Cincom Smart Selling

MARCH 9, 2025

Introduction Selling products and delivering sales proposals that create customer value requires buyer and seller understanding of pain points, product and price. That process is quoting and proposing, and sales pros will tell you that knowing when and how to do this effectively is important. What is a Sales Proposal?

Proposal 48

Proposal Lead Rank Lead Scoring Customer 48

Sales 2.0

NOVEMBER 21, 2023

In my last post I was ranting about how I hate proposals. My preferred solution to this is not developing proposals at all. I highly recommend not spending your time generating beautiful documents for every person that says, “send me a proposal”. It’s a surefire way to eliminate your prospecting time and have a sick pipeline.

Proposal 150

Proposal Hiring Decision Maker Case Study 150

Hubspot Sales

JULY 30, 2024

As a B2B salesperson for companies like IBM and Open Text, scheduling in-person meetings or phone calls was often challenging, regardless of my prospect or client’s industry or business size. Aggressive, generic offers were just as fruitless, especially when the prospect hadn’t already confirmed their interest in what I was offering. (In

Closing 122

Closing Quota How To Webinar Metrics 122

Sales 2.0

MAY 6, 2020

Prospecting : How well does your prospecting process work? Proposals : Do your sales people and support team spend hours developing proposals that don’t close? Do you manage the development of proposals as a joint process with your prospect, leading to a high close rate? Do you provide product training?

Hiring 269

Hiring Proposal Sales Qualified Lead System 269

Hubspot Sales

JULY 22, 2024

I'm always saying, “Sound, well-structured business email templates are central to effective sales communication, initiating productive sales conversations, and sustaining relationships with prospects and customers.” They're typically sent following initial conversations, meetings, or proposals (shocking, I know.)

Ideal Customer Profile 111

Ideal Customer Profile Proposal Lead Rank Referrals 111

Hubspot Sales

AUGUST 26, 2024

For the other 98%, you’ll need to follow up again and again, communicating key selling points and differentiators, overcoming objections, and most critically, delivering as much value as possible to the prospect. So go ahead and lean on ChatGPT for that email, or turn to one of the tools mentioned below to offload even more of the labor.

Follow-up 122

Follow-up Lead Rank Lead Scoring Leads 122

The Pipeline

FEBRUARY 12, 2019

Salespeople are preoccupied with closing; makes sense, that seems to be where the pay-off is for everyone, at times even the prospect. We use a simple tool, The Activity Calculator , that allows individuals to tailor a success plan based on their skills and ratios. The average conversion rate of Proposals to Close.

Closing 292

Closing Quota Proposal Face-to-face 292

Understanding the Sales Force

NOVEMBER 13, 2013

They can get feedback, they can ask questions, they can get answers, they know that their version of Houston - their prospect or customer - can hear them and will respond if there is a good reason. And please vote for OMG, a finalist for Top Sales Assessment Tool. (c) So why do salespeople continue in the dark? They choose to!

Decision Maker 313

Decision Maker Proposal Sales Cycle Exact 313

Cincom Smart Selling

FEBRUARY 25, 2025

Quote and proposal software has generated a lot of buzz. Postings on social media, commentary from industry analysts, as well as user and vendor blog posts and white papers, all offer advice and information about automating the quote and proposal functions within the enterprise. Price, sophistication, and performance widely vary.

Proposal 48

Proposal Software Software Scale 48

Sales and Marketing Management

SEPTEMBER 19, 2018

This is particularly critical when it comes to the proposal process, which can require sales and IT teams to complete extensive security questionnaires and demands that every piece of content used in pitches is current, approved, and compliant. The Risks Posed by the Proposal Process.

Proposal 251

Proposal Ideal Customer Profile Vendor Face-to-face 251

The Pipeline

JULY 20, 2017

Proactive Prospecting Summer – Part 3. Last week in Proactive Prospecting Summer , we looked at time, and how the way high performers look at and utilize time, gives them an advantage in winning, just as the also-rans are limited by their view of the very same thing. This will all make sense when you download the tool.

Proposal 223

Proposal Quota Account Call-back 223

Hubspot Sales

JANUARY 11, 2021

B2B sales tools are meant to automate day-to-day processes, increase efficiency in all aspects of the sales process, and simplify various aspects of a sales rep's day to save valuable time — time that can be spent focusing on prospects and deals. B2B Sales Tools. prospecting) while others support all aspects of B2B sales (e.g.

Sales Tools 143

Sales Tools B2B Tools Hubspot 143

The Pipeline

OCTOBER 23, 2017

But many sales people cherry pick time, and use it to avoid things that have to be done, like prospecting for example. Regularly when I ask buyers why they didn’t prospect, or when they plan to prospect, I hear “I’ll get around to it when I have time”. Which may lead one to conclude that they do not want to prospect.

Banking 268

Banking Sales Qualified Lead Quota Proposal 268

SBI Growth

MAY 30, 2013

I need them to create 3 proposals. Generate my proposals to keep the boss off my back. It’s a tool that helps you identify key buyer actions. I check to see what my prospects are doing on Social Media. I need them to log 10 new opportunities. This will lead to 2 net new customers and 3 renewals per month.”.

Sales Process 331

Sales Process Proposal Face-to-face Social Media 331

SBI Growth

MARCH 11, 2013

Then I provide a Buyer Alignment Tool to enable success in these environments. Turns out, the prospect included Bill late in the process. Competitive proposals were already submitted. It is critical you understand the steps your prospects take. Download the Tool. Download the Buyer Alignment Tool to get started.

Buyer 333

Buyer B2B Lead Scoring Lead Rank 333

SBI Growth

OCTOBER 12, 2013

As the primary team responsible for sales tools, it’s time to re-evaluate. Create tools such as call plans, discovery guides and opportunity assessments that are persona-based. Align Your Sales Process to the Buyer : Does your sales process have stages titled “Qualify”, “Propose” and “Close”? Get LinkedIn upgrades.

Buyer Persona 310

Buyer Persona Territories Compensation Buyer 310

Jeffrey Gitomer

MARCH 19, 2019

If you knew you could win 75% of the prospects you pitched, you'd do it, wouldn't you? How many of your prospects, who you want to become customers, get an invitation to play the championship game (the sale) at your ball park? Your strategy should be to make the preliminary call at the prospect's place of business. There are 10.5

Sports 250

Sports Scale Proposal Call-back 250

The Pipeline

JULY 7, 2021

No doubt we all want greater quality prospects, than just more things in the pipeline. But there is no denying that a lack of quality prospects leads to the same poor results. Simple questions, like of ten prospects who enter Discovery, how many will take a proposal. How Do You Feel? Frankly, no one cares.

Discount 361

Discount Quota Sports Objections 361

SBI Growth

AUGUST 22, 2013

Analysis - the candidate studies the data provided, does independent research and determines the prospect''s needs. It follows the format of your typical sales proposal. Presentation - the candidate presents the proposal to a Review Panel that consists of the hiring manager, HR and an objective 3rd party. The Final Score.

Hiring 300

Hiring Proposal Exercises Lead Rank 300

No More Cold Calling

JANUARY 16, 2020

Whether you are a CEO, vice president, or sales manager, you have a central role in your company’s sales process and in the decision to transition from vapid outbound prospecting to selling through referrals. All of us perform our best when we are accountable and have the tools to succeed. What I’m proposing requires true leadership.

Referrals 328

Referrals Sales Management Hiring Scale 328

Hubspot Sales

AUGUST 21, 2023

There's a whole world of untapped potential around you — prospects you know would benefit from your product or service. That's where business proposals come in. A solid proposal can outline your value proposition and persuade a company or organization to do business with you. Know exactly what you need?

Proposal 98

Proposal Examples How To Social Media 98

SBI Growth

AUGUST 28, 2013

This One-on-One Coaching Tool was customized by sales managers facilitating the training. You will receive the tool by signing up for this year''s Annual Research tour here. Reps that have optimized their social brand and shared relevant content are connecting with prospects. Your CRM system is no longer a recommended tool.

Training 300

Training Sales Management Hiring Social Selling 300

The Pipeline

JUNE 8, 2017

While I agree that the focus should always be about quality over quantity, the reality is that no matter the quality of your prospects, you will need a given (minimum) quantity of quality sales in order to meet, or better yet, exceed quota. Proposal to Close. Discovery to Proposal. Initial meeting (live or virtual) to Discovery.

Proposal 228

Proposal Quota Commission Territories 228

Partners in Excellence

JANUARY 23, 2025

And that drives us to look at our prospecting and activity metrics. How many emails, how many calls, how many meetings, how many demos how many proposals, how many bathroom breaks……… And the gurus reinforce and intensify this. ” And we are using these tools to…… ramp up the numbers even more.

Segment 122

Segment Maximizer Margin Up-Sell 122

Understanding the Sales Force

JUNE 20, 2014

Sales Tools I''m for any tool that will help salespeople to be more productive and effective. These tools include gamification, call technology, email marketing and analytics. Customer-Centric/Customer-Focused Selling Of course salespeople must be more focused on the customer and prospect. That''s just plain stupid!

Consultative Selling 275

Consultative Selling Inside Sales Lead Nurturing Face-to-face 275

Hubspot Sales

MARCH 12, 2025

SNAP Selling is designed to help you cut through the noise and make buying easier for prospects. I dont go there so their team can sell me random tools. As a rep, youll need to engage in meaningful conversations to uncover what truly matters to prospects and tailor your pitch accordingly. Lowes is my go-to example.

Face-to-face 87

Face-to-face Sales Methodology Lead Rank Buyer 87

Vengreso

JANUARY 2, 2025

Implementing an automated follow up sequence is crucial for ensuring consistent communication with prospects, as it automates the process and reduces the need for manual effort. A well-crafted follow up email serves as a gentle nudge, reminding recipients of your proposal, inquiry, or invitation. But beware, timing is everything.

Follow-up 63

Follow-up Examples Hiring Proposal 63

The Pipeline

APRIL 3, 2018

This makes for a unique challenge: each call is different because any combination of the elements above, will steer each prospect in a different direction, throwing the message off-centre because dynamics is what we face and deal with first, if we don’t get past that, good night. Let me look at the first when trying to engage.

Objections 259

Objections Cold Calling Face-to-face Call-back 259

Hubspot Sales

AUGUST 31, 2023

With hundreds of AI sales tools in the market, picking the right ones for your tech stack can be confusing and daunting. To help you out, we’ve handpicked the top 10 AI tools for sales teams. We’ve also listed the top use cases of AI sales tools, along with a few best practices to help you get the most out of them.

Tools 119

Tools Lead Rank Sales Goal Lead Scoring 119

SBI Growth

MAY 31, 2013

Here’s a great example: Rick, a sales rep with a wholesale coffee company, calls on a new prospect. The prospective company operates 25 boutique coffee shops. As a sales rep, you have many different tools in your toolbox. Sal proposes that he personally make the delivery. The other part: exceptional storytelling.

Infusion 335

Infusion Decision Maker ACT Follow-up 335

The Pipeline

FEBRUARY 4, 2020

More roles, more tools, more input, more enablement, more you name it, yet the CSO Insight, it is not leading to more on a performance basis. Because the discussion drives sales, the need for bodies and the need to buy/sell more tools. Most choose tools to plug holes in execution rather than build and enhance.

Revenue 370

Revenue Top of Funnel Sales Qualified Lead Lead Rank 370

SBI

MAY 23, 2021

SalesTech Video Review: Simple Content Organizer for Sending Links, Files and Video to prospects. Flipdeck tackles two hassles salespeople deal with every day, gathering the information to send each prospect and adding attachments and links to an email one-by-one. You have the content you need.

Video 129

Video Prospecting Collateral Proposal 129

Understanding the Sales Force

DECEMBER 22, 2014

What are the metrics to close one – in other words, how many proposals, demos, qualified opportunities, prospects and suspects does it take? A pipeline with typical conversion ratios might have 12 Suspects, 6 Prospects, 3 Qualified and 2 Closable. Use email as a tool to make your pipeline work; not the other way around.

Face-to-face 275

Face-to-face Commission Exercises Sales Qualified Lead 275

Sales and Marketing Management

OCTOBER 14, 2019

Show an interest in your customer as a prospect and as a person. Ask the Right Questions Before You Make Your Proposal. That means you need to listen and understand what makes them one of a kind before you make your proposal, even if your offer won’t change that much based on what they tell you. . What should you ask about?

Customer 239

Customer Closing Proposal Decision Maker 239

Sales and Marketing Management

JANUARY 29, 2021

It is crucial to recognize the importance of utilizing the dynamic tools and platforms available to improve an organization’s sales capabilities while working with a remote team. Using available collaboration tools can help improve communication and simplify the sharing of information between workers.

Face-to-face 177

Face-to-face Proposal Trade Show Pivotal 177

PandaDoc

MARCH 25, 2025

Instead of building tools that fit your specific needs (and budget), they focus on enterprise-level solutions with sky-high price tags. Your team spends days manually creating proposals, tracking contracts, and managing documents while large enterprises use automated systems that zoom through these tasks in minutes. The result?

Enterprise 52

Enterprise Enterprise Proposal Sales Qualified Lead 52

SBI

NOVEMBER 1, 2020

Easily create personalized versions of all kinds of documents – from sales brochures to proposals – to make a deeper impression on your prospects. Help your salespeople stand out from the crowd, grab prospects’ attention, and make a big impression with their proposals. LEARN MORE.

Video 147

Video Proposal Tools Prospecting 147