Posts

Proposal Selection: Less Like the Bachelor, More Like Speed Dating

It’s officially proposal season here at Onspring, and the requests for proposals (RFPs) are starting to stack up. I’ve learned a lot about business proposals, having my hand in hundreds over the years. When you produce a few proposals a year as opposed to a few a day, it’s easy to adopt some common misconceptions about your potential client or partner. While you are likely to spend countless hours crafting the perfect response, your recipient will not and cannot spend the same amount of time considering and appreciating it. Here are some helpful strategies I’ve picked up over the years that can get you on the right track.

Features in the Wild: Onspring Email Sync

It became apparent that the end-to-end process could be improved by integrating email communication directly into Onspring. This would enable the client to more closely monitor customer relationships and ensure that nothing falls through the cracks. Our team quickly went to work to design an intuitive connector that captures email and relates it to contact data already stored in the system.