Sales / CRM

Better Proposals + Keap: Get more sales in less time

Adam Hempenstall

May 28, 2020 · 7 min read

Toolkit for download in this article

Better Proposals Keap sales CRM

What’s better than using one tool to help you get more sales? Using two that complement each other so well that your bank account will start looking like a phone number.

In this blog, we'll examine the integration between two great sales tools: Better Proposals and Keap.

Let’s find out how you can leverage the power of both to get more sales for your business.

What is Better Proposals?

Writing business proposals is a key part of winning new business. The problem is, it takes time and you never really know the outcome. You could end up writing a proposal for five hours and it doesn’t convert.

This is why Better Proposals was created. This super-functional software lets you write stunning proposals in as little as 15 minutes, using templates. At the same time, it allows customers to sign and pay directly from the proposal. Moreover, you can use it to track what the prospect does within the proposal (since the proposals are web-based) and you can even use live chat to communicate with them.

How does Better Proposals help you get more sales?

Anyone can create a business proposal in Word and send it out. However, you won’t know a thing about that proposal once you hit "send." Better Proposals has detailed analytics that show when someone opened your proposal, how much time they spent reading it, when they signed and paid the proposal and much more. You don’t have to guess what your customers think about your proposals—the data will tell you everything.

Moreover, you can rely on proposal templates. You’ll never spend hours writing proposals again—just grab a template that's almost finished, change some data and you’re ready to go. Also, Better Proposals has lots of great integrations besides Keap. For example, you can use live chat software with your proposals so you can communicate with clients in real time as they read your proposals.

Overall, Better Proposals automates 99% of the work related to writing, sending and managing proposals so you can focus on selling instead of writing and filling out data.

What is Keap?

Formerly known as Infusionsoft, Keap is a sales powerhouse that combines a CRM and a stack of sales and marketing tools that helps businesses of all sizes. No matter what you sell, Keap can help you sell more and spend less time doing tasks that can be automated.

The heart of Keap is a world-class CRM that makes it easier to store, manage and operate with all of your customers’ data.



How does Keap help you get more sales?

Keap is one of the most capable CRMs in today’s market. You can store and manage all of your contacts in a reliable CRM database so you never have to rely on spreadsheets again. Moreover, you can integrate your favorite email marketing solution so you can send automated emails directly from your CRM. You can set up auto-reminders and follow-ups so that your leads never fall through the cracks again.

The sales pipeline in Keap shows you all of your sales activities in a single dashboard. Imagine having all of your ongoing sales at your fingertips so you can organize and prioritize your work. Get a bird’s eye view of your processes so you can see where your sales team gets stuck and where it performs at its best.

Finally, the marketing automation component of Keap lets you build complex funnels so you don’t have to do any tedious work like sending emails and following up with missed opportunities.

Overall, Keap is a one-stop-shop for all of your CRM, marketing automation, messaging and sales pipeline needs.

How can you use Better Proposals and Keap together?

Both tools are made for sales, but combining them can bring you more sales than you’ve ever imagined.

First, contact importing. Instead of manually entering your clients’ data in your business proposals, you can import all of the data from Keap with one click. That way, you can create proposals even faster in Better Proposals. Choose a template, import the contact data and you’re about 90% done with the business proposal with just a few clicks.

What does this mean for you? Well, writing proposals is already made super fast by using templates. Usually, you would grab the details for a customer and then manually enter them in a template to get it ready for sending. With the contact importing feature, you can just choose the customer you want to send to and import the data from Keap. That way, you spend even less time writing. Just polish up the fine details and the proposal is ready to send.

Second, opportunity-proposal linking. This feature will let you (because it’s still being prepared) synchronize your opportunities in Keap with the proposals sent in Better Proposals. That way, information such as tracking, previews and read receipts will show up on both platforms. This feature is still being worked on, so it’s best to keep your eyes peeled for its release.

As a Keap and Better Proposals user, this means that all data related to your proposal will show up in Keap. When a proposal is sent, it will show up in opportunities in Keap. Likewise, it will get moved in the pipeline when the proposal is signed. With this integration, your sales team will have a clear overview of the pipeline and you’ll have a clearer picture of how proposals fit into your overall sales process.

How to get started

If you want to test these tools in combination, both come with a 14-day free trial. You can grab the most affordable Better Proposals plan for $19 per month and the most basic Keap plan for $79 per month. Undoubtedly, this is a small investment to make considering the sales results that you will be able to achieve.



About the author

Adam Hempenstall is the CEO and Founder of Better Proposals, simple proposal software for creating beautiful, high-impact proposals in minutes. Having helped his customers at Better Proposals win $120,000,000+ in one year only, he’s launched the first Proposal Writing University where he shares business proposal best practices.

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