Make quicker & accurate sales proposals by collaboratively writing the document on a company wiki

April 26, 2010

For most successful businesses, the sales process can take a sequence of communications before the customer finally commits. From the initial contact to closing the deal, the more information your sales team can harness, the better the chances are of success.

One major component of the sales process is the creation of the sales proposal. Even though every client's proposal may start out with a template that includes some generic jargon that relates to all clients, successful sales proposals need to cater to specific client needs and they need to address the information gathered during each phase of the sales process. Starting with the initial client contact, sales teams can use company wikis to create client-centered, accurate proposals that can be updated iteratively by the sales force.

At each level of the sales process, your sales team can build upon previously entered information and can collaborate effectively using a single document as the foundation for discussions. The end result are higher quality proposals that addresses the client's concerns and needs simultaneously, are refined throughout the hierarchy, and facilitates collaboration throughout your sales team from start to finish.

Using collaborative wiki software for the sales process enables the following advantages:

  • Reduces confusion on the proposal versions by notifying collaborators of updates and by presenting those updates in real time.

  • Reduces proposal development time by allowing collaborators to work on the document simultaneously. This means that time spent waiting on emails and proposal updates is eliminated completely.

  • Incorporates remote contributors with ease by allowing anyone with permission to access the sales proposal, can add their feedback to make it more accurate.

  • Improves the quality of the final proposal by using a team of experts working to close the deal.

  • Increases your company's overall success rate by catering to each potential client while reducing the stress of your sales team.

If you would like to get started with a sales wiki or learn more about using for your sales teams, contact sales or check out the live demonstration.