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3 facts about sales efficiency
Every day, sales teams battle wasted time and missed opportunities. The data tells the story.
376
H/year
Annual time spent on proposals per sales rep
24
%
Average B2B close rate
75
%
Of B2B deals take 4 months or longer to close
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Track, analyze, follow up: convert every prospect touchpoint into buying signals and reach out at the perfect moment to close deals more effectively.
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Creating an effective proposal means knowing how to identify and leverage the right signals at the right time.
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John Doe
John.doe@acme...
Acme
Qualification
Qualification
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1
Customer context
Analyze
● Structure & Size:
○ ACME consulting firm specializing in digital transformation & restructuring.
○ 35 consultants, including 8 account managers (sales/consultants).
○ Based in Paris + Lyon, covering the French market.
○ Clients: Mid-market and Large Enterprises, mainly in the industrial and service sectors.
○ Average deal size: €30-50k/project.○ Sales cycle: 2-3 months on average.
● System Environment: Microsoft 365, Salesforce CRM.
● Market Context: Strong competitive pressure on transformation projects.
○ Current closing rate: 30% (down from 35% last year).
○ Each salesperson manages 6-8 active opportunities per month.
● Critical Deadline: Improvement desired by Q1 2025 to stop the decline in the closing rate.
○ ACME consulting firm specializing in digital transformation & restructuring.
○ 35 consultants, including 8 account managers (sales/consultants).
○ Based in Paris + Lyon, covering the French market.
○ Clients: Mid-market and Large Enterprises, mainly in the industrial and service sectors.
○ Average deal size: €30-50k/project.○ Sales cycle: 2-3 months on average.
● System Environment: Microsoft 365, Salesforce CRM.
● Market Context: Strong competitive pressure on transformation projects.
○ Current closing rate: 30% (down from 35% last year).
○ Each salesperson manages 6-8 active opportunities per month.
● Critical Deadline: Improvement desired by Q1 2025 to stop the decline in the closing rate.
Reco IA
Clarify the client's revenue model
Ignorer
It needs to be clarified whether ACME Consulting sells its assignments as fixed-price 'packages,' by 'daily fees,' or via a recurring 'service contract.' This allows the value proposition to align with how the client generates revenue and their cost structure. Key question: "What is the main billing basis for your projects (fixed package, daily rate, or a hybrid model)?"
Identify 12-month strategic prioritie
Ignorer
While short-term operational goals (Closing Rate) are known, it is vital to understand the broader strategic goals (expansion, new offerings, internal digitalization) driving the decision. Linking the solution to a high-level strategic goal strengthens the proposal. Key question: "Beyond the closing rate, what are the 2-3 most important growth goals for ACME in the next 12 months?"
Name the main direct competitors
Ignorer
It is essential to name ACME Consulting's primary rivals in the digital transformation market. This allows for message customization, demonstrating an understanding of the competitive pressure and how the solution provides a unique advantage. Key question: "Who are your 2-3 main competitors for digital transformation assignments in France?"
2
Identify needs
Analyze
● Pain points in order of priority:
○ Time-consuming creation of commercial proposals.
■ Existing templates are not adapted to the current market.
■ A lot of copy-pasting between proposals.
■ Everyone has their own templates/methods (no standardization).
■ Need to recreate everything from scratch each time.■ Financial impact: ~16h/month per salesperson (30% of sales time), estimated cost of €9,600/month for the team.
○ Uneven quality among salespeople.
■ New salespeople struggle to produce effective proposals.
■ Significant gap in closing rates: 25% to 45% depending on the salesperson.
■ Difficult to share best practices between offices (Paris/Lyon).
■ No capitalization on what works.
■ Impact: 20% performance gap = potential for €100-150k/month in additional revenue.
○ Lack of post-send tracking.
■ No visibility on client readership (sections viewed, time spent).
■ Client feedback is often vague, late, or absent.
■ "Blind" follow-ups without knowing if/how the proposal was viewed.
■ Implicit need: a decision-support tool to optimize follow-ups.
● Consequences if not resolved:○ Risk of the closing rate continuing to fall (-5pts/year).
○ Demotivation of the sales team due to unequal results.
○ Inability to effectively onboard new salespeople.
○ Potential loss of 15-20% of 2025 revenue vs. targets.
○ Time-consuming creation of commercial proposals.
■ Existing templates are not adapted to the current market.
■ A lot of copy-pasting between proposals.
■ Everyone has their own templates/methods (no standardization).
■ Need to recreate everything from scratch each time.■ Financial impact: ~16h/month per salesperson (30% of sales time), estimated cost of €9,600/month for the team.
○ Uneven quality among salespeople.
■ New salespeople struggle to produce effective proposals.
■ Significant gap in closing rates: 25% to 45% depending on the salesperson.
■ Difficult to share best practices between offices (Paris/Lyon).
■ No capitalization on what works.
■ Impact: 20% performance gap = potential for €100-150k/month in additional revenue.
○ Lack of post-send tracking.
■ No visibility on client readership (sections viewed, time spent).
■ Client feedback is often vague, late, or absent.
■ "Blind" follow-ups without knowing if/how the proposal was viewed.
■ Implicit need: a decision-support tool to optimize follow-ups.
● Consequences if not resolved:○ Risk of the closing rate continuing to fall (-5pts/year).
○ Demotivation of the sales team due to unequal results.
○ Inability to effectively onboard new salespeople.
○ Potential loss of 15-20% of 2025 revenue vs. targets.
Reco IA
Manque de chiffres clés sur le CA global (CA 2024, croissance %)
Ignorer
Pas d'identification claires des concurrents
Ignorer
Contexte marché trop générique ("pression concurrentielle forte")
Ignorer
3
Projet et attentes
Analyser
Création chronophage et non standardisée : Templates inadaptés, processus artisanal avec copier/coller, méthodes personnelles par commercial nécessitant de tout recréer à chaque fois.
Qualité hétérogène : Nouveaux commerciaux en difficulté, pas de capitalisation des bonnes pratiques, écart de performance significatif entre équipes.
Absence de suivi post-envoi : Aucune visibilité sur la lecture client, retours flous, relances à l'aveugle compromettant l'efficacité commerciale.
Reco IA
Manque de chiffres clés sur le CA global (CA 2024, croissance %)
Ignorer
Pas d'identification claires des concurrents
Ignorer
Contexte marché trop générique ("pression concurrentielle forte")
Ignorer
Cover page
Title
Cuevr Support - ACME
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Description
Improve ACME's closing rate to generate €1.3 million in additional annual revenue.
1
Executive Summary
Analyze
ACME, a digital transformation consulting firm with 35 consultants, is facing a 5-point drop in its closing rate over 12 months. This represents €1.36M in unrealized revenue. This proposal details our approach to raise your sales performance from a 30% to a 35% closing rate within 12 months.
Qualification overview
84%
Import notes
Generate a rendez-vous script
Analyze all qualification
Priority Action
Simplify the numerical redundancies
The repetition of key figures (closing rate, performance gap) in separate sections diminishes impact. Consolidate the problem statement to make it more direct. Remove sentences that repeat data already clearly presented in list or graphic form.
The repetition of key figures (closing rate, performance gap) in separate sections diminishes impact. Consolidate the problem statement to make it more direct. Remove sentences that repeat data already clearly presented in list or graphic form.
Ignore
1
Customer context
2
Identified needs
3
Project and expectations
4
Decision making process
Analyze all qualification
Priority Action
Simplify the numerical redundanciesQualification du budget
The repetition of key figures (closing rate, performance gap) in separate sections diminishes impact. Consolidate the problem statement to make it more direct. Remove sentences that repeat data already clearly presented in list or graphic form.
The repetition of key figures (closing rate, performance gap) in separate sections diminishes impact. Consolidate the problem statement to make it more direct. Remove sentences that repeat data already clearly presented in list or graphic form.
Ignore
1
Executive summary
2
Context and stakes
3
Audit
4
Solution
5
Methodology
6
Proof of expertise
7
Investment
8
ROI
9
Planning
10
About
Appointment Script
Introduction
Most diplomatic approach — “Compliance & Efficiency”: "Hello, to finalize a proposal that respects your security and budgetary constraints, I need to validate 4 quick points (final decision-maker, mode of interaction, governance, strategic priorities). 15–20 minutes is enough — is that okay with you?"
Pragmatic approach — “ROI & Planning”: "Hello, in order to precisely quantify the ROI and keep to your 2025 schedule, I would like to confirm a few operational elements. 15 minutes, and I'll have everything ready for validation. Does that work for you?"
Direct approach — “Technical & Deployment”: "Hello, our team already has the necessary technical prerequisites; to refine the offer and the deployment plan, I just have 4 concrete questions. 15 minutes, and I'll send you a clear proposal."
Call Objective: Validate the final decision-maker and the validation process, confirm the expected mode of interaction (managed service vs. autonomous), determine the frequency/format of exchanges, and obtain 2-3 strategic priorities + perceived competition. Targeted duration: 20 minutes.
Opening 2 min "Hello — thank you for this slot. We already have a good foundation: KPIs and budget are documented, as well..."
......
Most diplomatic approach — “Compliance & Efficiency”: "Hello, to finalize a proposal that respects your security and budgetary constraints, I need to validate 4 quick points (final decision-maker, mode of interaction, governance, strategic priorities). 15–20 minutes is enough — is that okay with you?"
Pragmatic approach — “ROI & Planning”: "Hello, in order to precisely quantify the ROI and keep to your 2025 schedule, I would like to confirm a few operational elements. 15 minutes, and I'll have everything ready for validation. Does that work for you?"
Direct approach — “Technical & Deployment”: "Hello, our team already has the necessary technical prerequisites; to refine the offer and the deployment plan, I just have 4 concrete questions. 15 minutes, and I'll send you a clear proposal."
Call Objective: Validate the final decision-maker and the validation process, confirm the expected mode of interaction (managed service vs. autonomous), determine the frequency/format of exchanges, and obtain 2-3 strategic priorities + perceived competition. Targeted duration: 20 minutes.
Opening 2 min "Hello — thank you for this slot. We already have a good foundation: KPIs and budget are documented, as well..."
......
Close more with Cuevr intelligence
Spot every winning signal, use them effectively, and boost your close rates.
Cuevr captures best-in-class sales knowledge, reviews your proposals, and pinpoints exactly what to improve for better persuasion and higher close rates.
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Find what's missing and leverage those insights to shape your sales proposals.
Create proposals that win
Use AI scoring and an intelligent builder to create winning proposals.
Maintain full control over your deals
Track interest signals and follow up with prospects at the right moment.
20%
Speed up closing by 20% with Cuevr
Fast-track your sales cycle
With Cuevr, speed up your sales cycle: craft winning proposals and reach out at the right time through clear opportunity insights.
With Cuevr, proposal creation becomes more accurate, quicker, and more impactful: gain efficiency at each step from qualification to close.
Fast-track opportunity qualification by spotting and using key signals.
Build tailored proposals quicker and more effectively by sharpening your key points and focus areas.
Move toward closing with instant feedback that reveals objections and indicates the best time to follow up.
Cut ghosting with Cuevr
Drive prospect engagement and get instant feedback. Cuevr streamlines prospect feedback and lets you precisely track every interaction to better guide them to closing.
Reach out at the ideal time with the right arguments.
Prospect feedback
Streamlines feedback gathering through quick reactions and comments.
Precise tracking
Spots key prospect interests and uncovers hidden objections.
Follow-up timing
Pinpoints the perfect moments to reach out and fast-track deals.
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