If you have considered Salesforce proposal automation, look no further than HeyBuddy. This innovative content-sharing app is designed to help sales reps and managers increase sales efficiency and automate their branded proposal and contract creation process.
The team behind HeyBuddy has delivered top-level design and app development services to Fortune 50 – 500 companies for several decades. About 10 years ago, we partnered with Salesforce to create a sales and marketing app which eventually evolved into HeyBuddy.
As we worked on this versatile content-sharing app, we realized that CRMs and similar systems are underutilized and very inefficient. HeyBuddy is an interface or “dashboard” that sits above your CRM and is simpler and more productive.
HeyBuddy seamlessly integrates with Google Calendar and can set up all your appointments and load in opportunities, contacts, and accounts. HeyBuddy makes finding the right content simple and intuitive.
Use HeyBuddy to quickly customize professional-looking, branded proposals and create sales documents that close every time. You’ll be able to control the look and feel, include images and videos, send and track every proposal in Salesforce, and boost your close rates. You can even use integrations like eSignature software.
The app will decrease the time it takes your reps to create professional-looking, media-rich proposals with accurate, approved content that will close more deals, and provide advanced analytics that will help you accelerate your sales cycle.
Tips for Creating Winning Sales Proposals
Understand the customer: The best way to win more proposals is to thoroughly understand your prospect’s problems and create your proposal around solving them. What challenges do they face? How can your product or service help? Frame your proposal to show how you plan to address the prospect’s needs.
Focus on “how”: Just saying your products and services can help solve a problem is not enough. Focus on the steps you would take to achieve the solution you’re proposing. Walk the prospect through your company’s process and demonstrate the level of detail you would use to set them up for success.
Don’t over-promise: Honesty is important. Some sales reps exaggerate the capabilities of the products and services they are trying to sell. The proposal is not the place to do this. Instead of overpromising and underdelivering, try to under-promise and over-deliver.
Share success stories: Most people trust their peers more than they trust sales reps. Success stories can help you build trust. They serve as evidence to back up your claims and can help set your prospect’s mind at ease.
Focus on design: Don’t underestimate the power of a well-designed proposal. A visually compelling proposal that speaks to the client’s business needs will be more attractive, make the proposal easier to read, and make a good impression.
Win business faster by using a Salesforce automation tool, such as HeyBuddy, which will ensure that the custom proposals your team generates meet your company’s branding standards. Get in touch with the HeyBuddy team today for a free demo by clicking here.