Last Updated on 7 years by RichBohn
This CRM Review examines Paperless Proposal.
In-Depth CRM Review
Paperless Software, Inc.
8001 Vickers Street
San Diego, CA 92111-1917
CRM Category: Field Sales Support – Cloud
Seats: Small Business
About the Company:
Paperless Proposal uses the most advanced cloud computing hosting technologies available in the industry today. Paperless Proposal does not host your data on a normal server as most all other services do. We utilise cutting edge cloud computing technology provided by Amazon’s Elastic Compute Cloud. Your Paperless Proposal is operating securely inside the cloud on Amazon’s world renowned data centers. Amazon Elastic Compute Cloud (Amazon EC2) is a web service that provides resizable compute capacity in the cloud. It is designed to make web-scale computing accessible to applications such as your Paperless Proposal.
As Paperless Proposal runs on EC2 it takes advantage of a truly elastic computing environment. EC2 enables Paperless Proposal to increase or decrease capacity within minutes, not hours or days. Paperless Proposal can commission one, hundreds or even thousands of server instances simultaneously to ensure your Paperless Proposal is a high performance selling tool.
About the Product:
No one likes writing proposals. The process to create, differentiate, and personalize a proposal should be easy and fun. Library of Current Material All current sales material should be at a sales reps fingertips. According to IDC, 56% of time is spent either searching or gathering information for documents. Document Personalization A proposal should be personal.
Proposal Life-Cycle Optimization
Ensure that every step of your proposal process is as pain free, optimized, and transparent as possible from creation to close. At Paperless Proposal we specialize in helping you do this. Create Create dynamic consistent proposals in minutes with templates, custom pricing tools & easily upload word, excel, PDF, video & powerpoint files.
Many online, cloud based proposal systems make you recreate your existing documents in HTML to use them as an integral part of your proposal. Not Paperless Proposal. Print And Screen Are Pixel Perfect A very small number of prospects still will request a paper proposal. With Paperless Proposal simply create your proposal as you always would and hit Download & Print.
Many companies use Salesforce or another customer relationship management (CRM) tool to track all of their sales activity. Paperless Proposal makes it easy to send proposals to these prospects as well as automatically log all proposal activity back into the CRM. Client Information and Contacts When a rep uses CRM integration with Paperless Proposal they simply: Select the opportunity.
Personalized documents make a stronger impact and show that you are interested in the customer relationship. It should be easy to personalize proposals and marketing materials. Paperless Proposal offers a variety of template types to help differentiate your proposal. Merge Documents We take your existing word documents and identify with you the places in the documents that change.
A custom pricing tool for your company will decrease errors, increase speed, and ensure that your pricing goes out in a consistent manner every time. Errors Spreadsheets or free-form documents can be prone to errors. A formula was changed here, a calculation made incorrectly there can lead to a deal falling through. Paperless Proposal offers custom pricing tools specific to your company.
Ensure your reps have easy access to all the current sales, marketing material, and pricing at all times and can easily include them in their marketing campaigns and proposals. With the Paperless Proposal library you can ensure your proposals have a consistent look and feel every time. Library During the quickstart process a library is built for your company of all your current material.
Would you be able to relate to a customer better and differentiate yourself more if you knew exactly what each person looked at in your proposal and how much time they spent reading each section? Solve The Pain Points Your proposal may be reviewed by multiple people before you close the sale. Each one of those people usually will have unique pain points that are important to them.
A multimedia proposal including capability and targeted video both pre-recorded and recorded directly from your webcam can help you connect more personally and effectively. Using video directly in your proposal is an memorable way to illustrate your company’s capabilities and personally explain differentiators and competitive advantages thus giving a 3 dimensional approach.
Real Time Sales Reports
Sales departments can be managed better if you have greater insight into what is happening after the sales rep sends a proposal. Proposal Lifecycle Tracking With a proposal system you can gain valuable insight after the proposal is sent. At a glance on the manage screen you can see exactly which proposal have been sent, viewed, or approved.
eSignature keeps your proposal process completely online and paperless. eSignature for your Records eSignature directly within your proposal keeps your proposal, contract, and signature pages all in one place and easy to find. Convenience You prospect reviews your proposal and signs right on the spot. There is no need to fax back and forth or print. Your prospect can then download the entire…
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Rich’s View of Paperless Proposal:
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