Last Updated on 7 years by RichBohn
This CRM Review examines EPosal.
In-Depth CRM Review
130 Dundas Street E.
Mississauga ON L5A 3V8
Telephone: (905) 279-1816
CRM Category: Interaction Support – Cloud
Sub-Category: Marketing Communication
Seats: Small Enterprise
About the Company:
ePosal revolutionizes how sales, marketing and corporate communications personnel communicate with and respond to customers, and prospects. ePosal provides a new level of speed and customer intelligence to an enterprise at much lower cost than any other means of communication.
To sell anything generally requires an exchange of information. With the ePosal system it will be possible to create and deliver professional sales information or proposals in just a few minutes.
A sales representative on the road or working from home, away from the office resources, can get information in front of client more efficiently than print, without the expense of production, courier etc.
About the Product:
Cell Based Tables
CBT’s allow for easy content creation and editing. In about 5 minutes you will have the authoring system mastered.
Create one proposal and send to all or select group from your client profile list. Copy an existing proposal, select a recipient and send. It doesn’t get easier to prepare professional looking information.
Management View / Forecasting
ePosal gives management the ability to establish view protocol. For example, the V.P of sales would have ProTrak access to all proposals. Very helpful in forecasting future sales. A regional manager would have access to all proposals for their region and so on and so forth down the line.
Create a sales proposal template for each of your products or services. The prospect then requests information for a specific item. After the client uploads their relevant contact information an ePosal is automatically generated and sent. It’s like having a sales desk open 24/7.
ePosal is extremly cost effective. How much do you currently spend on materials, inserts, covers, attachments, etc.? For about the cost of postage alone you can have a professional presentation in front of your prospect.
The Enterprise version of ePosal allows you to have pages that are inserted into each sent proposal that are only editable by a super administrator. These critical disclosure documents can not be deleted either. ePosal assists in enforcement of your proposal policies.
Data Base Tags
ePosal allows you to use tags in your CBT’s. For example the inclusion of the tag “epcompany” in a sentence, will display the company name in that sentence. A copied proposal with tags will display the information relative to the recipient company. Tags allow you to customize multiple send documents to make it appear each proposal was customized, when in fact it was only created once.
Most proposals follow the 80/20 rule. 80% of the content, such as company information, corporate history etc. is the same. The more proposals created for your products and services, the larger your resource library for new prospects.
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of EPosal:
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If you are considering this program, you should also look at these other CRM solutions:
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