ProposalGENie and Salesforce.com
Tell me more...
ProposalGENie is an easy to use web-based system which automates the writing of your sales proposals; a critical tool to which sales people rarely devote sufficient attention. ProposalGENie allows your sales team to create, in minutes, a fully personalised and tailored sales proposal which your prospective customers will find highly professional and appealing. ProposalGENie is proven, time and again, to initiate startling increases in sales.
GENie can build documents of any length. They can be primarily word based or they can incorporate simple or detailed calculations / configurations such as pricing or return on investment. Content can be standard, bespoke or editable, and it can include images, and attachments, either stored in the library or pulled in from external files.
Integrated with Salesforce.com
ProposalGENie is integrated with salesforce.com in either the lead, opportunity or account areas. If there is more than one contact for an account, GENie asks to whom it needs to be addressed, and then automatically pulls the rest of the company and address information from that client record.
Your outcome is a consistent, high quality proposal presentation, created within minutes, and which is proven to increase sales.
Watch our demonstration videos
What do we do?
We work with you to create a compelling structure for your proposal and, if you wish, our expert proposal writers will draft for you a library of new content with a clear sales message and value proposition which is proven to win you more business.
We will also create for you a proposal design, consistent with your image and branding. It will ooze quality and professionalism, ensuring you make the right impression with prospects and stand out from your competition.
What does it mean?
- You will save time
- You will sell more
- You will increase morale
- You will achieve consistency & quality
- You will increase your control over the sales process...
ProposalGENie offers a multitude of benefits!
Who is it for?
GENie is completely scalable. It can build short quotes or lengthy proposals with simple or complex pricing configurations. We customise it to your exact requirements. It is for any type of business, of any size, anywhere in the world.



