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How to produce professional sales documents in less time
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How to produce professional sales documents in less time

Dimitriya Paunova

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You’re up against a deadline.

The pitch is due in, and – as usual – you’ve spent far too long digging out imagery, sourcing accurate performance data, and making sure corporate information is up to date.

Now at the eleventh hour, your Compliance team is telling you your hard-work is not on brand.

Been there? Wanted to scream?

It’s probably a familiar scenario to many business developers in regulated firms.

But there is a better way.

Overcoming the branding and compliance challenges when producing sales documents

Taking a template approach can solve many of the challenges you face when producing sales presentations, RFPs and pitch documents. Here are our tips on how to produce professional sales documents. 

Challenge 1: documents are not on brand

Being knocked back by Compliance or Marketing because your carefully-crafted proposal uses outdated branding is gutting. Particularly as it usually happens about ten minutes before your tender is due in.

Creating a library of on-brand document templates solves this. Build a suite of user-friendly Microsoft templates and you make it easy to create brand-compliant proposals, RFPs and sales documents.  Ensure you have pre-approved master documents to hand, saving admin and rework.

Challenge 2: keeping up with brand guidelines is a headache

Brand standards seem to change with alarming regularity. Keeping up with the right colours and fonts to use can take precious time away from where you should be focusing – producing a tender tailored to your prospect’s needs.

Template tools can make sure the correct fonts, colours and styles are used automatically, freeing you to concentrate on the areas where you can really add value.

Challenge 3: your Compliance team rejects proposals because the content is out of date

Like branding, corporate data – AUM, performance figures, disclaimers – seems to change constantly. Making sure you have accurate and up to date information is a must if you want to get sign off. But as with branding, this can take a disproportionate amount of time – time you could spend getting to know your prospects, fine-tuning your proposals or out of the office developing business.

‘Locking down’ approved content can help here – create a content library of accurate information and current data, and simply insert pre-approved material into your documents where you need it. This will save you and your Compliance team time, as they don’t need to re-check already approved content. All of which helps get your proposals out the door quicker.

Challenge 4: the need to create professional, branded charts and tables

Graphs and tables get your message across quickly and visually. But they can be time-consuming to create. A document and template library can enable you to produce branded charts and tables in one click, making the design of on-brand visuals pain-free.

Challenge 5: producing professional documents when you’re away from the office

In an ideal world, you spend as little time as possible at your desk and as much as you can on the road, meeting with prospects and clients.

This can be tricky, though, when you’re on deadline and need to access corporate systems for the information you need. Template libraries can be built without the need for internet connection, so you can access your documents anywhere – enabling you to make those last-minute tweaks that create a winning proposal.

Reducing the time it takes to produce successful sales documents isn’t as hard as you might think. Overcome the five challenges we’ve listed and you will be on your way to more efficient document production.

To read more, download our short case study showing how insurer AIG took a more efficient approach to producing professional customer-facing documents. You can read the case study for free here.

How Microsoft Word templates can automate document creation



 

Topics: Sales, recommended

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