Streamline the sales process with proposal automation software
Create templates and asset libraries that automatically create sales material in one-click from a CRM.
Save reps hours of time spent creating sales material
Automate the manual work reps hate: creating content during a deal. With Qwilr, reps generate sales quotes, pitch decks, digital sales rooms and more from a CRM within minutes of speaking with a buyer.
Make personalization something that happens automatically
Most pieces of content sent to buyers are generic from marketing teams. By pulling in data from a CRM, reps dynamically personalize every piece of content they generate.
Keep everything error-free
No embarrassing mistakes occur when product data, company name, and other deal details gets pulled in directly from the CRM.
Connect to your tech stack
Qwilr integrates with all the leading CRM, sales and accounting software, like HubSpot, Salesforce, Zoho, Pipedrive, and Quickbooks.
Proposal automation software is a business solution that streamlines the process of creating, managing, and sending proposals out to prospects.
Not only does proposal automation software save you time, but it also ensures reps are using the latest, on-brand sales assets, and in turn, delivering a consistent customer experience.
Once you've selected a proposal automation solution, consider these key steps to optimize your sales process:
- Start by creating your first attention-grabbing proposal with a specific prospect in mind.
- Gradually expand your content library to provide reps with organized and reusable components that can be used across the various industries or company types you serve. This may include blocks for problem statements, solutions, pricing, testimonials, e-sign, terms and conditions, and more.
- Integrate your proposal automation solution with your CRM to efficiently create and personalize sales assets based on target account information.
- Finetune your proposal strategy by monitoring your proposal close rates and engagement using built-in reporting features.
- Implement user management and brand controls to maintain high-quality sales collateral as your team evolves and grows.
Proposal management is the process of overseeing the entire business proposal lifecycle, from its creation to its delivery, and ultimately, a won or closed deal.
Typically proposal management includes organizing content, managing templates, monitoring proposal performance, and optimizing the sales process.
Ultimately, the primary objective of proposal management solutions like Qwilr, is to enhance efficiency, maintain consistency, and increase the success rate of your proposals, ultimately driving business growth.
Proposal automation can be a great way to enhance your sales process and increase efficiency. Key benefits include:
- Time Savings: By automating the proposal creation process, you can eliminate manual tasks, such as formatting and copy-pasting, which allows your reps to focus on more strategic sales activities.
- Consistency: Proposal automation ensures that your sales assets remain on-brand and maintain a consistent look and feel, without the need for your reps to be 'qualified designers'.
- Personalization: By connecting your proposal automation solution to your CRM, you can sync across account specific data, creating a more tailored buyer experience (without a big pick up increase in manual workload).