NEWS FROM OUR PARTNER THE EXCHANGE CONGA SUMMER 2021 Seven Ways to Make Proposals Work for You Get — and keep — customers A strong proposal is key to winning Our partner Conga asserts that in engaged a customer’s business. In today’s order for your sales team to be Delivering proposals with high Close Improve resolution images and tables gives deals faster competitive landscape, proposals effective, you need the tools to decision makers the ability to choose accuracy how they interact with your business. Being able to generate proposals more must give prospects everything they easily, quickly, and accurately put It encourages them to invest more quickly builds sales’ productivity and Linking your proposal solution to your time and gives them a better overall efficiency, giving your reps more time to need and expect: accuracy, those proposals together from CRM allows data to flow directly from experience with your brand and cultivate relationships. personalization, and content anywhere. Here are seven ways for your system of record, which ensures solutions. Modern proposal generation pricing and customer data is accurate. provides simple tools that enable customized for their specific needs, your team to instantly engage with Overall data quality increases when reps anyone to build custom, dynamic, see the benefit of inputting that data multimedia proposals from prebuilt business, industry, and use case. prospective customers. into Salesforce, since data upkeep leads templates and content libraries. to accurate proposals that close deals. See who interacts, and when Modernize New proposal technologies can Personalize Put technology proposals monitor who views your proposal everything to work Learn more and when, helping you know which Today’s proposal generation With integrated, automated solutions, decision makers are involved and By pulling data from your CRM and the data and signatures on your when they have viewed the information asking the right questions, sales technologies help you build documents proposal can automatically flow into you sent them. can ensure that proposals always intelligently in the cloud, enabling ABOUT CONGA COMPOSER a quote, then a contract, and eventually contain up-to-date information that is you to build and deliver proposals ON APPEXCHANGE. into an invoice and a renewal. relevant to each prospective customer. at any time, from anywhere, on any Modernizing your proposals is the first Appropriate content can be selected device. Internally, these tools also ease step to integrating and transforming for proposal templates based on the collaboration, allowing your employees all of your commercial operations prospect’s individual business situation, to track and share content while processes. making proposal generation easy. enforcing workflows. 19