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Ensuring that you and your team has a consistent way of preparing and submitting proposals to customers will increase productivity and improve your chances of winning sales.  This procedure outlines a process for preparing proposals using your templates, sending to customers and recording activities in a CRM system.

The procedure provides instruction for:

  • Understanding customer needs
  • Preparing the proposal and saving it
  • Sending the proposal to the customer
  • Recording details in a CRM system
  • Follow-up with customer

Word Count: 550

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