From the course: Sales Strategy: Using AI and Automation to Sell More
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Building proposals with AI and automation
From the course: Sales Strategy: Using AI and Automation to Sell More
Building proposals with AI and automation
- The building of a proposal can be a make or break moment in a sales process. You've done fantastic work to get to this point by asking the right questions and saying all the right things. Now they've given you the opportunity to put your best solution forward in the form of a proposal. So how can AI help? Most basic CRM systems can store information about your products, and help with time saving and the elimination of human error. Price, dimensions, stock levels, delivery times, and a lot more can be directly pulled from a database and added to a document, saving you time, and eliminating the chance of you making a silly mistake. But those are basic. You'd expect a simple CRM system to help with that. So let's look at some really clever stuff that AI can do, beyond just pulling information. Requests for proposal, or RFPs, are one of the most time-consuming proposal formats, massive documents with masses of detail.…
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