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How to empower sales with proposal management software

March 26, 2019

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Creating business proposals that contain valuable and personalized content requires people to work together to exchange ideas – to collaborate. Successful collaboration – interfacing productively with colleagues and customers – requires a cooperative spirit and mutual respect to achieve goals in an efficient and timely manner. Online workplace collaboration tools provide a secure, modern, and cost-effective way to make working as a team easier. Don't waste your clients' time by sending them business proposals that contain irrelevant or incorrect information. And don't waste your time by taking too long to personalize the content you send. Ensure that your documents have streamlined messaging through logic-based rules for including or excluding content during the creation process with Conga Collaborate. Build professional, uniform business proposals, make collaboration easy, impress your customers, and experience the huge efficiency gains that other Conga Collaborate customers are experiencing.

Nelbud Ramps Up Efficiency with Conga Collaborate

Nelbud Services Group, a growing company that specializes in exhaust cleaning, fire protection, and mechanical services, is an innovator within its industry, choosing modern ways to communicate with clients, employing a mobile workforce, and equipping outside sales representatives and service technicians with iPads or tablets to create business proposals, submit orders and get contracts signed anytime, anywhere. But Nelbud's method of assembling proposals wasn’t always this innovative. Due to its inefficient system, the company occasionally presented inaccurate proposals to prospects, couldn't track when business proposals were actually opened and read, and sometimes even lost track of leads entirely. Additionally, Nelbud’s process did not work in mobile situations at all. A sales rep would begin the process onsite with a customer, but would have to drive back to the office in order to type up their notes and prepare the proposal, which could take around 45 minutes to complete. Signed agreements would also have to be faxed or scanned back to the office. Enter Conga Collaborate. After deciding to move forward with the solution, Nelbud implemented Conga Collaborate in the morning and the company's sales reps started sending out branded business proposals using the solution that same afternoon. After three months of using Collaborate, the Nelbud sales team cut the proposal creation process down to just 15 minutes or less, a 69 percent decrease from previous document turnaround time. This huge savings in time allows sales representatives to focus on growing Nelbud's innovative brand by servicing more clients and closing more sales. Collaborate also provides increased visibility for sales leadership. At any time, sales leaders at Nelbud can check on the number and status of proposals sent to prospects from any of their global locations. Sales leadership and reps can stay informed through the visibility provided by Collaborate’s tracking tool, with the knowledge that it is always working, even when teams are not.

How Conga Collaborate Can Empower Your Team

Conga Collaborate's proposal management software will enable you to create, share, track, sign and store your sales documents – all from a single platform:

  • Creation. With Conga Collaborate, you can empower sales reps to create personalized documents using pre-built templates, content from marketing/legal and data from key systems of record (CRM, CPQ, etc). Better yet, you can take advantage of the best of what the web offers by including videos, GIFs, dynamic forms and more.
  • Distribution. Share your interactive sales proposal with a professionally-branded and personalized email. When your prospect opens the proposal, you receive instant notification via text message so you can follow up at the appropriate time.
  • Automation. Save hours spent on menial tasks and manual data entry using Collaborate. Automate many of the business processes associated with managing sales proposals such as sending an email, creating a task, updating fields in your CRM or subscribing to key deal alerts. You can also house your signed proposals and agreements in Collaborate's secure, central repository.

Collaborate gives you the opportunity to use pre-built templates to create proposals from any CRM system in an online format to create polished content that is representative of your brand that prospects review in real time, on any device, anywhere. With Collaborate, sales process automation has never been simpler. Collaborate allows you to easily create, share, sign, store and track sales proposals on any device. To learn more about how you can deliver professionally-branded, interactive sales proposals that will help you stand out from the competition and close deals faster, get a demo of our solution today.

Amanda Lester

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