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Text File | 1992-12-27 | 12.7 KB | 534 lines | [TEXT/EDIT] |
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- : :
- : Copyright (c) 1991, 1992 :
- : David A. Works :
- : All Rights Reserved :
- : :
- : This is NOT free software. This is :
- : NOT public domain software. This :
- : is shareware: you are expected to :
- : pay a registration fee to the :
- : author of this program if you find :
- : find it useful. See registration :
- : details in the REGISTER ME file :
- : :
- ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
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- Propose It! v2.0
- TEXT Version
-
- Large Proposal
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- PLEASE READ
- "USER'S GUIDE"
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- Registration has great benefits:
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- 1. User's Guide
- 2. Latest version of Propose It!
- 3. Bonus diskette
- 4. More programs!
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- PROPOSAL
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- For
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- «ADDRESSEE»
- «COMPANY»
- «ADDRESS»
- «CITY», «STATE», «ZIP»
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- Your Company
- 123 Main Street
- Anytown, USA 10000
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- Your Name
- Your Title
- Your Phone Number
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- [DATE]
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- Table of Contents
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- Executive Overview x
- Your Business x
- Objectives x
- Recommendation x
- Product Information x
- Pricing x
- Implementation Plan x
- Support Team x
- Corporate Overview x
- Summary x
- References x
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- Executive Overview
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- General Needs Statement
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- Formulate a general statement of the target company’s main need.
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- EXAMPLES
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- 1.
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- In an increasingly competitive business world, how you communicate
- with your customers and how they communicate with you is vital to
- the continued success of your business. By exploring new ways to
- make those communications efficient, you increase your competitive
- advantage and make telecommunications an integral part of
- «COMPANY»’s strategy for success.
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- 2.
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- Even though there are computers on just about everyone’s desk,
- productivity hasn’t increased during the last ten years. The
- reason is that most people have replaced other machines
- (typewriters and calculators, for example) with a computer. It is
- important for your company to achieve maximum productivity from
- your investment in its people and office machines. The gap between
- using a computer as a typewriter or a calculator and using it as a
- productivity device (saving time and being more creative) is
- bridgeable by learning more about what your computer is capable of
- doing.
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- 3.
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- Having recently become a father for the first time, you have come
- to realize that planning for the future is more important than it
- once might have been. Making sure that your child faces a bright
- future is a desire that we all have.
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- Specific Needs of Target Company
-
- Make a few statements about some very specific needs of this
- company or individual. The key to winning the business will likely
- revolve around how well you know and understand the real needs of
- your customer. If you don’t get this right, you may be proposing
- an inadequate or incomplete solution to your customer’s needs.
- Bullet points are effective.
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- EXAMPLE:
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- John Doe has identified several needs within your organization.
- Your current specific needs are to:
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- • decrease costs
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- • improve productivity
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- • consolidate vendors
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- • upgrade job skills
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- • improve coverage
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- • secure the future
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- Recommendation Summary
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- [Your Company] has reviewed the objectives of «COMPANY» and is the
- ideal resource to meet these objectives. We can provide a wide
- variety of options tailored to fit your business needs.
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- Benefits
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- This is Salesmanship 101 - find out the needs, show the customer
- the features and benefits of your product or solution.
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- EXAMPLE:
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- Based on your business objectives, we recommend [products,
- services, etc.]. The benefits of the [Your Company] solution are
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- • reduced costs
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- • state-of-the-art technology
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- • single point-of-contact
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- • reputable vendor (financial strength, years in business, etc.)
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- Financial Impact
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- Show your customer the impact of your course of action will have
- on his business. Sometimes this may not be relevant or may be hard
- to quantify. If that is the case, don’t use this as you will
- confuse the poor fellow.
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- EXAMPLE:
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- Based on your current business needs implementation of this
- solution results in this financial impact:
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- Monthly savings $XXX.xx Annual savings $X,XXX.xx
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- What Your Company Will Do For Them
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- These are the results of going with your company. Never promise
- something you can’t deliver.
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- EXAMPLE:
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- [Your Company] offers «COMPANY» a unique opportunity for high
- quality service while focusing on the bottom line. By implementing
- this proposal, [Your Company] will
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- • increase your profits by reducing costs
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- • maintain or increase the quality of your service with
- state-of- the-art technology
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- • consolidate vendors to a single-point-of-contact
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- • provide premier customer service
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- • increase the productivity of your employees
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- • increase your coverage without increasing costs or risk
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- Your Business Objectives
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- In the international widget industry, products play a critical
- role in business success. [Your Company] understands that we must
- satisfy your specific needs to wind and keep your business. With
- this in mind, our analysis included
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- • analyzing your current situation
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- • consulting with your other vendors
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- • surveying select employees
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- • discrete financial analysis
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- Based on this analysis and discussion with «COMPANY»is personnel,
- we identified the following needs:
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- • Cost for [product] continues to rise to unacceptable levels.
- In the past, «COMPANY» has attempted to decrease these costs
- by using various vendors, with marginal or no success.
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- • Your ability to conduct business has been negatively affected by
- [lack of service, product deterioration, etc.] It is important to
- «COMPANY» to have an efficient and reliable product source.
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- • «COMPANY» has been dissatisfied with your vendors’
- responsiveness after the sale. Not only must «COMPANY» contact
- multiple vendors to resolve problems, but the response is
- frequently slow. At times, it is unclear how to contact vendor’s
- customer service department.
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- In addition, because «COMPANY» continues to grow and requires
- additional [product, service], you’ll need a [product] vendor that
- can provide high quality, secure, state-of-the-art services.
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- Recommendation
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- In response to the specific needs and issues and to the business
- objectives that «COMPANY»’s staff have expressed, we recommend the
- following [Your Company] solution: [products, services, etc.]
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- Outline specific components of your recommendation, for example,
- types of products, number of locations, any accessories, etc.
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- Insert appropriate product information for your recommendation
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- Product description
- - features description
- - benefits
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- Product description
- - features description
- - benefits
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- In summary, the [Your Company] solution will align your systems
- with your business strategy.
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- Place any product financial information here such as cost
- comparisons with competitive or present products. Keep it simple,
- preferably in table or graphic form for easy understanding.
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- Product Information
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- Insert complete product information here. A good source for text
- is your own marketing materials, brochures, handouts, marketing
- department, old proposals, etc. Make sure you follow the old rule
- of listing features and benefits.
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- EXAMPLE
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- Accounting Codes
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- After each call, [Your Company] dials a 2 or 3-digit accounting
- code that you assign. The code identifies the call on the invoice
- as belonging to a particular department, client or project. Calls
- cannot be completed if the code is not entered. You can assign or
- reassign up to 999 accounting codes as needed.
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- Benefits
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- • Helps you identify abuse through accountability.
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- • Lets you bill back long distance charges by client, department
- or project.
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- • Saves accounting time and costs by detailing the invoice for
- you.
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- • Because you have up to 999 accounting codes, you have all the
- flexibility you need to assign and reassign codes as needed. The control
- is in your hands.
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- Pricing
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- This is where you will want to include your general pricing
- information. The specific bid information should be placed above
- in the section entitled “ “. This shows them what else might be
- available that they had not considered, serves as a reference
- source for future needs and may show them how much they are saving
- by being such a good customer of yours if you are granting them
- quantity discounts.
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- Implementation Plan
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- When «COMPANY» accepts this proposal, we will begin this action
- plan to implement this proposal:
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- • Return signed copies of all orders, purchase orders,
- contracts.
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- • Ship your product, activate your service, start your coverage, etc.
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- • check your [service,product] after [installation, shipment]
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- • test service, follow-up
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- «COMPANY»’s order will be personally followed through the
- appropriate phases to ensure a smooth transition to [Your
- Company]. In addition, your [product, services] will be reviewed
- after [shipment, installation] to ensure «COMPANY» receives every
- possible benefit from [Your Company].
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- Support Team
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- Premier customer service is an area in which we have a
- long-standing reputation for excellence. [Your Company] will
- provide «COMPANY» with all the support necessary to guarantee a
- proactive rather that a reactive level of service. This means that
- [Your Company] can and will meet any change in your needs.
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- Although our products make us a better {...} company, it is our
- people who set us apart. The members of the following [Your
- Company]’s Support Team will be personally responsible for
- assuring that all «COMPANY»’s objectives are met.
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- John Doe
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- Senior Account Executive. Leader of your Support Team. Responsible
- for developing customer product applications and solutions.
- Recommends most efficient and effective [Your Company] solution.
- Overall responsibility for account management. Please call ...
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- Richard Roe
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- Customer Service. Responsible for coordinating shipment,
- installation, implementation, provides on-going customer service
- contact, handles billing inquiries and adjustments. Please call
- ...
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- Joe Dokes
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- Technical Support. Responsible for designing your custom product,
- plan, etc, so that you receive the greatest possible benefit from
- your [Your Company] product, service and to provide data and
- technical support to your support team. Please call ...
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- Customer Service Hot Line
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- A «COMPANY» Customer Service Representative is available seven
- days a week, 24 hours a day to handle any problems with your
- service and product. Please call ...
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- Corporate Overview
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- A thorough history of your company
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- Include:
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- Date of Founding
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- Where corporate headquarters are located
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- Scope - how many countries, amount of revenue, etc.
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- Number of employees
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- Organization of company
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- Technical accomplishments - if applicable.
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- Product innovations, if applicable
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- Company objective
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- Capabilities
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- Short summary f basic products
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- Summary
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- The purpose of [Your Company]’s analysis has been to identify
- methods of assisting «COMPANY» in the achievement of its
- profit-oriented goals.
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- Analysis of [Your Company]’s needs reveals that by implementing
- the [Your Company] recommendation, «COMPANY» will realize a net
- profit improvement. This is achieved by substantially reducing
- current [product , service] expenditures.
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- The [Your Company] solution, (list product or service proposed]
- not only provides «COMPANY» with an attractive price, higher
- quality, and another source of supply, but will also reduce
- initial expenses due to our current promotions.
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- Through [Your Company]’s superior “hands-on” approach to the
- customer service team, implementation of services will be
- accomplished in a timely, professional manner, with frequent
- follow-up visits with appointed «COMPANY» staff. It is [Your
- Company]’s intent to earn a strong, trusting relationship with
- «COMPANY» secured through quick, smooth service transition and
- organized, open communication between both companies. The [Your
- Company] customer service team will be available 24 hours a day,
- 365 days a year.
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- In short, [Your Company]’s recommendation presents a lucrative
- business opportunity in positive financial terms, superior product
- quality, and dedicated customer support.
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- [Your Company] respectfully requests your serious consideration to
- begin a long-term, solid relationship between [Your Company] and
- «COMPANY».
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- References
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- I think it goes without saying that only put those companies or
- individuals on this list that you have previously contacted and
- have given their approval to be used as references. A neat little
- trick some people use is to call the ones listed last so make sure
- that they all are good references.
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