Reseller Sales

Sales Proposal Tool feature request

  • Member 5258 Reply

    [quote]Adam said: I know... It just seems so, 90's...

    [/quote]
    Adam, you just prove our point. When you're trying to sell local seo to a landscaper that's been in the biz for 14 years and has a two page website his 19 year old daughter made him, it's real tough to convince him to look at an online proposal tool. Especially since he complains that his invoices are emailed and not paper. That said, he's a great little client that purchased local SEO for $500 a month. Isn't that crowd worth serving?

    12/13/12 at 03:00 AM (4352)
  • Ben V. Reply

    I agree with Member5258 - As a sales professional, I can tell you that web based proposals only are never gonna work. I'm out getting meetings with clients on this and our other service offerings every day. The niche that we serve will not take the time to login and look at these proposals. Some will, but most won't. I don't even use the web based proposal tool for that reason. I have Word Doc proposal that I use and I convert that to a PDF. Don't EVER, EVER limit the ability of a potential prospect to see what you offer. Also, your argument that if they won't login and look at a proposal, then they won't use the dashboard. SO WHAT??? They're busy running their businesses. That's what the monthly reports and contact with the account manager comes into play. Web services falls short in that regard.

    12/13/12 at 09:55 AM (4355)
  • Adam Reply

    I hear you guys.. These are good points... Believe me, I've spent more time in my career building paper reports, invoices, updates, etc --- I get that.

    But NEVER is a strong word... :-) There is definitely a migration in process. A very slow one that has been happening for a few decades. Especially with modern tablets, it is becoming much easier to do things without paper.

    That being said, we always knew there would be strong push-back on the lack of PDF reports for our Sales Proposal Tool.... And we appreciate (as always) your feedback.

    12/13/12 at 10:15 AM (4357)
  • Terrance Reply

    I think that the online proposal tool is great for any market. Even the small mom and pop shops. You have to look at it this way, It's 2012 they know times have changed and that they are already in need of the services you offer. The way that it's presented to them should be an ends all. It's their stepping stone to the age of the web. I work with and have worked with many businesses that way and still deal with them now. I think if you can help to convince them or at least make them feel like they are doing themselves a disservice by not adapting I think you have won the battle. Their competitors are slowly adapting or have already been integrated into this type of sales so to get things done they then need to realize if they can't get over the small thing like the web that their business is going to eventually suffer. That again is just my opinion.

    12/14/12 at 09:52 AM (4360)
  • David Reply

    I mentioned this on the live webinar. I really can't believe this is even debatable. Present to more prospects by having a printable version or not. Not even a question. I have been in sales for over 18 years. I do some deals without ever speaking to my clients. I sell business signs, Channel letters and LED displays to businesses large and small. A good portion of my clients prefer face to face. If we cater to the customers needs everyone wins. If we do not someone else will, even if we have a superior product like we DO! That's like not accepting cash for payment! We only take debit cards?

    12/14/12 at 11:01 AM (4363)
  • Member 4053 Reply

    Hi guys,

    Do you have an update on the Currency dropdown feature? Is it possible to change the currency to British £ ?

    Thanks,

    Joe

    01/20/13 at 03:40 PM (4918)
  • Carissa Reply

    I get ask multiple times a day for an export PDF option. I still think that it would be really great to be able to have end clients view proposal without actually having to log in. I heard there are some new changes coming for the proposal tool-do you know when that might be?

    01/21/13 at 12:06 PM (4922)
  • Adam Reply

    We are discussing them in the HubShout AM Meeting this week....

    01/21/13 at 12:16 PM (4923)
  • Keith S. Reply

    [quote] said: [quote]Adam said: I know... It just seems so, 90's...

    [/quote]
    Adam, you just prove our point. When you're trying to sell local seo to a landscaper that's been in the biz for 14 years and has a two page website his 19 year old daughter made him, it's real tough to convince him to look at an online proposal tool. Especially since he complains that his invoices are emailed and not paper. That said, he's a great little client that purchased local SEO for $500 a month. Isn't that crowd worth serving?

    [/quote]


    Agreed!

    In all honesty, this was quite a surprise discovery for me - I hadn't even considered the prospect of not sending a file to clients. It just seems best practice to me considering the diverse personas I have to market to.

    What happens if a client disputes services delivered vs services proposed? How do we assure the client that the online version hasn't been edited. I know this may be an extreme and cynical example but having recently pitched to a small biz that sued a past web designer, it's certainly realistic.

    I'm working around it by creating a proposal outside of the tool but would really prefer to see something built into HS. I mean, I've got to tweak each proposal to some degree anyway so in the end, it's pretty much the same effort once I create the boilerplate. It's just that I see it as a huge missing piece to an otherwise great tool.

    12/23/13 at 05:54 PM (12303)
  • Adam Reply

    Thanks for the feedback. I think we're in violent agreement here. We have heard from you guys that you need a printable version loud and clear... It's very much on our list at this point....

    Thanks again for your feedback. Greatly appreciated.

    12/23/13 at 06:00 PM (12306)