Business proposals are the energy source that keeps your sales going. It helps you increase your revenue and bring in new clients. But for your proposals to make an impact, you need to know who you are targeting. 

To get the greatest results from your sales campaign, it is essential to understand your leads. And for this reason gathering information about your potential consumers is crucial. However, manually collecting client information can be challenging and time-consuming. 

That’s why there is customer relationship management (CRM). CRM is an excellent way to understand your audience and CRM integrations are what really make it effective as a tool.  So, what is CRM integration, and why you should integrate a proposal software with your CRM for the best results? Keep reading to find out.

What is customizable CRM?

A Customer Relationship Management (CRM) system is an essential tool for businesses to optimize their customer experience. A customizable CRM allows companies to tailor the system and its features to better fit their individual needs, making it a powerful asset in providing exceptional customer service. 

Customizable CRMs are designed with flexibility and scalability in mind so that they can be adapted as the company grows. Companies can customize features such as automated workflows, data fields, reporting tools, and dashboards. This helps businesses streamline processes so that valuable time can be saved by automating manual tasks like sending emails or generating reports. 

Not only does a customizable CRM make day-to-day operations more efficient, but it also enables companies to collect meaningful data about their customers which can then be used for further insights into customer behavior and preferences.

Why you should integrate proposal software with your CRM?

Business proposal software is an essential tool for businesses of all sizes. It helps streamline the process of creating bids, quotes, and other documents that are sent out to potential customers. When integrated with a CRM (customer relationship management system), proposal software can become an even more powerful tool for businesses, allowing them to better manage customer relationships and increase their efficiency in responding to customer inquiries. 

Integrating proposal software with a CRM can help businesses save time by minimizing manual data entry and eliminating duplicate data points stored in multiple systems. With the right integration, companies will be able to access detailed customer information quickly and easily, allowing them to create tailored proposals that meet their client’s individual needs. 

Additionally, integrating these two systems will give businesses valuable insights into customer behavior which they can use to inform future marketing efforts and tailor their sales process accordingly.

Benefits of integrating proposal software with CRM 

When it comes to running a successful business, having the right tools and resources in place is paramount. Proposal software is no exception, as it helps businesses streamline their proposal process, increase collaboration among team members, and eliminate manual errors. But did you know that integrating proposal software with your customer relationship management (CRM) system can offer even more benefits? 

Let’s see those

Sync your business proposals with CRM data

One of the major benefits of integrating proposal software with CRM data is the ability to sync your proposals with detailed customer information. This integration allows sales teams to quickly pull up all relevant customer information for each proposal—including contact details, past purchases, billing information, etc.—and personalize each document accordingly. 

With this data at their fingertips, sales teams can be confident they’re making accurate data-driven decisions when creating proposals tailored specifically to individual customers’ needs.

Additionally, this interface ensures that any client information submitted into the CRM is automatically added to proposals, reducing the possibility of errors or wrong information being placed into documents. This way businesses can ensure accuracy when creating proposals or quotes for their customers and maintain brand consistency across all communications.

Automate deal stage progression

When a proposal is linked to a deal in your CRM, the deal will automatically advance through the phases of your sales cycle as the proposal proceeds.

That means when the client signs/accepts/rejects the proposal i.e. when the proposal status is Signed or Accepted or Rejected, the deal will be moved in the pipeline and its details will be updated.

Get live notifications

Proposal software is essential to any business, allowing customers and vendors to submit bids and other information quickly. But when it comes to keeping track of these proposals in the long term, integrating proposal software with CRM can be a game-changer. 

Not only does integration between CRM and proposal software provides a detailed view of all customer interactions, but it also allows users to receive live notifications when the proposals are submitted or status updates occur. 

The benefit of this integration is that it provides a comprehensive look at customer actions within one dashboard. By consolidating data from both the proposal software and the CRM, businesses have better visibility into all interactions between them and their customers. This helps teams make informed decisions quickly with greater accuracy and understanding of customer needs.

Better employee collaboration

A workforce that is integrated and connected enjoys the benefits of higher productivity and efficiency. Because everyone is on the same page, they can push for greater outcomes.

Before now, each team had a different set of similar data. Therefore, it was nearly difficult to have access to the relevant information at any given time.

When proposal software and CRM operate together, your sales team can exchange and use updated information. It increases their chances of getting better, more useful results.

How to integrate your CRM with proposal software

Now that you know the benefits of integrating your CRM with proposal software, read on to learn how you can integrate Fresh Proposals and HubSpot and enjoy all the benefits that we just discussed.

Connect HubSpot with Fresh Proposals

Link your HubSpot Integration: Begin the process by connecting your Fresh Proposals account with your HubSpot account from the “Integrations” option on the navigation menu. You may have one or more HubSpot accounts, you can choose which account to connect with Fresh Proposals.

Provide necessary access: Next you will need to provide necessary access so that contacts and deals information be shared and updated between these two applications. 

Start using integration: Once the connection is successful, you can start using the integration. 

Search, Import, and Add Contacts from HubSpot

You can find client companies in HubSpot right in the search box with Fresh Proposals. Once the company is selected, you will be able to enlist its contacts and import those to Fresh Proposals. 

Deal Creation, Contact Addition in HubSpot

Deal Creation Based on Proposal Sent: Once a proposal is sent to the client using Fresh Proposals, a deal will be automatically created in HubSpot. This deal will be associated with the client company and the contact used.

Deal Update: Won/Lost: As clients sign the proposal, the deal status is updated as Closed Own in HubSpot.

Conclusion

In conclusion, integrating your CRM with a proposal software can be highly beneficial for businesses of any size. You can make the process easier, faster, and more accurate by using proposal software to streamline the proposal creation process and reduce manual tasks. 

You can also create a more personalized customer experience by automatically personalizing proposals based on customer data stored in your CRM. Furthermore, you can save time and money by automating proposal delivery, tracking, and analytics.