TRACKING PROPOSAL ANALYTICS

Track Proposals through sales cycle

Gain valuable insight into how your prospective clients view and interact with your proposals with Paperless Proposal’s Tracking and Analytics Tools

With Paperless Proposal’s advanced tracking and analytics tools, you will now be able to know exactly who views your business proposals, the dates, times, and length of time they view your proposals, and what pages and sections of your proposals are viewed the most. This data will provide you with valuable insight into the interests and buying criteria of the prospective clients who receive your proposals.

Discover Your Prospective Client’s Most Important Pain Points

When you send your business proposal to your prospective client, it will most likely be viewed by multiple people. Each one of those people will probably have unique pain points that are important to them. During the investigation stage the prospective client’s explicit pain points are usually discussed with you, but their implicit pain points are generally not communicated. Paperless Proposal helps you solve this problem.

With Paperless Proposal’s tracking and analytics tools, you will now know exactly what pages and sections of your proposal are viewed the most by each person. You will also know precisely how much time each person spends viewing specific pages of your proposal. This information gives you valuable insight into what pain points each person who views your proposal cares about the most.

For example, if one member of their team focuses on your employee training services section and specific training services pages, you now know to follow up with that person and stress how you excel at training. If someone else focuses on how you will handle project management, you will know to discuss with that person the strength of your project management skills and your ability to complete projects on schedule.

As you can see, Paperless Proposal’s tracking and analytics tools give you a tremendous competitive advantage over your competitors because your competitors will not have any of this information, so they will not know what specific pain points each member of the prospective client’s team cares about the most. By having this key information, you will be able to focus on the pain points your prospective clients care about the most so you can win significantly more business and leave your competitors wondering how you keep getting chosen over them. Winning feels great, doesn’t it?

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.  During the investigation stage the explicit pain points are usually known, but the implicit ones are generally not communicated.

Know exactly what each person cares most about by looking at tracking analytics.  Tracking analytics show when each person in the prospect’s company viewed your proposal, what they looked at, and how long they looked at it for.

If someone focuses on your training for example you know to follow up with them and stress how you excel at that.  If someone else only focused on pricing you will be able to come up with a strategy for that as well.

This gives you a huge advantage over your competition that is still using paper proposals or a PDF.

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