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Proposal Management Solution
A well crafted sales proposal can reap multi-fold benefits for an organization. However, writing proposals is often time-consuming as well as error-prone. Proposals fail due to a number of reasons such as a mismatch between the offerings and requirements, poor substantiation for claims, lack of front-end planning or marketing intelligence, or the simple failure to give the buyer what he asked for.
Most often this critical task does not get the attention it requires in corporate environments in terms of defining the governing process and providing the right infrastructure. It invariably results in loss of efficiency in addition to frustration amongst the people involved in this largely manual process. As the result, the ability to respond effectively to the client and win new business is significantly impaired.
The answer to this issue is a well laid proposal management system which addresses the following –
- Managing the team working environment
- Managing reviews and versions
- Securely archiving past proposals for future search and referencing
- Allowing the implementation and enforcing approval processes
- Tracking and removing any non-compliance as well as be able to access other applications.
BSI, with its understanding of the professional services industry’s requirement, has developed a Microsoft SharePoint based solution - Proposal Management System, to address these challenges. This is a flexible and cost-effective solution and has a number of benefits to offer:
- Reduction in time through streamlined process facilitated by SharePoint workflow
- Re-use of past efforts with effective search of relevant proposals
- Archival and version maintenance through SharePoint Document Libraries
- Efficiency in collaborative authoring with document splitting and merging
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