Often times the proposal phase strikes fear into sales people because they want to ensure that this phase is done precisely correct and that for all of the effort invested up to this point, that the deal isn’t lost on a technicality. This represents concern for managers as well who have targets to meet that [...]

When market conditions slow down and the competition becomes fierce, having the ability to make a sale isn’t enough. You need marketing proposals that get results and quickly. Whether times are good or bad, there is no question that the sales process must be on point to ensure that you can go from the proposal [...]

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In the past I have always prepared custom estimates and invoices and then sent PDF’s by email to my clients. However this method is not so easy to do with a mobile browser and impossible if I am away from my computer and do not have access to [...]