Enterprise Sales
Template
This proposal was prepared for:
(Company_Name)
Executive Summary
MM / DD / YYYY
(COMPANY_NAME) is thrilled to propose a strategic partnership with (CLIENT_NAME) aimed at leveraging our cutting-edge technology and services to revolutionize your business operations.
We understand that in today's fast-paced digital age, adapting to new technologies is key to staying competitive. With this in mind, our team at (COMPANY_NAME) is committed to providing solutions that are not only innovative but also seamlessly integrate with your existing infrastructure.
Hi, I'm (NAME)
I'm your point of contact at (COMPANY_NAME). I'm here to teach you about the product and guide you through the sales process. Don't be a stranger, let me know how I can help.
Mutual Action Plan
Outline of shared next steps
Product | Status | |
Outline the scope of project and Timeline | ✔️ | |
Manager Demos | ✔️ | |
Executive Presentation | ✔️ | |
Internal project approval (budget and next steps) | ||
Free trial kickoff |
Procurement
Product | Status | |
Security Review | ✔️ | |
Legal and Contract | ✔️ | |
Company Approval and Launch | ✔️ |
Product Overview
Introducing (COMPANY_NAME), a groundbreaking software company specializing in cloud-based solutions designed to streamline business operations and boost productivity.
Our flagship product, (COMPANY_SOLUTION), is an all-in-one platform that integrates project management, customer relationship management (CRM), and team collaboration tools into a single, user-friendly interface.
Product Deep Dives
With (COMPANY_NAME), your sales team can leverage robust CRM capabilities to track leads, manage customer relationships, and analyze sales data in real time.
Use (COMPANY_NAME)’s comprehensive project management features, teams can plan, coordinate, and monitor project tasks and progress seamlessly.
(COMPANY_NAME) fosters effective communication and collaboration across dispersed teams. With integrated chat, video conferencing, and file-sharing capabilities, teams can collaborate in real-time, ensuring everyone is aligned, informed, and working towards common goals.
Customer Service
Overview
- Dedicated customer success manager
- 90 day implementation
- Quarterly business reviews
- Manager and IC trainings
- Vido University and Change Management Hub
- In-app chat, email and phone support
- Access to help center, video library and training webinars
99% Overall Customer Satisfaction Rating on G2
94% | Ease of Use | 94% | Ease of Setup |
95% | Meets Requirements | 94% | Quality of Support |
96% | Ease of Doing Business With | 91% | Ease of Admin |
You're in Good Company
Company is used by 2,000 customers around the world.
Customer Stories
TimeHub
Qwilr has helped TimeHub simplify their sales workflow & gain better brand consistency.
Mentorloop
Qwilr helps MentorLoop create proposals with wow-factor without needing a designer.
Security and Privacy
Enterprise ready compliance
Viva is GDPR compliant. Organizations in the EU or who employ EU-based individuals can rest assured that Viva is handling their personal information in compliance with the latest EU laws.
Additional resources:
Viva is SOC2 compliant. Lattice has been audited by an independent firm who has confirmed that Lattice meets the requirements set forth in TSP section 100, 2017 Trust Services Criteria for Security, Availability, Processing Integrity and Confidentiality.
SOCII compliant report is available upon request
Return on Investment
By adopting (COMPANY_NAME), your sales team will benefit from a productivity boost with the hours saved on creating compelling proposals and content. We worked with (CONTACT_NAME) to estimate those savings – here’s our projection:
Pricing
Packages
Option 1: Smiles
- Option inclusion
- Option inclusion
Option 2: Platform
- Option inclusion
- Option inclusion
Sample Add-ons
Description | Item | Quantity | Price |
---|---|---|---|
Onboarding | $0.00 | $0.00 | |
Setup fee | $0.00 | $0.00 |
Free Trial Support
Recommended Next Steps
- Send invite to free trial account
- Setup Company Integration
- Create the Smile Workflow
- Invite Employees
Search the knowledge base:
Terms and Conditions
The Legals
This product is meant for educational purposes only. Any resemblance to real persons, living or dead is purely coincidental. Void where prohibited. Some assembly required. List each check separately by bank number. Batteries not included.
Contents may settle during shipment. Use only as directed. No other warranty expressed or implied. Do not use while operating a motor vehicle or heavy equipment. Postage will be paid by addressee. Subject to CARB approval.
This is not an offer to sell securities. Apply only to affected area. May be too intense for some viewers. Do not stamp. Not rated by the Motion Picture Association of America. Call for nutritional information. Use other side for additional listings.
Printed on recycled paper. For recreational use only. Do not disturb. All models over 18 years of age. Prize not redeemable for cash value. If condition persists, consult your physician. No user-serviceable parts inside. Freshest if eaten before date on carton.
To be used as a supplementary restraint system only. Always fasten your safety belt. Subject to change without notice. Times approximate. Simulated picture. Do not staple or paper clip. Price slightly higher east of Alaska. No postage necessary if mailed in the United States.
Do not X-ray. Breaking seal constitutes acceptance of agreement. For off-road use only. As seen on TV. One size fits all. Many suitcases look alike. Contains a substantial amount of non-tobacco ingredients. Colors may, in time, fade.
We have sent the forms which seem right for you. Magnetic media, non-returnable if seal is broken. Formatted to fit your screen. Slippery when wet. For office use only. Not affiliated with the American Red Cross. Drop in any mailbox. Edited for television.
Keep cool, process promptly. Post office will not deliver without postage. List was current at time of printing. Return to sender, no forwarding order on file, unable to forward. Prolong exposure to vapors has caused cancer in laboratory animals.
Not responsible for direct, indirect, incidental or consequential damages resulting from any defect, error or failure to perform. Keep away from children. At participating locations only. Not the Beatles. Penalty for private use. See label for sequence.
Substantial penalty for early withdrawal. Do not write below this line. Falling rock. Lost ticket pays maximum rate. Phenylketonurics: contains phenylalnine. Your canceled check is your receipt. Add toner. Place stamp here.
Use only as directed; intentional misuse by deliberately concentrating and inhaling contents can be harmful or fatal. Avoid contact with skin. Road construction ahead. Open other end. Dealer participation may affect final price.
May not be present in all tap water. Sanitized for your protection. Be sure each item is properly endorsed. Sign here without admitting guilt. Slightly higher west of the Mississippi. Park at your own risk. Employees and their families and friends are not eligible. Beware of dog.
Contestants have been briefed on some questions before the show. Limited time offer, call now to ensure prompt delivery. You must be present to win. No passes accepted for this engagement. No purchase necessary. Processed at location stamped in code at top of
carton. Shading within a garment may occur. Keep away from fire or flames. See Uniform Code of Military Justice. Replace with same type. Approved for veterans. Booths for two or more. Indicates a low-fat item. Check here if tax deductible. Some equipment shown is optional.
Price does not include taxes. No Canadian coins. Tax, tag, and title not included in advertised price. Not recommended for children. Prerecorded for this time zone. Reproduction by mechanical or electronic means, including photocopying, is strictly prohibited.
No solicitors. No alcohol, dogs or horses. No anchovies unless otherwise specified. Avoid spraying into eyes. An 18% gratuity will be added for parties of 8 or more. Do not write under this line.
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