Is Your Manual Quoting Process Holding Your Team Back?
Most mid-sized – and a surprising number of enterprise- professional services organizations still quote projects using manual spreadsheets and standalone documents. This outdated approach leads to painfully slow sales cycles and costly mistakes. Using spreadsheets to build quotes takes 27% longer on average, and when proposals drag on, prospects lose patience – slow quotes lose deals. In fact, a lengthy scoping process can negatively impact win rates by as much as 19%. Sales teams often wait days or weeks for busy services teams to turn around a Statement of Work, only to find errors or inconsistencies – no surprise, since 88% of spreadsheets contain errors. These mistakes mean mis-scoped projects that trigger scope creep, unplanned “free” work, and profit erosion. The bottom line: manual, siloed quoting isn’t just inefficient – it’s directly undermining revenue and margins.
But there’s a better way: automate and integrate your quoting process in real time with your CRM and PSA systems. It can turn days of back-and-forth into minutes, with 100% consistency across scope, pricing, and SOW documents. The result? No more manual re-entry or miscommunication – just lightning-fast quotes that are always correct and seamlessly synced from Salesforce to your PSA, so what sales sells is exactly what delivery delivers.
In this webinar, you’ll learn how to:
- Deliver 100% accurate, consistent quotes and SOWs by standardizing service packages and pricing – say goodbye to versioning errors and “miscategorized” line items.
- Accelerate your quoting velocity by 91% through automation, shrinking quote turnaround from days to minutes and shortening your sales cycles dramatically.
- Streamline approvals and eliminate bottlenecks with an all-in-one platform – scope services, manage approvals, and generate proposals in one place to reduce approval cycles and back-and-forth delays.
- Seamlessly connect quoting to CRM & PSA systems like Salesforce, ensuring no data silos or double entry – every quote flows directly into project plans and resource schedules, aligning sales and delivery from the start
Who Should Attend?
This session is designed specifically forCFOs, COOs, and key leaders across Finance, Sales Professional Services, Delivery, and Operations at mid-sized and enterprise-size professional services organizations (50–1000 employees), especially those using Salesforce as their CRM.
If your firm is struggling with manual quoting in spreadsheets, slow SOW turnaround, frequent quote errors, or a disconnect between sales promises and service delivery, this webinar provides solutions tailored to these challenges.
Why Attend?
- Quoting with Excel takes 27% longer, delaying deals. Learn how to respond to prospects faster and beat competitors to the punch.
- Nearly 88% of spreadsheets have errors. See how to ensure 100% quote accuracy on every proposal and avoid costly mistakes.
- Sales cycles are 30% faster with CPQ tools. Discover how automating proposals accelerates deal closure (speed wins!).
- Mis-scoped projects lead to “free” work and profit leaks. Find out how connecting quoting through delivery plugs revenue leakage and protects your margins.
Join us on June 26, 2025 at 12 PM CT to see how the newest addition to the BigTime PS platform—Services CPQ—can transform your quoting process. Don’t miss your opportunity to turn quoting from a tedious task into a strategic advantage for your services business!
