Small Business
Proposal Tracking
Digital Marketing Agency
Online Service Proposals
Manufacture Proposals
Auto Repair Proposals
Event Planning Agencies
Custom Proposals
Creation of your sales material or proposals takes time to explain to a potential buyer.
Time Balance
Time balance for a small business can be crucial to gaining new accounts and keeping the lights on.
Proposal Drafting
Once the project as discussed proposals need to be tracked to avoid constant drafting without reply.
Small businesses need marketing tools they can afford
Creating and operating a small business can be very challenging and one of the many items needed is marketing and sales. Strategically planning marketing and sales proposals for their services can be time consuming depending on the industry.
Once exposure is established and leads are generated focus on the business offerings will need to shift towards gaining sales. Proposals take time to build and there are many aspects of sales that are not instant. Developing a good proposal or quote, especially against competition can make or break an SMB.
Many small businesses need filters to focus on the right opportunity.
Determining what sales proposals are getting attention helps a small business owner waste less time and energy. Every 10-20 minutes it takes to follow up with a prospect that may only be slightly interested can be costly. Depending on how much time is spent on sales emails the owner can be performing actual work.
With our proposal tracking service, a small business can gain insight on whether to focus on clients that have engaged with their proposal. Choose which one to spend time on and know if they reviewed certain areas versus clients with unopened attachments indicating a lower score on engagement.
Proposal tracking can be a constant battle for a small business.
Post follow-up discussion regarding your company offerings have the potential of being ignored depending on how the conversation goes. Many valuable hours, days, or weeks can go by before any communication is re-established with the main point of contact that reviewed your offerings.
Establishing your service or product as a small business can be a long road to haul. Depending on your service the time frame for proposal follow up may take even longer. (healthcare, legal, insurance) Once an appointment has been completed you need to ensure your business is focusing on the right opportunity.
PRICING
Choose your best plan
Monthly
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Free
2 Files / 75MB per file
$0
user/month
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Aggregate Dashboard
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O365/Outlook, Chrome Extension
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Pro
5 Files / 75MB per file
$19
user/month
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Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
O365/Outlook, Chrome Extension
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Elite
600 Files / 75MB per file
$29
user/month
Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
O365/Outlook, Chrome Extension
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