7 Benefits of Using a Proposal Analytics Tool
While building Sellizer, we took into account the problems of both sales managers and salespeople. Although both groups share the common denominator of sales work, their needs will always differ. With that in mind, we prepared a set of proposal analytics features that find practical use in the daily work of a salesperson as well as a head of sales.
Which group of Sellizer users do you belong to? Check what benefits you can achieve with our tool.
Salespeople
Sales is a tough job, and an inseparable part of it is the uncertainty caused by not knowing the client's attitude towards the proposal while they are reviewing it - especially when you send proposals without a chance to present them live. How many times have you sent a proposal and then kept repeating emails and calls asking whether the client had read it? These attempts usually ended in failure - the client asked to be contacted later because they had not had time to look at the proposal yet, but would surely do so soon. From one call to the next, until the contact finally broke off, leaving you with frustration and the stress of missing your sales plan.
What benefits does Sellizer give you?
You know for sure whether the client opened your proposal - or did not open it at all. After receiving an SMS notification about the proposal being opened, you can see in its proposal tracking statistics what genuinely interested your client. Because the statistics refresh every 5 seconds, you can follow them in real time and lead the conversation as if it were happening face to face. Knowing which elements of the proposal your recipient focused on and which they skipped, you match the conversation to their needs. This saves your time and the client's, because you talk specifics instead of guessing - and, as a result, you close sales faster.
You gain knowledge useful for creating more effective proposals in the future. You can easily check which pages of the proposal your client focused on first and which they skipped entirely. Maybe they scrolled straight to the end, because that is where the information most relevant to them was placed? Such a recurring pattern may suggest it is worth changing something in the proposal. Perhaps reordering the slides, removing certain information, or adding something new?
You gain confidence and a better mindset for the conversation. After checking in the proposal analytics what the client viewed and what they skipped, you can prepare better for the call and for potentially uncomfortable questions, and keep more examples at hand from the areas that interest them most.
Sellizer is not a cold mailing tool - use it to send proposals after a call or a meeting with the client. When you call clients who have opened the proposal (so they are genuinely interested) and are reviewing it, you have a much better chance of a substantive conversation, because they are still "in the topic" and have not moved on to another task. By answering their questions on the spot, you take the position of an expert advisor and build a quality relationship.
Sales managers
If you belong to this group, your priorities are increasing sales, saving resources, and up-to-date knowledge about your team's work. The number of proposals sent by your salespeople looks impressive in the system, but in practice you do not see real results? Is it the effect of a poorly prepared proposal, one insufficiently matched to the recipient's needs, bad work organization, or maybe flawed planning of the whole sales process?
What benefits does Sellizer give you?
You stay up to date with the results of your sales team's work. As a sales team administrator, you receive weekly activity reports from Sellizer by email, or you can check them directly in the system. Reading the reports is very simple - within 2 minutes you can identify which team member needs help and who is doing best.
With a better understanding of the work of the whole sales team and its individual members, you can more easily assess their effectiveness and help solve their problems. You can also plan the team's activities more efficiently, because you know how your salespeople handle different challenges. With Sellizer, you stay in control of the sales plan and can be sure you make the right decisions at the right time.
You save time and labor costs of your salespeople. Based on our observations, out of 100 sent proposals only 2 clients reply to confirm they received it or to set a specific contact date. For all the others, salespeople have to make follow-ups asking whether they have had time to read the proposal.
Let's count what it looks like without Sellizer: 100 sent proposals and 98 clients who need a follow-up. Each client takes about 15 minutes on average - that is how long it takes to find the data in the CRM and make a call that will not be answered or will have to be repeated in 10 minutes or on another day. Add writing an email and making a note in the CRM - in total, that is about 24 hours a month!
With Sellizer: in the sales activity reports you can see that out of 100 sent proposals, 75% were opened. Salespeople no longer have to call somewhat at random to find out whether the client has read the proposal. 75 proposals x 15 min = almost 19 hours saved per month on follow-ups alone. That time can be used more productively, and the target can be reached even with a smaller team. The tool pays for itself on the time savings alone! As a result...
You sell more and grow the company through an effective sales department. The proposal statistics Sellizer delivers to your salespeople give them useful knowledge and make their work much easier. Where certain actions used to be taken "by feel", with Sellizer they can be taken with certainty. The awareness of making the right moves, in turn, significantly raises your salespeople's comfort and effectiveness. For you, as a Head of Sales, this brings the benefit of hitting sales targets successfully.