First, we let you sync your QuickBooks Online contacts with Quote Roller, now we’ve kicked it up a few notches with a deeper integration, allowing you invoice using QuickBooks Online (QBO) from a Quote Roller proposal.
In this blog post, we’re going to teach you to close out your deals by doing what you do best, get paid!
Quote Roller is excited to join the Salesforce AppExchange and we wanted you, our loving clients, to know first. Now, Quote Roller’s Enterprise and new Team Plan subscribers and Salesforce’s Enterprise, Unlimited, and Developer editions can go ahead and send proposals straight from their Salesforce account. The client and opportunity details auto-populate your rockin’ Quote Roller proposal, along with, amazingly, your pricing and catalog details.
Are you excited?
First, we talked about What We Learn from YOU. Now it’s time to talk about what we’ve learned from our partners in crime.
Seriously the best part of working for a startup is learning and doing new things every day. That is especially the case when I work with our integration partners and other SaaSy friends, like in our ongoing series of free webinars. Just last week, I’ve learned so much from a few of our partners that I thought I’d share with you now their innovative ways to connect with clients on and offline.
So let’s dive in and reveal (or steal?) some of their secrets!
True or False: There’s no such thing as multitasking, you are only making people wait.
We call our generation the masters of multitasking, never stopping, disconnecting or focusing on just one thing. But do we need to? Today we are break down the pitfalls of multitasking and how to manage your time better.
There have been plenty of pieces why multitasking doesn’t work. Forbes explains how our brain can’t possibly differentiate and tackle two dissimilar tasks at the same time, to the point that doing so could be dangerous; think how well Fernando Alonso would drive if he was checking his email. The New Yorker argues that the world’s great geniuses, from Kerouac to Jobs, reached their potential by being essentially recluses, shutting out the world and focusing for days on perfecting and following through on a single task.
So why do we think we can magically do more than the Wozniaks and Kafkas of the world? Google and Twitter and Facebook, oh my, have built up our hubris, fooling ourselves into believing we’re multitasking warriors, when we’re really ineffectual wimps who think ourselves more effective because we don’t even stop so-called multitasking in the bathroom.
We just need to STOP. And then retrain ourselves from the start not to multitask but to manage time.
As you may have heard, for the last two months, we’ve been holding an ongoing Design a Great Proposal Contest. The goal was purely selfish, as you make us look good every day and we thought we’d take advantage of your mad skillz to inspire other Quote Roller users of how to take advantage of our sales solution to not only save time, but to put their businesses’ best face forward.
First click on and check out the three winning proposals to see what we’re talking about…
…and then read on to learn all the simple tricks to make sure your next business proposal screams ACCEPT.
Some Quick Business Proposal Success Tips
- Don’t overload with text. Split into consumable–and trackable!–sections
- Pay closest attention to the first section–if that’s boring, no one’s going to click on through
- Use images more–a picture is worth a thousand words
- ALWAYS customize your experience and list of services to clients’ needs
- Offer them options in your pricing table
- Size your photos correctly–higher-res for web-based and lower for PDF
- Build and reuse your best content, saved in your Content Library
- Don’t forget to review your PDF proposal version–if you cannot make a good PDF, turn the option off!
Now, let’s jump right into the good stuff with lessons and tips we’ve learned from you, the folks actually using our business proposal app every day to close more deals! Thank you!
We talk a lot about tricks to sell and sell and serve toward selling some more. What’s great about Steadfast Creative is that they also focus on stronger team building, focusing on helping their staff grow along with their company, as well as providing great service.
Not only do we like our clients successful, entrepreneurial and eco-friendly, it doesn’t hurt when they are an attractive team of Aussies. These things are all true for Men In White painting. Now let’s jump right in and learn all about this great team and how they are revolutionizing the painting industry.
I’m a Jersey girl in Barcelona, working for a company with offices in Minsk (two hours ahead,) South Carolina (six hours behind,) and San Francisco (nine hours behind.) This means my work day can be often scattered, is spent completely behind a computer, and filled with distractions — those tempting all around my home office and pressing matters popping up in my Skype window all hours of the day.
Yes our R&D team’s first language is Russian, but that doesn’t seem to be the language barrier we most often come across. The problem is that I’m a Luddite and naturally resistant learning new technology. But, as you’ll know if you work for a tech startup, or any startup really, that doesn’t fly. Since we produce, market and sell two productivity-enhancing apps, our staff is obsessed with trying every other productivity app.
But I’ve worked through it and actually have found benefits — not always the intended benefits — from many apps. I’m a consummate multitasker, and yet supposedly that’s an impossible oxymoron, but apps have enabled me to live in a world of systemized chaos. Because of these tools I’m going to share, I’m able to work remotely on a team with 11 hours of time difference and succeed at the inevitable multiple and constantly changing roles that come with working for a startup. All done without losing my mind.
How do You design a perfect proposal?
Here at Quote Roller, we’re so proud of how our clients’ businesses are all growing so rapidly, in part because of Quote Roller, but mostly because you’re all totally awesome. We were wondering if you could share with us some of those business proposals that are getting accepted day after day. We think it’ll help us understand the way you use Quote Roller to close deals and will give industry-specific examples of how to create a proposal that will be accepted to folks already using Quote Roller and to those interested in it.
Of course, we wouldn’t expect you to do it for free, which is why we’re enticing you with a case of wine for the office, which you can choose to partake in while sporting Quote Roller tees and sending out Quote Roller proposals for a whole month for the whole office, all on our tab.
And to entice you even more, we even have some tricks we posted on our newest integration partner OnePageCRM’s blog about “How to Design the Perfect Proposal.”