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In-Depth Review
Sale Document Builder
SalesProposals.com
3303 Tiverton, Suite 150
Arlington, Texas 76001-6520
Telephone: 888-726-2175
Email:
info@salesproposals.com
Web:
http://www.salesproposals.com/
SalesProposals.com specializes in automating the proposal production
process while enhancing the consultative sales process. This solution is
ideal for sales professionals that want to spend more time selling and
closing deals and less time authoring documents. If you are tired of
searching through old documents for the best content, tired of cutting and
pasting, and tired of struggling with formatting problems, then Sales
Document Builder is the perfect solution for you.
Besides generating documents more efficiently, an organization can guarantee
the quality and consistency of their message as it is presented to the
marketplace. Reports provide immediate insight into the organization's
proposal process cycle and are designed to effectively monitor and manage
all proposal activities to improve win ratios.
The SalesProposals.com executive team combines strong leadership with
vast proposal development and consultative selling expertise with an
enterprising spirit. Together, they drive the company’s strategy, growth and
leadership in the marketplace.
Bob Kantin, President & CEO
Bob Kantin is a founder and principal of SalesProposals.com. In 1991, he
co-authored Quality Selling through Quality Proposals . Bob’s second book,
Strategic Proposals, Closing the Big Deal, was released in 1999. In July
2001, Hungry Minds, Inc. released Bob's latest book Sales Proposals Kit for
Dummies. SalesProposals.com also has developed a software product, Sales
Proposal Architect, which automates the proposal design process and is based
on Bob’s proven, five-section proposal model.
Bob was previously Director of Professional Services Group–Southwest Region
for Goal Systems International, Inc. At Goal, Bob was responsible for client
and corporate administration and new business development. In 1987, Bob
founded Electronic Learning Systems, a computer-based training consulting
and development organization, which was purchased by Goal Systems in 1989.
Before founding Electronic Learning Systems in 1987, Bob was Vice President
and Manager of MTech's Computer-Based Training (CBT) business unit. He was
responsible for identifying and successfully developing CBT as a new product
line for this large financial services provider. Before his involvement with
CBT, Bob was in charge of product development and management for MTech's
commercial banking application systems.
Before joining MTech, Bob held positions with two large commercial banks. At
The Arizona Bank, he was a Project Manager for major projects and then AVP
and Manager of the Electronic Banking Systems. At M&I Marshall and Ilsley
Bank (Milwaukee, WI), Bob held various positions in sales and marketing,
product development, and customer service in M&I's Data Services Division.
Bill McVeigh, Executive Vice President & COO
Prior to joining SalesProposals.com Bill was President and CEO of
Rezultix, Inc. a leading distributor of best in class marketing and training
technologies.
In 1995, Bill was CEO and Co-founder of Innovative Multimedia, Inc., which
specialized in interactive marketing, training, and publishing solutions for
high technology companies such as Lotus, 3COM, Hewlett Packard, Microsoft,
Oracle, I2 Technologies, Phillips, and Adobe. In 1998, VaultNet, Inc., an
e-Commerce company purchased Innovative Multimedia. Bill was Vice President
of Marketing at ValueNet. When the company spun off its e-Learning segment
and created HighTechCampus (currently Edgia), Bill became Vice President of
Product Development and Technology where he launched the original courseware
design. While at HighTechCampus Bill was promoted to Vice President of
Business Development. He was responsible for customer acquisition and
retention, establishment of channel and partner programs, and all marketing
communications.
In addition to his sales and marketing related roles, Bill is recognized as
an accomplished project manager for his work with the Department of Energy
on the Superconducting Super Collider and the Department of Defense/Lockheed
Martin JSF program. Bill has a degree in Finance from Sam Houston State
University.
Product: Sale Document Builder
Current Version:
Category: Field Sales Support - Personal
Selling
Sub-Category: Quotations & Proposals
Client Platform: Web Browser
Server Platform:
Database Platform:
Sale Document Builder (SDB) is an Internet-based Enterprise Subscription
Service (ESS) that automates the entire proposal production process.
The system uses a client’s unique sales proposal models that are accessed
via a secure web site.
Creating a new proposal has never been easier… or faster!
Sales professionals:
- Select an appropriate proposal model for one of their company’s
products or services.
- Complete questions, to provide the customer-specific information
needed to turn a proposal model into a custom proposal. Sales
professionals can partially complete questions and keep the proposal in
an “in progress” status until all questions have been answered.
Entering accurate and unique customer information represents the most
important responsibility a sales professional has for creating winning sales
proposals. Every customer is different; it has different operations,
opportunities, needs, objectives, etc. In addition, the application of your
company’s proposed product or service is different from one customer to the
next.
SDB provides for different types of custom input (question) screens:
- Paragraph text
- Bullet text
- Selection
- Field (fill-in-the-blank)
- Graphics (upload)
SDB's Dependency Question feature (new) controls which questions are
displayed conditional upon choices made in a preceding selection question.
-
3. Once all the questions are completed, inputs
and selections made, the sales professional simply clicks the generate
proposal button which directs SDB to generate the proposal as a
Microsoft Word document.
Sales Management:
- SDB provides operational and management reports on proposal activity
by individual sales professionals and organizational unit: proposals
written, dollar value, status of each proposal, and close ratio.
- Private labeling is standard to include your company’s logo.
Adjustments can be made to the color scheme to be consistent with your
company’s look and feel. Sales professionals and your VAR channel can
access this unique, secure proposal production site via your intranet,
extranet or the internet.
For pricing details, please contact the company directly.
We have yet to review this product.
Have a question about this program?
Then please just email me your question! If the answer is short
& sweet, I will pop you back an answer. If the question requires further
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AskRichBohn.com, to share with
others. As always, you can email me at
rich@sellmorenow.com !
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