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for: Search for: Proposal & Quoting Software CRM Integrations Salesforce Microsoft Dynamics Zoho Netsuite Monday.com Oracle Sage Vertafore Pipedrive SugarCRM Quickbooks Infor INDUSTRIES About Our Process Demo Contact Us Proposal & Quoting Software CRM Integrations Salesforce Microsoft Dynamics Zoho Netsuite Monday.com Oracle Sage Vertafore Pipedrive SugarCRM Quickbooks Infor INDUSTRIES About Our Process Demo Contact Us The most customizable proposal system available. Watch a short video There isn’t a workflow or CRM complexity we can’t solve. ASK US TOUGH QUESTIONS We make complicated quoting & pricing easy. LET US IMPROVE YOUR PROCESS Make Beautiful Custom Proposals. Fast. WORK WITH US TODAY Make Beautiful Custom Proposals. Fast. WORK WITH US TODAY Real, No-Cost CRM Integration Deep integration of your proposal and quoting software into CRM and ERP systems is crucial for success. salesElement has been working with CRM systems since 2003 and is unsurpassed in its built-in, no-cost integrations. Additionally, we have the ability to write custom integration specific to your needs. Go ahead, ask us your toughest CRM & ERP questions. Key Benefits of Our Proposal and Quoting Software Speed Create stunning proposals in 60-80% less time. Give your sales team more time to close more deals, and improve your bottom line by being more responsive to customer requests. Complex Quoting Generate accurate quotes, quickly and easily, and eliminate unapproved discounting. We tailor our pricing engine to your company, and make even the most complex pricing system simple. Visually Impressive Make your proposals stand out from the competition. Beautiful PDF documents, based on your corporate look, are visually impressive and help reinforce your brand. Easy to Use Simply point and click to select content and build proposals. Give your sales team the assets they need to succeed, and in minutes they’ll be out the door with amazing proposals and quotes. Consistent Content Centrally store approved content, so your sales team always has accurate, up-to-date information. Restrict editing of legal text and other content to subject matter experts, and reduce mistakes. Proposal Analytics Continually improve your proposal content and sales process by analyzing what users are doing, which proposals could use a little help, and which ones are winning business. Less copying and pasting. More selling. Watch a short video HOW WE HELP YOUR BUSINESS We help you win more BUSINESS! We reduce the time it takes to make proposals and quotes, we get you noticed by your customers, and we ensure that your teams are working efficiently, consistently, and within their authority. Our Process We know that launching new software can feel overwhelming. So we’ve designed our process to make things easier for you, every step of the way. We do the heavy lifting for you, up front, to customize seProposals to fit your company’s needs. And we integrate seProposals into your workflow, so you are up and running as quickly and easily as possible. Find out more about our process Frequently Asked Questions How long does setup take? Typical implementations of seProposals can take up to 2 weeks to complete. This includes salesElement producing graphics for your proposals, assisting with content, and helping you define your quoting and pricing strategy. More complex projects with extensive pricing systems can take 6-8 weeks to complete. How much of my time is needed in setup and management? We do most of the heavy lifting so you can continue to focus on your daily tasks while the proposal and quoting software is setup for you and your team. We will generally need a few hours of your time to review your business and pricing strategy. From there, our engineers and project managers setup your quoting and proposal process and show you progress along the way. We’re always there to help you get setup, ensuring your success. What happens if we have changes througout the year? salesElement assigns a dedicated account manager during your implementation process and they stay with you over the years. Any questions, changes, or issues can be discussed with them. We do our best to handle updates at no additional cost to you, and we’ll always work closely with you to work within your budget if changes to your business require larger changes to your seProposals implementation. Does salesElement provide content or design? salesElement has graphic designers available to create your proposal templates at highly discounted rates (or free if you have10 users). Our team reviews your materials, including your website, past proposals, or other branding and produces templates that will resonate with your customers and prospects. salesElement staff and account managers will also assist you with content and messaging if requested. salesElement also partners with leading proposal content experts and 3rd party designers if you prefer to work with a dedicated agency on larger projects. We’re here to help in any way we can. Do we HAVE to have a CRM system to use seProposals? NO! We HIGHLY recommend that you use a CRM system, whether a free or low cost solution, or a true enterprise-class CRM system. However, if you don’t have one, or are in the process of making a selection, seProposals can help you get started. Built into seProposals is a simple Account and Opportunity manager. If you do purchase a CRM down the road, all the data can easily be exported into the CRM of your choice with minimal effort. OUR CLIENTS For more than 14 years, we’ve helped clients of all sizes and from all industries– from healthcare to financial services to hardware– improve their sales process and their bottom line. Companies like Motorola, AIG, Great American Insurance, Talend, ExpoLogic, Revision Energy, and dozens of others have relied on us for their mission critical proposal and quoting software. Whether your company has five sales people or thousands of sales people, if your company is struggling with proposals and quotes, we can help. Your Name: I would like to discuss: Producing Better Proposals and Quotes CRM Integration and CPQ Complex Quoting Processes Sales Enablement Sales Operations Improvement Other Your Email: Your Phone Number: Note: Your information will be used to contact you about your request. This form will NOT add you to any email automated marketing lists. Δ REQUEST A CALL BACK Would you like to speak to a representative over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer. Send us a message, or phone (646) 837-0767 between 9:00 a.m. and 6:00 p.m. Monday to Friday US Eastern Time. We would be delighted to speak about how we could help your business improve your proposal and quoting process and increase sales. OUR MISSION IS SIMPLE To make your sales process easier and more efficient, so that your business and your team can thrive. IMPROVE SALES AND MORALE Improve your proposal process and increase your productivity. Let Us Help Proposal & Quoting Software Proposal & Quoting Software CRM Integrations Industries Served Get a Demo CRM Integrations CPQ for Salesforce CPQ for Microsoft Dynamics CPQ for Zoho View More Career Opportunities Frequently asked Questions Our Process Get Started Contact Us Get a Demo Follow Us © 2003-2023 Sales Element, LLC...