Sales Proposal: Acme Corp

Executive Summary

Acme Corp’s sales team is losing critical productivity. With sales reps spending 10 hours per week on manual reporting, that’s over 25% of their time on administrative tasks instead of selling. This drain compounds across your entire sales organization, costing hundreds of thousands in lost productivity and missed revenue opportunities.

This proposal outlines how our Sales Analytics Platform will eliminate manual reporting, provide real-time visibility into your sales pipeline, and free up 10 hours per week per rep to focus on what matters: closing deals.

Investment: $36,000/year | ROI: 15:1 | Payback: Less than 1 month

Situation: The Challenge Acme Corp Faces

Current State

Manual Reporting Burden: Sales reps spend 10 hours per week building reports, updating spreadsheets, and compiling data. That’s 520 hours per rep annually dedicated to administrative work instead of revenue-generating activities.

Business Impact

Assuming a modest sales organization of 10 reps:

• Productivity Loss: 10 hrs/week x 10 reps x 52 weeks = 5,200 hours annually
• Cost of Lost Time: 5,200 hrs x $75/hr (loaded cost) = $390,000 wasted annually
• Opportunity Cost: With 25% more selling time, reps could close 2-3 additional deals per quarter
• Strategic Risk: Manual processes create data lag, forecasting errors, and missed pipeline insights

Why This Matters Now

Your VP of Sales recognizes that as Acme grows, manual reporting becomes unsustainable. Every new rep multiplies the inefficiency. Automating reporting isn’t just a nice-to-have—it’s essential for scaling your sales organization effectively.

Proposed Solution

Our Sales Analytics Platform automates the entire reporting workflow, giving your reps and leadership real-time visibility without manual effort.

How It Works

1. Automated Data Collection: Platform syncs with your CRM and automatically aggregates sales data
2. Pre-Built Dashboards: Industry-standard reports available out of the box (no customization needed)
3. Real-Time Updates: Leadership sees current pipeline status without requesting reports
4. Self-Service Analytics: Reps access their own metrics without manual compilation

Implementation

• Timeline: 4 weeks from contract signing to full deployment
• Your Team’s Effort: Minimal—primarily CRM integration credentials and stakeholder kickoff
• Training: 2-hour onboarding session for reps and managers
• Ongoing Support: Email and chat support included in subscription

Return on Investment

Investment: $36,000/year

Quantifiable Returns (Year 1)

Time Savings:

• 10 hrs/week x 10 reps x 52 weeks = 5,200 hours reclaimed
• 5,200 hrs x $75/hr (loaded cost) = $390,000 in productivity value

Revenue Impact:

• 10 hours/week = 25% more selling time
• Conservative assumption: 2 additional deals per rep per quarter
• 10 reps x 2 deals x 4 quarters x $25K average deal = $200,000 additional revenue

Total Year 1 Value: $590,000

ROI Calculation

• Investment: $36,000
• Return: $590,000
• ROI: ($590,000 - $36,000) / $36,000 = 15.4:1
• Payback Period: Less than 1 month

Intangible Benefits

Beyond quantifiable returns:

• Data Accuracy: Eliminate human error in manual reporting
• Pipeline Confidence: Real-time visibility improves forecasting and strategic planning
• Rep Satisfaction: Reps spend time selling instead of on administrative busywork
• Scalability: Add new reps without multiplying reporting burden
• Leadership Agility: Make faster decisions with current data

Investment & Pricing

Annual Subscription: $36,000/year

What’s Included:

• Platform access for up to 25 sales users
• Automated reporting and dashboards
• CRM integration (Salesforce, HubSpot, Pipedrive, or similar)
• Pre-built analytics templates for SaaS sales
• Onboarding and training (2-hour session)
• Email and chat support
• Quarterly business review with Customer Success Manager

Implementation: Included at no additional charge (typically $8,000 value)

Payment Terms: Annual payment or monthly billing at $3,200/month

What’s Not Included

• Custom integrations beyond standard CRM connectors: Quoted separately
• Advanced customization or white-label branding: Available in Enterprise plan
• Additional users beyond 25: $100/user/month

Pricing Rationale

At $36,000/year, the platform pays for itself in the first month through time savings alone. You’re essentially recovering 15x your investment in Year 1—making this one of the highest-ROI purchases your sales organization can make.

Terms & Next Steps

Agreement Terms

• Contract Term: 12-month subscription, auto-renews annually
• Payment: Annual payment due upon contract signing or monthly billing option
• Implementation: Begins within 5 business days of contract execution
• Support: Included for duration of subscription
• Cancellation: 30-day notice required prior to renewal date

Next Steps

1. Today: Review and sign proposal
2. Within 5 Days: Kickoff call with implementation team
3. Week 1-2: CRM integration and data sync
4. Week 3: Team onboarding and training
5. Week 4: Full deployment and go-live

Signature

By signing below, Acme Corp agrees to the terms outlined in this proposal.

Signature: ___________________________ Date: _________

Name: ________________________________

Title: VP of Sales

Company: Acme Corp

Questions?

Contact us at [Your Contact Information]

Prepared by: [Your Name, Your Company]
Valid Through: [Date 30 days from today]