What to do to create a winning B2B SaaS Proposal -

Jul 7, 2022

Traditional B2B SaaS proposals are in serious need of a revamp. With consumers continuing to shop online, learn the different purchasing processes and realize how smooth an ideal buyer experience must be, now is the an ideal time for businesses in B2B to adapt.

The status of proposals is not working. However, proposals are still essential for the B2B purchasing process. The overall experience they have with buying determines your prospects' overall purchase. Effective sales pitches concentrate on the buyer, their pain points and how you'll solve their problems.

What should a winning proposal appear like today? How can a customer-focused proposal make deals more quickly? How can you take back the control of your proposal?

The Challenges That Cause B2B SaaS Proposals to Flop

The B2B SaaS buying experience isn't exactly as seamless as buying online T-shirts. The process currently is long and frustrating for both sellers and buyers. The proposal process currently faces the following challenges:

  1.   Version control can be complicated  
  2.   Proposals can be confusing to navigate  
  3.   Traditional proposals are not interactive both for the prospect and you, the seller  
  4.   Pricing is among the most essential parts of an B2B SaaS proposition  
  5.   Proposals may contain full of data  
  6.   Prospects know how to purchase  

The Basics of a Successful B2B SaaS Proposal

It's the time to let go of the old and hello to the new. Don't bother with lengthy documents; odds are no one is likely to be able to comprehend 100% of your words. Make sure you consider your customers first when creating a successful B2B sales pitch. Create a proposal that answers each of their concerns and proves that your solution will address the problems they face. Introducing the new way of B2B proposals:

  1.   High-Level Overview  
  2.   The Solution You Highlight  
  3.   Pricing  
  4.   Additional Add-Ons  
  5.   E-signature & Direct Payment  

Are you looking to contrast the old format against the current format? We made that simple for you. Download the guide to Write B2B SaaS Proposals that close deals faster.

What you need to do to create a Winning B2B SaaS Proposal

  1.   Organize your key details  
  2.   Speed-up workflow  
  3.   Design with purpose  
  4.   Concentrate on the Buyer  
  5.   Highlight your solution  
  6.   Make it engaging and fun  
  7.   Make it usable  
  8.   Make sure you understand your message  
  9.   Be aware of your tone  
  10.   Approved  
  11.   Proofread and polish  
  12.   Monitor engagement  
  13.   Make a plan for your follow-up strategies  

Level-up Your Proposals

Anna Mroczkowski   Anna is the Community Engagement Specialist at . If Anna isn't writing blog posts or scrolling through social media sites  an update, she's streaming TV shows or eating oysters and walking around wearing a sweatshirt that matches to Savage Garden.