Proposal Builder helps Vendasta partner win 17 new contracts
Insight from Vendasta partners Promoticon LLC, Mobi9Tech and Wikads
The Challenge:
Experts serving local businesses often face the manual toil of painstakingly piecing together custom proposals for each and every prospect they’re hoping to partner with. With an average sales win rate of 47 percent across industries, more than half of that time will go unrewarded. Discover how three Vendasta partners are leveraging the power of an in-platform proposal builder to save time and win business.
Agency sees surge in new contracts
40%
Increase in average
revenue per paying account
Partners can avoid missing out on opportunities because of the burden of administrative requirements.
76%
Increase in average
basket size
68%
Increase in number
of engaged accounts
Proposal Builder gives partners the opportunity to expand their client base in less time, with fewer employees, and with just one login.
About Proposal Builder
Proposal Builder is a tool within the Vendasta platform designed to help B2B sellers generate slick and customized proposals quickly. It’s included in every Vendasta subscription at no extra cost.
The problem
“We’ve heard from many of our partners that they spend hours building a single proposal with no guarantee the client will come
onboard. So my main consideration when we approached the design phase of an in-platform proposal builder was ease-of-use and the ability for our partners, who sell ecommerce and digital sales and marketing solutions to local businesses, to create something in as littletime as possible,” says Vendasta Product Designer, Loni Goff.
Traditionally, B2B sellers have used programs like Word, Adobe Acrobat, and PowerPoint to manually adjust messaging, branding, pricing, and strategy for each prospect. This process can be clunky and prone to inaccuracies. What’s more, the proposals created take up valuable time and resources to craft.
If an agency owner, media provider, or IT services professional does use a dedicated proposal software, it often lacks integrations with their existing operations. As a result, users are still required to manually populate standard elements like account names and pricing.
“Creating proposals is a full-time job in an agency setting. In my experience, that workload falls onto the plates of the agency owners, and that ends up being hours and hours spent outside of your regular work to get these proposals complete,” says Director of Marketing for Vendasta Partner Wikads, Dane Whitney.
The solution
Spend time building relationships, not proposals
Unlike other sales proposal software, Proposal Builder is fully integrated with the Vendasta platform, so prospect details from a
partner’s CRM and any custom pricing or packages they’ve created will be pulled from the same platform. This saves local business experts time and money, while reducing the risk of inaccuracies that is present when data is sourced from external systems.
”Instead of creating something custom for each potential client, Proposal Builder gives me templates that are easy to drag and drop. It has really put the polish on the presentation of my proposals,” says Vendasta Partner and Owner of Promoticon LLC, Julia Manaraze.
Whether it’s my own services or another Vendasta marketplace product, it’s so quick and easy to integrate into a proposal using this new solution. It saves so much time from start to finish – Vendasta Partner and CEO of Mobi9Tech, Janine Coogler Hudson.
“I’ve had 17 proposals approved using the tool in only a few short months. The way I’ve found success with Proposal Builder is to nurture that relationship with the prospect first. Then, I will get on a call with the client and send the proposal during the call, so I can confirm they’ve received it and they can approve it right then and there.”
Julia Manaraze
Vendasta Partner And Owner, Promoticon Llc
The result
Partners who have adopted the use of Proposal Builder are now taking only minutes to produce proposals that, in the past, would have taken them hours to craft and customize.
“I trained my new sales agent on how to use Proposal Builder. She was able to secure her first big win and sign the client. This sales professional is new to the industry, so it was extremely rewarding as a leader to help her achieve that through the solution,” says Coogler Hudson.
Promoticon LLC has been a super user of the tool since it was released to testers in December of 2021. Here are some of the early successes Owner Julia Manaraze has realized since.*
40%
Increase in average
revenue per paying account
76%
Increase in average
basket size
68%
Increase in number
of engaged accounts
*These metrics reflect successes in Promoticon’s sales in the four months following implementation of Proposal Builder, when compared to the four month period prior to accessing the new tool.
Build a repeatable sales process
“Whether you’re managing a sales team or struggling to find time to sell, Proposal Builder makes it easy to create a repeatable, scalable sales process that helps you bring opportunities across the finish line as your business expands,” says Vendasta Product Marketing Manager Jehan Zouak.
This is what partnering with Vendasta feels like
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“Vendasta makes it easy to provide full-service solutions to clients. The best feature is the breadth and quality of providers that they have attracted to the Vendasta Marketplace. You can build a business confident that you’re offering ‘best of breed’ solutions to your clients. Plus, the Vendasta platform allows you to pull it all together and present an impressive single dashboard presentation. In addition, Vendasta provides partner support to help you continually grow and innovate.”
Bill B.
Principal
“Vendasta is an amazing company and the platform is better than any other on the market. They provide world leading training and support. Their lead generation tools are very intelligent and work to get signups for your agency. This is a company that you can trust and create a truly unique and powerful marketing agency in partnership with. The support is second to none and they do what they do with passion, focus and expertise to ensure that you succeed.”
David R.
“What I appreciate most about the platform is the broad choice of tools and customization. But in truth, it’s the people. SaaS is trash. Add great people to a solid platform and it turns into a solution. Vendasta account team, product specialist and executives [are] all here to support their agency clients, makes it my go-to choice.”
Mathew
CEO in the US
“I love Vendasta because the entire software system is so streamlined. Everything is incorporated into one platform that helps agencies grow and scale. Their software platform gives your clients a portal to manage everything related to their business marketing online.”
Mitchel T.
Principle Consultant
“The Vendasta platform helps me grow my digital marketing agency by providing everything I need to succeed, including a Partner Center, Task Manager, Vendor Center and built-in CRM.
Their online marketplace has over 200 digital solutions, allowing me to provide all of the digital tools and services that my clients will ever need. It also allows me to add my own products and services to my online store, enabling me to include up-sells and additional value-added services to my clients.”
Michael K.
Owner
“Having a product offering that is well-rounded and possibly unique from my local competitors definitely gives me an edge. Having more tools also helps me become more confident. Highly recommend.”
Justin
CEO in the US
“I highly recommend Vendasta to anyone operating a digital marketing agency. They help you focus on growing your business by taking over the heavy lifting of doing the detail work for you. You can stay focus on the big picture and not get bogged down in the trenches. Without them, I would never have been able to scale my business, we stayed lean but expanded our offerings.”
Scott K.
“Vendasta’s agency tools have allowed us to provide our clients the tools and services they need to stay on top of their online reputation and social media. We’ve gained market share from our competitors, provided our clients with the latest technology to be successful online and increased our retention of clients to over 97% after their initial contract terms.”
Terry B.
CEO
“The main benefit is that I can run a business without a bunch of employees. Even when I am big enough to need a few employees I will still need far less than if I were to run the business without Vendasta.”
Thomas F.
Agency Owner
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