How to Create Personalized Selling Documents in Salesforce

Tuesday, September 29th at 10 AM Pacific

Give your sales team the tools they need to get a headstart in the sales cycle and make a lasting first impression. Sales teams often need customized proposals to help them bring deals over the finish line. But, more often than not, proposal teams are the ones responsible for pulling together these proposals.

Salesforce Proposal Builder changes all this. Instead of customizing ad-hoc proposals last-minute, your team can proactively prepare content that sales can re-use on a self-service basis. The result? You have more control over your time—and sales has the tools they need to win more deals. Join our webinar to learn how to:

  • Launch and track proposal requests in CRM intake
  • Create the building blocks of a proactive proposal
  • Craft a personalized proposal without leaving Salesforce CRM



Laura Freeman

Manager of Customer Success, RFPIO

As the Manager of Customer Success, Laura helps RFPIO customers get the most out of their systems. From training to support to best practices, Laura has the knowledge and experience to ensure success.


Can’t Make the Live Event? We’ll Send You the Recording.

Are you ready to learn how your team can start using the Salesforce Proposal Builder, but can’t make the live event? Register anyway and we’ll send you the recording afterward.