![]() The executive summary should build upon the customer success strategy and messaging that the sales team has delivered throughout the client’s buying process.Here are some best practices to ensure that this important proposal introduction is always customer-focused! A compelling executive summary is well-organized-traditionally no more than 2 to 3 pages in length and delivers a customer-focused introduction to your proposal. Once you have gathered the critical sales intelligence, then you can begin to write. Why should the client select your offering over a competitor’s solution? Your competitive strengths and value opportunity to the client.You need to understand how your organization’s resources, people, product, and services, complement the client’s business needs and how your resources will contribute to the client’s success. How your organization complements the client’s vision.What customer success vision have you, or the sales team, shared with the client throughout their buying process? ![]() Your sales strategy for customer success.What does your client seek to accomplish? What are the client’s business drivers, their requirements, their pain-and the solution that they are seeking? To be successful, you must first gather critical sales intelligence. You want to learn how to write an executive summary that sets your RFP response or sales proposal apart from the competition.
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