How To Write a Winning Proposal

 In today's economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, "Sounds good! Why don't you put that in writing for me?"

Why Do Customers Want Proposals?

Writing proposals is about as much fun as having your teeth drilled. And reading them isn't a whole lot better. So why do customers ask for them?

One motivation is that the customer wants to compare offers from various vendors to make sure they buy the highest value solution based on your differentiators and value proposition. At a simpler level, they may just want to compare prices, clarify complex information, and gather information so that the "decision team" can review it. And let's face it, sometimes they just want to slow down the sales process and they figure that asking for a proposal will keep the sales rep busy for a few weeks.

Whatever the customer's motivation, the fact is that proposal writing has become a common requirement for closing business throughout the entire business world. Today, people who sell everything from garbage collection services to complex information technology have to create client-centered, persuasive proposals.

What Goes into a Winning Proposal?

Your objective in writing a proposal is to provide your client with enough information—persuasively presented information—to prove your case and motivate the client to buy your services or applications. That sounds pretty straightforward.

So why do the vast majority of proposals start out with the vendor's company history? Does the author believe there is something so fundamentally compelling about their origins that clients will immediately be persuaded to buy?

And why do a huge number of proposals focus entirely on the vendor's products and services, but never mention how those products and services will help the client solve a business problem or close an important gap? Does the proposal writer believe that facts alone are enough to motivate a prospect to say "yes"?

Winning proposals must be client centered, not company- or product-centered. Most people buy because they're looking for solutions to pressing problems, additional resources to close gaps, or the means to cope with difficult issues. What this means is that a proposal is not a price quote, a bill of materials, or a project plan.

Each of those elements may be part of a proposal, but they are not sufficient to make a persuasive, client-centered case.

In our experience, there are four categories of content that proposals must contain to maximize your chance of winning:

1. Evidence that you understand the client's business problem or need
   People view major buying decisions with anxiety. The bigger the decision, the greater the anxiety. They know that even a well-intentioned vendor may end up wasting their time or their money or both. One way to reduce their anxiety and minimize their perception of the risk of moving forward with you is to demonstrate that you clearly understand their problems, issues, needs, opportunities, objectives, or values. Whatever is driving the client's interest, you must show that you understand it and have based your solution on it.
   
2. A recommendation for a specific approach, program, system design, or application that will solve the problem and produce positive business results
   It may surprise you to learn that most proposals contain no recommendation at all. What they contain instead are descriptions of products or services. What's the difference? A recommendation explicitly links the features of a product or service to the client's needs and shows how the client will obtain positive results. And it contains language that unmistakably shows that the vendor believes in this solution: "We recommend" or "We urge you to implement"
   
3. A compelling reason for the client to choose your recommendation over any others
   This is your value proposition. Remember that you may write a proposal that is completely compliant with the customer's requirements, that recommends the right solution, that even offers the lowest price, and still lose. Why? Because a competitor made a stronger case that their approach offered a higher return on investment, lower total cost of ownership (TCO), faster payback, or some similar measure of value that matters to the customer.
   
   NOTE: Most proposals don't contain any value proposition at all. They contain pricing, but no estimation of the rate of return the client will get from choosing you. Failing to address the client's needs and failing to present a compelling value proposition are the most serious mistakes you can make in writing a proposal.
   
4. Evidence of your ability to deliver on time and on budget
   Most proposals are pretty good in this area. You want to show the substantiating evidence that helps answer the question, "Can they really do this?" Good evidence includes case studies, references, testimonials, and resumes of key personnel. You may also include project plans, management plans, company expertise, and other forms of evidence (white papers, awards, third-party recognition). Avoid throwing in everything. Keep the evidence focused on the areas the customer cares about.

These are the essentials. Every scrap of data, every figure, every paragraph in your proposal must contribute toward providing one or more of them, because they directly address the three key factors on which every proposal is evaluated:

1. Responsiveness: Are we getting what we need?
2. Competence: Can they really do it?
3. Value: Is this the smartest way to spend our money?

Some Tips for Maximizing Your Win Ratio

If you follow the basic structure outlined above—first summarizing the client's needs, then showing their potential for gain or improvement, third recommending your solution, and finally substantiating that you can do the job—you will see an increase in your win ratio.

But there are two other principles that can push it even higher. In fact, one way to remember these is to recall that there are two "Ps" in successful proposal writing:

• Personalization
• Primacy

Personalization

Customers expect more today. Why? In part, because they have been trained to expect more, because of the business community's emphasis on excellence in customer service, focus on "total quality," and increased competitiveness of the market.

You can't give customers a boilerplate proposal in today's market. You have to include their name and their company's name throughout the proposal. You have to acknowledge that you have listened to them and remember what you learned about them from previous interactions.

Here are four conclusions that emerge from the reality of heightened customer expectations:

• Effective sales people do not deliver one message
  They do not treat customers as demographic units. They engage in conversations, they listen, and they view customers as individuals.
  
• Effective marketing and sales require a combination of content and insight
  You must have something worthwhile to say and you need to say it in a way that shows the audience that it's relevant to them.
  
• Boilerplate messages may be worse than no messages at all
  because they sound "canned" and undercut the rapport we've created with customers.
  
• Use the customer's language and refer to issues from their business and their industry
  If you use the jargon they use and if you show familiarity in the cover letter and executive summary with what's going on in their business and industry, they will assume that the entire proposal has been personalized to them.

Unfortunately, most sales people resort to "cloning" as a means of getting their proposals done quickly. They borrow a proposal that somebody else has written for a different client, use the Find/Replace function in Microsoft Word to change the client's name, and print it! That's about as personalized as a can of spinach. (Plus they run the risk of having the wrong client's name show up somewhere in that proposal. You can imagine what that does for rapport and credibility.)

The Primacy Principle

What is the "primacy principle"? It's the tendency we all have to judge future experiences based on our first one. You might call it the principle of first impressions.

For example, if we go to a new dry cleaner in our neighborhood, and they end up losing a couple of our shirts or blouses and are rude to us, we'd have to be masochists to go back. It may be that they are normally very efficient and polite, and a combination of circumstances conspired to produce a negative impression on us. But we'll never know. We'll never go back. Research indicates that the primacy principle is so strong that it takes at least seven positive experiences to overcome a first negative impression. (Or, conversely, seven negative ones to overcome an initial positive experience.)

So what does this mean for proposals? It means we must put the things up front in our proposal that the customer cares about the most. It means don't send a boilerplate cover letter. Don't write an executive summary that's all about you. And don't call your proposal something generic and pointless, like "Proposal."

The Solution

The primacy principles tells us that it's vitally important to understand the client and then structure the message correctly. Put the customer's most important business issues first. Put the goal or outcome they want the most first in your list of outcomes. And structure your substantiation in terms of the things that matter the most to the decision maker:

• Meeting a perceived need
• Delivering superior value or return on investment (ROI)
• Complying with the specification
• Proven vendor competence

Don't guess! If you don't know what the customers care about, ask them.

Ref: http://www.technologyevaluation.com

Creating a Custom Large List Selector

Creating a Large List Selector

Solution Approach

In some applications, end users may have to choose a value from a list of thousands or perhaps millions of values.  These values cannot be realistically displayed in a dropdown list or a listbox on a web page.  When the number of values exceeds 500, Iron Speed Designer automatically creates a default Large List Selector.  The number of items before a large list selector is displayed can be changed by modifying the MaxGeneratedItems pass-through attribute property.  However, the default large list selector may not be ideal in all situations because you may want to display additional columns, or provide different searching and filtering capabilities than provided by the default large list selector.  This is fairly easy to accomplish in Iron Speed Designer.  You can create a custom Show Table page and use this as a custom large list selector by making slight modifications to the layout.
This example shows how to create a “Customer Selector” page that can be displayed in a popup window, and that contains links that populate a text box in the opening page when clicked.  This example is part of the AcmeOMS sample application included with Iron Speed Designer.
To create a custom large list selector, modify the page to display a Lookup link.  This link will open the large list selector and pass the associated textbox field as a “target” to receive the selected value.  The large list selector page is a standard Show Table page modified to display a Select link.  When the user clicks on the Select link, a small Javascript function sets the selected value in the target textbox.  The following step-by-step instructions walk through each modification.
The Add Order page below was modified to display a Text Box for the Customer field followed by a Lookup hyperlink.  The Lookup hyperlink will allow the end user to search and select a customer from a popup window.

Procedure

Step 1:  Select the page in Iron Speed Designer’s Application Explorer where you would like to display the Lookup link, and select the Design  tab, e.g.:

…\ Sample Applications\AcmeOMS\Orders\AddOrdersPage.html

Step 2:  Change the CustomerID field on the page to a textbox from a dropdown list.  Double click the field to display the Page Properties dialog and change the Display Style on the Display tab to Textbox.
Step 3:  Switch to the HTML tab and add the following client script code inside the page’s layout.  This script can be added right below the line containing the link to the style sheet.  Change the URL if appropriate.

The above Javascript defines a function called OpenCustomerSelector that takes a parameter called “target”.  The function opens a browser window for a URL passing the “target” URL parameter.  The “target” URL parameter is the ClientID of the textbox that will receive the selected value.  In the AcmeOMS example, this would be the CustomerID textbox displayed on the Add Orders page that will receive the selected value.

Step 4:  Add the following HTML/DHTML inside the page’s layout immediately after the CustomerID textbox to display a Lookup hyperlink.  The following code will call the OpenCustomerSelector Javascript function defined above with a ClientID of the CustomerID textbox field.  The ClientID is the Microsoft .NET Framework ID of the CustomerID textbox.
C#:

  Lookup...

Visual Basic .NET:

  Lookup...

Note that C# pages refer to the page class as “this” and Visual Basic .NET refers to them as “Me”.  Also note that C# is case sensitive, so ClientID must be specified with ID in upper case.
If your CustomerID textbox is inside a table, then you need to use an alternate way to retrieve the Client Id since there are multiple rows on the page containing the CustomerId field.  To find the unique CustomerId for the row which was clicked, use Container.FindControl("CustomerId").ClientId as follows:
C#:

'); return false;">

  Lookup...

Visual Basic .NET:

'); return false;">

  Lookup...

Step 5:  Create a new show table page that will be displayed when the end user clicks the Lookup hyperlink.  The easiest way to create this page is to select File, New Page menu and select the Empty Page template since no header, footer or menu is required on the popup window. 
Step 6: Drag and drop a Show Table panel on the page and press the Configure button to display the Panel Wizard.  Select the Customer table and the desired set of fields to display on the page.  Select the set of fields to be searched by the Search control on the page and any filters to display.   Press Finish to configure the table panel.  Using the Design tab, change the layout to your satisfaction.

Step 7:  Switch to the HTML tab and add a Select link to the row.  When the user clicks this link, the CustomerID of this row will be inserted into the CustomerID textbox on the underlying page and the popup window is then closed.

 Select

When the end user clicks the Select link, the UpdateTarget function will be called with the CustomerID of the current row.
Step 8:  Add the following client script code inside the page’s layout.  This script can be added right below the line containing the link to the style sheet.  Change the URL if appropriate.
C#:

Visual Basic .NET:

The above Javascript defines a function called UpdateTarget that takes a parameter called “selectedValue”.  The function retrieves the “target” URL parameter from the URL and sets the .value to the selectedValue parameter passed to the function.
Once the value for the target variable is set, the current popup window is closed.
Step 9:  Bind the CustomerID field value to display the ID of the customer for each row.  Launch the Page Properties dialog from the Tools menu, navigate to the CustomerID field in the tree on the left.  Go to the Bindings tab and select the CustomerID field.  On the Display tab select the Literal Display Style.
Step 10:  By default all pages displayed will be added to the session navigation history so that pressing the Cancel button on the page will go back to the previous page.  To ensure that the popup window is not added to the session navigation history, override the UpdateSessionNavigationHistory function and do not call the underlying base function that would add this page to the history.
This should be added in the code-behind file for the CustomerLargeListSelector.aspx page.  In C# this would be CustomerLargeListSelector.aspx.cs and in Visual Basic .NET it would be CustomerLargeListSelector.aspx.vb.
C#:

protected override void UpdateSessionNavigationHistory()

{

     // do nothing

}

Visual Basic .NET:

Protected Overrides Sub UpdateSessionNavigationHistory()

     'Do nothing

End Sub

Step 11:  Build and run the application.  The Customer Large List Selector page is now ready to use.