In today’s fast paced world, a lot of sales professionals are looking for ways to cut down on the time they spend on administrative tasks so that they can focus more on selling. The process of automation has continually proved itself to be one of the most productive assets that your sales reps possess to maximize time spent doing the actually  important work: selling. One way to do this is to build and send proposals while with your clients or prospects. This way, you can get their feedback while you’re still there and make any necessary changes before finalizing the proposal. Not only will this help you close more deals, but it will also show your clients that you are attentive and responsive to their needs. So how can you go about building and sending a proposal while with a client or prospect?

Automation runs on the idea that your sales reps shouldn’t be burdened with personally handling every task that crosses their desk. It’s counterproductive and time-consuming, and ultimately it drags the sales process through the dirt, decreasing the likelihood that they will be able to finalize a deal because they couldn’t properly connect with their clients. HeyBuddy provides an intuitive solution to this, allowing your sales reps to automate their workload and generate accurate sales proposals quickly on the spot.

Creating a Proposal in HeyBuddy

While meeting with a client or prospect, open the account in HeyBuddy and click on the create proposal button. This will automatically populate a new proposal with your company’s information, logo, and any other relevant data that you have inputted into HeyBuddy. From there, you can begin adding products or services to the proposal. If you need to look up pricing or product information, simply type in what you’re looking for and HeyBuddy will search your company’s catalogs for the right match.

After you’ve added all of the necessary items to the proposal, it’s time to review it with your client or prospect. You can do this by clicking on the “Review” tab at the top of the proposal. This will open up a side-by-side view of the proposal so that you can go over it with your client line by line. If they have any questions or suggestions, you can make changes on the fly and save them directly to the proposal.

Once you’re both happy with the contents of the proposal, click on the “Send” tab and enter in your client’s email address. HeyBuddy will format the proposal into a beautiful PDF and send it off to your client. They’ll be able to review it at their leisure and sign off on it electronically when they’re ready to move forward.

By following these steps, you’ll be able to build and send a proposal while you’re still with your client or prospect. This will save you time and hassle down the line, and it will show your clients that you’re responsive to their needs by keeping lines of communication open and available at all points along the buyer’s journey. Automation is key to streamlining the sales process and closing more deals, and HeyBuddy is the perfect platform to help you do just that.

Being able to build and send a proposal while with a client or prospect helps cut down on miscommunication and serves as proof of your sales reps’ objective accountability and availability. If you’re interested in utilizing our services, call us at (610) 898-1330 or visit our website to learn more.