To create business proposals to win new clients, the sales team at Vortex would manually create their business proposals by writing and compiling many different documents. Some of these documents were templates while others were written from scratch.
The problems and frustrations caused by using this system were:
- Creating proposals was very time consuming and took anywhere from 4-8 hours create a single business proposal.
- Because creating a proposal was so time consuming, sometimes sales reps would not create a proposal for a prospective client that they thought was “iffy” and not a strong contender for buying. This led to many lost sales opportunities.
- The proposals they created were inconsistent in their appearance, content, and corporate brand message. Depending on which salesperson created a proposal, each proposal may have a different appearance, different content included in it, and a different corporate “voice.” This inconsistency reflected poorly on the company's brand image and overall sales message.
- Their proposals looked similar to the proposals of their competitors - hurting their image as a unique and superior company within their industry.
The CEO of Vortex, Stephen Hamelin, decided that their current system for creating business proposals was time intensive and inconsistent. Their goal was to find a proposal creation system that would integrate with their Salesforce CRM to automate much of their new business process, while making their proposals consistent, accurate, and visually unique.