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Proposal software : ウィキペディア英語版
Proposal software
Proposal software also known as proposal management software, proposal writing software,〔London, Jonathan; Lucas, Martin (2012-08-15). "Using Technology to Sell: Tactics to Ratchet Up Results" (Kindle Location 3451). Apress. Kindle Edition.〕 or proposal automation software is a computer program designed to help users develop proposals, presentations, and responses to RFPs.〔Canton, Michael. "Testing Out Proposal Automation Suites." EWEEK, 24 Apr. 2006. Web. 16 Aug. 2012. .〕 Proposal management software is becoming increasingly popular in companies that manage frequent and extensive proposal writing projects. Such software allows businesses to automate the more routine tasks while easily tracking multiple versions.〔Brusaw, Charles T., Gerald J. Alred, and Walter E. Oliu. The Business Writer's Handbook. New York: St. Martin's, 1976. Print.〕
Proposal software allows users to create and manage all important sales and marketing documentation such as business proposals, welcome letters, contracts, quotes, and marketing collateral.〔Sant, Tom. Persuasive Business Proposals: Writing to Win More Customers, Clients, and Contracts. New York: AMACOM, 2004. Print., pg. 132-173〕 Often available as a web-based cloud service, proposal software helps sales, marketing, and legal teams both administer the proposal creation process and communicate their needs through a digital document.〔Murray, Jean Wilson. The Complete Guide to Writing Effective and Award Winning Business Proposals: Step-by-step Instructions. Ocala, FL: Atlantic Pub. Group, 2008. Print, pg. 14〕 Many software applications integrate with CRM software, accounting platforms, and electronic signature providers.
Proposal management software is considered to be a sales efficiency tool as it helps maximize every cross-sell and upsell opportunity by spending less time on creating and management sales documents and delivering timely and relevant information, when it's appropriate in the sales cycle of an opportunity. This means brand-compliant materials with the latest information on new products, on demand, based on the unique selling situation. In some cases, it’s argued that this software solution bleeds into an up-and-coming “sales enablement” software genre. However, proposal management software addresses inefficiencies and lack of visibility in the sales cycle, rather than “sales enablement” efforts defined as sales coaching and guiding the sale.
〔Andersen, Kurt. "Why Sales Enablement Matters - CRM Magazine." CRM Magazine. N.p., 30 Apr. 2012. Web. 04 Mar. 2013.〕 Forrester, a reputable sales, marketing, and business technology analyst firm, views sales enablement and efficiency tools, such as proposal management software, as the key linchpin required to help a B2B company bridge the gap between their business strategies and how they execute in the field.
〔Santucci, Scott. “What Is "Sales Enablement" And How Did Forrester Go About Defining It? Forrester.com, 14 Aug. 2010. Web. 01 Mar. 2013.〕 Companies that are utilizing sales enablement tools help the company align sales and marketing goals and provides a strategic plan of how the business should be operating.〔Lester, Amanda. "Closing the Gap Between Sales and Marketing Through Sales Enablement." GetTinderBox.com. TinderBox, 21 Feb. 2013. Web. 04 Mar. 2013.
==Main features==

The core features of proposal management software vary widely between systems. Many simpler programs have only basic features, while others, especially enterprise systems, are more complex and powerful. Proposal management software is a set of automated processes that may support the following features.〔Sant, Tom. Persuasive Business Proposals: Writing to Win More Customers, Clients, and Contracts. New York: AMACOM, 2004. Print., pg. 159-160〕
* Allow for a large number of people to share and contribute to both stored proposal templates and data;
* Control access to proposals based on defined user roles (i.e., define information users or user groups can view, edit, publish, etc.);
* Provides multi-tier approval;
* Facilitates storage and retrieval of proposals;
* Control over data validity;
* Simplify proposal writing;
* Improve communication and collaboration among users;
* Management of specific sections of a document;
* Increased content and brand compliance;
* Decrease in time to final assembly;
* Provides the ability to electronically sign contracts, tax documents, and legal materials that are included in the proposal 〔Lester, Amanda. "What Is Proposal Management Software" GetTinderBox.com. TinderBox, 7 Aug. 2013. Web.

抄文引用元・出典: フリー百科事典『 ウィキペディア(Wikipedia)
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