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PROPOSAL MASTERS:

5 Musts for a winning sales proposal



Seal every deal.

Create visually impressive and interactive proposals that stand out and prompt buyers to take action.

Qwilr.com


Sales today looks a whole lot different than it did 3 years ago!

  • 96% of B2B sales teams have fully or partially shifted to remote selling (McKinsey)
  • 70-80% of B2B decision-makers prefer virtual buying or digital self-service
  • B2B virtual sales interactions will continue to rise over the next 5 years (Gartner)


The good news is...

Virtual selling has not intimidated buyers.

In fact, 1 out of 3 virtual buyers are willing to spend $500,000 or more!


BUT...

It also means your sales collateral and proposal have to capture buyer attention and stand out.

Which is why we're here!

Proposal Must #1: Personalization

  1. 1.Create a proposal within HubSpot using CRM data
  1. 2.Use Qwilr Tokens and an easy intake form to add personalization


Proposal Must #2: Visually Appealing

63% of buyers are influenced by the quality and customization of sales materials

Which example grabs your attention?

Remember, you only have one chance to make a first impression!


Proposal Must #3: A Problem Statement

70% of buyers purchase to solve a problem

Discovery is a great time to gather information for your problem statement!

When you deeply understand your prospect's pain, you're better positioned to demonstrate how your solution solves their dilemma and earn their trust.

Proposal Must #4: A Clear Offer

Deals are won and lost with your offer - 58% of objections are related to price

Pricing negotiations are the brakes to closing a deal faster

Pricing is the most looked at section of your proposal and yet what's common?


You can add flair to your pricing presentation, too!

  1. 1.Interactive, configurable presentation: allows the buyer to select features and options

Kaleforce Analytics

Subtotal
$19,950
Subtotal
$19,950
Description
Item
Quantity
Price

The Kaleforce Base Platform: 

• Aggregated usage and account data 

• Churn scores, data segmentation, reporting, and alerts 

• Analytics of customer journeys and playbook to facilitate and automate communications 

$15,000
1Yearly
$15,000

Full User License
​• Full access to all aspects of Kaleforce Analytics

$900
Licenses
$3,600

Light User License 
​• Viewing access to reports and performance dashboard in Kaleforce Analytics

$450
Licenses
$1,350

Additional Customer Records

• Each full license offers 400 records, excess are charged at $1 per customer per year.

$1
1800Record
$0
$1,800 100% Off

Additional service options

Subtotal
$1,500
Subtotal
$1,500
Description
Item
Quantity
Price

Onboarding - VIP package

Complete onboarding services to accelerate your Kaleforce adoption and usage. Package includes:

• Account set-up

• Data migration

• Creation of 5 reports

• Dashboard set-up

• Live, 1 hr team Training

• Access to help desk library

$1,500
1Unit
$1,500

Onboarding - Premium package

Essential onboarding services, providing personalized team training and guided support. Package includes

• Account set-up

• Live, 1 hr team training

• Creation of 3 reports

• Dashboard set-up

• Access to help desk library


$1,000
1Unit
$1,000

Onboarding - Basic package

Guided onboarding of your team. Package includes:

• Account set-up

• Live, 1 hr team training

• Access to help desk library


$500
1Unit
$500
Total$21,450

2. Tiered pricing: presenting packages; helpful for price-sensitive buyers

  1. 3.Add ons: incremental revenue and valuable services for the buyer!


Proposal Must #5: Call to Action

You've told your buyer what, why and how much, now tell them what to do next!

Best practices: a primary CTA (Sign & Accept)

Include a secondary CTA, if the buyer isn't ready to sign

  • Your contact info
  • Embed a calendar to book a future meeting



Summary takeaways

Your proposal is a reflection of your brand and speaks for you when you're not in the room. How you present yourself matters!

Design-driven brands outperform the competition consistently. 63% of buyers are influenced by the quality and customization of your proposal.

Communicate your offer clearly and make it easy for buyers to say "yes!"



Thank you!

[email protected]