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How to Integrate Proposal Software with CRM Systems

“If you make something delightful, users will find a way to make it essential.”— Stewart Butterfield, Co-founder of Slack This quote reflects how most modern tools evolve: from being optional to becoming irreplaceable. For most businesses today, that’s what the CRM has become. It is the foundation of how teams manage client relationships, track pipelines,…
Manasvi Makhania
01/09/2025
Manasvi Makhania
01/09/2025

How to Integrate Proposal Software with CRM Systems

“If you make something delightful, users will find a way to make it essential.”— Stewart Butterfield, Co-founder of Slack This quote reflects how most modern tools evolve: from being optional to becoming irreplaceable. For most businesses today, that’s what the CRM has become. It is the foundation of how teams manage client relationships, track pipelines,…
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The Multi-Phase Proposal Strategy: How to Win Complex Projects by Thinking Like Your Client’s Decision Maker

Let’s be honest. LinkedIn is full of advice. But complex deals need more than strategy provided by clever posts. “Never send a 40-page proposal again.”“Close faster with just three slides.”“Stop pitching. Start storytelling.” We’ve all seen posts like these. They get likes. They spark threads. But when you’re working on a six-figure RFP with five…
Prabir Chaudhary
01/09/2025
Prabir Chaudhary
01/09/2025

The Multi-Phase Proposal Strategy: How to Win Complex Projects by Thinking Like Your Client’s Decision Maker

Let’s be honest. LinkedIn is full of advice. But complex deals need more than strategy provided by clever posts. “Never send a 40-page proposal again.”“Close faster with just three slides.”“Stop pitching. Start storytelling.” We’ve all seen posts like these. They get likes. They spark threads. But when you’re working on a six-figure RFP with five…
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Beyond Price Competition: How to Position Your Proposals for Value-Based Selling

“Their offer was cheaper.” It’s the sentence no one wants to hear after a pitch. All the effort, strategy, and time, gone because someone else came in with a lower number. We’ve all been there. You spend hours crafting the perfect proposal: clear objectives, a compelling offer, a competitive edge. And yet, the reply is…
Manasvi Makhania
06/08/2025
Manasvi Makhania
06/08/2025

Beyond Price Competition: How to Position Your Proposals for Value-Based Selling

“Their offer was cheaper.” It’s the sentence no one wants to hear after a pitch. All the effort, strategy, and time, gone because someone else came in with a lower number. We’ve all been there. You spend hours crafting the perfect proposal: clear objectives, a compelling offer, a competitive edge. And yet, the reply is…
Uncategorized

The Psychology of Proposal Reading: Win 81% Before Page Four

We’ve reviewed thousands of proposals. Some won deals in days, others never even got opened again. The difference almost always comes down to one overlooked factor: how people actually read. This isn’t about how they should read, or what we think they’ll read. It’s about the real patterns that determine whether a proposal gets read,…
Manasvi Makhania
06/08/2025
Manasvi Makhania
06/08/2025

The Psychology of Proposal Reading: Win 81% Before Page Four

We’ve reviewed thousands of proposals. Some won deals in days, others never even got opened again. The difference almost always comes down to one overlooked factor: how people actually read. This isn’t about how they should read, or what we think they’ll read. It’s about the real patterns that determine whether a proposal gets read,…
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Manasvi Makhania
01/08/2025

The Pre-Sales Proposal Strategy: How to Qualify Serious Prospects Before Writing a Single Word

We’ve all been there… investing hours in a proposal that never pans out. It’s frustrating, time-consuming, and a total waste of effort. But imagine if you could qualify your prospects before you even start writing. What if there was a strategy that ensured you’re only spending your time on leads that are ready to convert?…
Manasvi Makhania
31/07/2025

Scaling Proposal Quality: How to Maintain Excellence While Growing From 5 to 50 Proposals Monthly

When your company's proposal volume goes from 5 to 50 proposals a month, the first thing that often comes to mind is: How do we maintain quality? Scaling proposal process operations brings a series of challenges, but the hardest part for proposal teams is balancing increased volume with consistent, high-quality output. If your team is getting overwhelmed…
Prabir Chaudhary
29/07/2025

Visual Proposals: Why 8 Out of 10 Clients Choose Agencies That ‘Show’ Instead of ‘Tell’

It was a regular Tuesday. You opened your inbox and clicked on a proposal from a potential agency. What appeared first was a wall of text. Bullet points, industry terms, a long description of the services. Nothing wrong, but nothing memorable either. Now picture a different experience. The email opens with your brand name in…
Prabir Chaudhary
28/07/2025

The Hidden Cost of Bad Proposals: 2025’s Proposal-to-Close Rate Still Stuck at 20%

Last quarter, we spoke to twelve mid-sized agencies that had strong leads lined up. Referrals were warm. Discovery calls were productive. Teams were confident. Yet six out of those twelve didn’t convert a single client from that pipeline. The reason? Their proposals were unclear, uninspiring, and in a few cases, actually confusing. That’s the thing…
Prabir Chaudhary
27/07/2025

The Importance of E-Signatures in Modern Proposals

You’ve worked hard on a proposal, crafted the scope, calculated the pricing, and built out the delivery plan. And then comes the final hurdle: getting it signed. This is the moment where deals either move forward or fall through. In most cases, what slows down progress isn’t the proposal content but the outdated process that…
Prabir Chaudhary
26/07/2025

Salesforce Proposal Integration: Advanced Workflow Automation Setup

Salesforce is a household name for businesses worldwide. Whether you're a small startup or an enterprise, the chances are high that you are using Salesforce to manage your customer relationships, sales, and marketing efforts. With over 150,000 businesses relying on Salesforce to streamline operations, it’s no surprise that integrating Salesforce with proposal software is becoming…
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