Streamline how you create, deliver, and track your proposals with an efficient proposal manager tool.
Best proposal software ever!
Smart, reliable, and constantly improving.
Your ability to send winning bids and pick up lucrative projects depends on your proposal management tools and techniques. Pairing a skilled proposal manager with the right software can give your company an edge against the competition.
With the right proposal management software—and proposal manager onboard—your company can consistently hit sales targets and line up more work than ever before. As you streamline your proposal management operations, your company can greatly benefit in the long run.
Before you can do this effectively, however, you need to know how well-designed software can help—and the tasks proposal managers can complete for your company. Get started by reading below to explore all the most important aspects of proposal management to set your company up for success.
Sales Proposal Software
By streamlining the sales process, sales proposal software helps to increase productivity and maximize revenue. While working toward closing the sale, your team goes through a series of procedures that bring leads from prospects to customers. Sales proposal software supports these procedures by allowing your proposal manager to move through the steps while working in the system. The digital platform gives oversight through every stage of the sales process as a result.
Our effective sales proposal software program provides an intuitive dashboard that allows your entire team to visualize progress made in the sales process. Your team can review the proposal activity across each department and determine where to make improvements to the process. Our system provides sales intelligence information that gives a glimpse into the performance of each proposal—and the sales team as a whole.
If you were using Microsoft proposal and sales management software prior to making the switch, it’s easy to sync your contacts and past deals into our platform. You can then quickly make the transition to using our innovative platform to build, send, and track sales proposals. The transition is even easy if you were using a multitude of platforms to complete this important task. No matter your prior proposal methods, you can always rely on our team for assistance in switching to our sales proposal software and streamlining your sales process.
Free Online Proposal Software
Although tempting, free online proposal software cannot compete with licensed software when it comes to utility and support. Free programs often have limitations that keep them from fully supporting your business operations.
Your proposal manager may not have the functions and ease of navigation enjoyed with licensed software programs, leaving them unable to complete their tasks to their satisfaction. And in some cases, open source proposal management software can open up your company to serious security risks.
As licensed software companies invest their profits into product development and support, free proposal management software cannot keep up, especially as they fail to turn a profit. They may try to make money, however, by turning your company and clients into the product, selling your data to third parties.
Proposal Manager Job Description
Proposal managers must oversee the creation, delivery, and tracking of proposals in response to requests and sales-generated opportunities. In addition to crafting proposals, they may have to create presentations to show to their team or prospects. They may also coordinate between all parties to set up meetings to discuss project details and help clients move forward in their purchase journey. While on the proposal writer career path, it is also necessary to learn how to analyze past proposal results and apply the knowledge to increase the company’s win rate.
Many professionals start out learning how to become a proposal manager through industry training. They may work on improving their proposal writing and communication skills in addition to learning how to create a strong proposal manager resume. The proposal manager career path is very rewarding for those who dedicate their time to developing the skills to succeed while in these training programs. On average, the proposal coordinator career path comes with an annual salary many people find adequate, with many opportunities for further advancement.
By bringing in individuals who check all boxes on the proposal manager job description, you can help your company thrive through the creation and delivery of effective proposals. As you look to bring in a proposal director, check their bid manager resume documents to see how they compare to your ideal proposal manager qualifications.
Every business is unique and every industry has different federal, state, county, and local regulations. It costs money to comply with regulations and it costs even more money not to comply. Failure to comply with regulations regarding the privacy of data can cost a company millions of dollars, not just in fines, but including lost productivity, lost revenue, and lost opportunities. The best choice in contract lifecycle management software takes the special needs of your industry into consideration.
Many companies rely on sending out a request for proposal to trigger the start of the purchase process. Proposal managers must handle the request for proposal process from beginning to end.
When the RFP process begins, your managers look at the information in the supplied questions to better understand their product or service request. They will then use that information to draft a quality proposal and send it through the right channels.
To stay on target throughout the project, they may use an RFP process checklist to work through their tasks. This checklist details all the steps they have to take to complete a proposal that will win the job.
When you make proposal management software a part of your business operations, you give your team the tools they need to succeed in their careers and promote the success of your company. To give your team the most effective proposal management software on the market, start your 14-day free trial with Proposable today.