t forget to close!

For your business proposal to be effective, it should include a call to action within the close, providing your reader with the next step you hope they’ll take. If you are using Quote Roller, you can give your clients options with optional pricing catalogs that you can save and reuse. You can also allow them to comment within the proposal. Finally, don’t give them a chance to reconsider by giving them the option to say Yes with an e-signature right then and there.

Then keep in touch!

Whether you win or lose, it’s important to make sure your client knows you’re there for them — always in the back of their minds, without being too intrusive. Using a CRM like Base makes sure that you keep in touch through the entire sales process. It makes sure your sales and marketing departments are working together to provide excellent service. And, when you get that business proposal signed — which will inevitably happen when you’re pairing rockstar SaaS like Base and Quote Roller — you can make sure to regularly update your client on the progress of the project with just a click, all the information together in one place.

This new partnership makes managing the entire client lifecycle a breeze. 

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