Unify Sales and Services with Proposal Automation
Manage services proposals with Upland PSA.
Robust Proposal Automation functionality helps sales and services teams collaborate to deliver sales proposals and Statements of Work more efficiently and with greater accuracy.
Project information is populated directly into sales documents, content contribution and approvals from the services team can be automated via workflows, and pre-approved content around SLAs, in- and out of scope details, etc. is available without having to search disconnected file repositories.
Watch the video and see how our customers manage services proposals with Upland PSA.
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Change is tough, but Caroline LeBrun is tougher. She has combined her marketing and sales experience to build a career in sales enablement. This March, she harvested the fruits of her labor in the form of a Blue Cape Award. Check out the video below to hear about Caroline’s acquisition, growth, and success story in her own words.