SoCast Reach Sales Enablement: Generating A Proposal

SoCast Reach Sales Enablement: Generating A Proposal

This process is usually done by the sales person.

  1. Once your campaign is ready, scroll up to the top of the campaign, and on the right hand side under "Campaign Actions", you will see a "Generate Proposal" button.
  2. Click this button to have a proposal generated (this takes 10-30 seconds).
  3. The campaign will automatically click over to the "Proposal" tab, where you can find a link to a Google Slides Presentation of your proposal.

 

 

  1. Click on the blue text below the proposal preview to open the proposal in Google Slides. 
  2. ​Feel free to make any customizations (ex: deleting pages that are uneccesary, adding client logos, adding key information that you learned about the client's goals during your CNA)




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