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
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