Clients Proposal Writing Technology 
Highspot
JANUARY 23, 2025
Yet, a rapidly changing landscape of technologies and buyer expectations can outpace professional development and overwhelm even seasoned professionals. Soft skills training programs help bridge this gap by providing reps with interactive techniques for excelling, driving consistent results, and building stronger client relationships.
Martech
FEBRUARY 15, 2024
We used an AI tool to profile buyers’ personalities to help a client narrow down the 17 personas that came from the product marketing group to 4 actionable personas. We know there will be shortcomings in this new wave of technology. From there, we built a business on the tool, which we call personality-based marketing.
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Closing Bigger
MAY 21, 2024
Improving Proposal Writing and Client Communication with AI Tools like Fathom.video can transcribe and analyze sales meetings, pulling out key points and client needs. “Using AI to draft proposals means we can respond faster and more accurately to client needs, increasing our chances of success.”
PandaDoc
AUGUST 16, 2021
Using PandaDoc automation, clients obtain detailed insights about their contracts, expenditures, and revenue over time. All PandaDoc data is encrypted using AES-256 technology to prevent unauthorized third-party access to sensitive information. PandaDoc is great for document management, too.
Salesforce
FEBRUARY 12, 2024
After a recent acquisition, Awesome Outfits is thinking about modernizing its call center technology to handle its newly-increased call volume. This way, you can uncover key pain points and find out what they value before you propose a solution. You have a lead for a buyer, Max, who is the CIO at Awesome Outfits, an apparel retailer.
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