Managing Business Proposal

2 Managing Business Proposal

Managing proposals presents an enormous challenge for sales and marketing teams.Many established management methods are ill-suited to deal with the broader issues associated with the production and delivery of proposals.

Proposal management is an inherently collaborative process.It often consists of the following basic roles and responsibilities:

(1)Creator—responsible for creating and editing content.

(2)Editor—responsible for tuning the content message and the style of delivery, including translation and localization.

(3)Publisher—responsible for releasing the content for use.

(4)Administrator—responsible for managing access permissions to documents and files,usually accomplished by assigning access rights to user groups or roles.

(5)Consumer or viewer—the person who reads or otherwise takes in content after it is published or shared.

Increasingly,the term proposal management is being used to suggest that engagement with the proposal process is important to more than just the sales team, and should also affect those working in marketing,legal,and sales.

There is also an increasing trend towards using proposal management software that allows users to quickly and easily create proposals,collaborate with team members,track and analyze customer engagement.