Why software proposal creation needs to be supported by CRM

http://swproposal.com/

The process of creating proposals is rather complicated, especially if the projects are complex and the clients are big companies. The software proposal creation process usually includes a number of steps: providing a general description of the project and the situation at hand, compliance with requirements, prediction of risks involved, adding a description of system architecture and technologies, selecting communication options, the negotiation process and testing methods, a detailed breakdown of the work scope (dividing the work process into stages and counting man-hours, labor categories), providing a delivery schedule for each stage, budget calculation, listing terms and conditions, as well as adding portfolio and references if necessary. Proposal creation is often the final stage of every negotiation. However, at the same time, it can be one of the first steps in communication – for example when bidding on freelancer websites, such as Elance, oDesk, etc. In both cases, the software project proposal is a very important component of the work process.
All in all, the process of creating a software proposal is not a separate activity which is isolated from other activities and sales processes of the company. Creating proposals is part of a major effort. More particularly, creating proposals is an important stage of business negotiation. Before the step of proposal creation, there is generally long-term communication, which should be approached carefully and with special attention to every detail. To properly track your negotiation process, you will need to use CRM. If you use CRM synchronized with proposal creation, it is even more beneficial for you and your company.
To sum it up, the reason why CRM should be a part of proposal creation is to build a clear and straight-forward basis for long-term negotiation with each of your clients. The Software Proposal Portal is a great tool that will help you link your proposal creator to CRM and synchronize it. Using this tool, you will definitely increase your efficiency and you will improve the overall business processes in your company!
Keep all data and business operations in one place – fill in new information about clients in the SW Portal, create proposals there and at the same time manage all appointments and your work processes in one system! Test it free of charge today - http://swproposal.com/SignUp/Finish