Sales Techniques

Shortlist Tender Presentations – 8 Top Tips

When you get short-listed to the final few in a tender you may get invited to present to a panel. Preparation is key to being successful in tender presentations:

Shortlist Tender Presentations - 8 Top Tips

1. Shortlist Tender Presentations – Don’t Panic!

It’s great news, you are down to the last few and close to winning a contract. But the prospect of making tender shortlist presentations can be daunting for non-salespeople! Often, due to lack of experience, those who will be presenting feel it’s not something they can tackle with confidence. Well, don’t worry!

The important thing to remember is that in most cases, the panel who will be marking your presentation want to hear from the people who will be delivering the products or service. They are not normally bothered about receiving a super-slick sales pitch from the sales department. They want to see who they will be dealing with on a daily basis in order to assess their abilities, knowledge and experience. This helps the panel gain confidence that you will deliver a good service.

We’ve worked with many businesses where the directors and managers either lack experience and/or confidence in sales presentations. We’ve followed the steps below and focused on showing how the team will meet the panel’s needs. The results have been that they’ve beaten the bigger firms (with their highly polished presentations) and won the tender or contract! So, when faced with tender shortlist presentations, remember the panel will be looking to see how and what you can deliver, not how good a salesperson you are.

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How to Write Sales Proposals

A frequent question that I get asked is ‘how to write sales proposals’ and ‘how to write tenders’.

How to Write Sales Proposals

The terms ‘tenders’ and ‘proposals’ can often be confused. For example, being invited to submit a tender might simply mean that a costed proposal is required. This gives choice on the layout. Whereas a formal tender often involves answering lots of set questions. This post deals with simple sales proposals and informal tenders.

How to Write Sales Proposals – Use This Template

There is no definite answer to ‘how to write sales proposals’ and no absolute ‘sales proposal template’. But a good start can be made by writing using these headings in this order:

Summary or Executive Summary

Start with a brief outline of the key aspects of your proposal and benefits to the customer. This shows them early on ‘what is in it for me’.

Background

Outline the customer’s objectives or problems to be addressed. Doing this demonstrates your understanding of their needs.

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10 Most Common Tendering Mistakes and How to Avoid Them

When trying to write good tender / PQQ / RFP responses, a good starting point is to understand what are the most common tendering mistakes – you can then make sure you avoid them!

10 Most Common Tendering Mistakes and How to Avoid Them

In no particular order:

1. Incorrect Cost Schedules

You normally have to complete a pricing template; this makes it easier for the buyers to compare the various submissions. If you get it wrong, your prices may not accepted or marked properly

2. Incorrect Formatting, Presentation & Non-conformance

A bit like the last one, if you don’t follow their format, you can get marked down.

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