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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,…

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…

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…

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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