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Building a Custom Proposal System with Chris Spann – Episode 3 of The Pursuit Desk

Matthew Martin
Marketing Manager

This week’s episode of The Pursuit Desk features Chris Spann, Senior Marketing Manager, brand expert, and content contributor at Perks.

Perks│Channel is a leading incentive and loyalty marketing company that provides services and software to help our clients engage with their indirect channel and ensure channel partner and customer effectiveness. With a listing on the salesforce appexchange and a global user base exceeding 5 million users, Perks│Channel takes the guesswork out of channel incentives and loyalty programs.

Connect with Chris and Perks.

Time stamps and topics covered:

1:00 Chris’ career background

3:13 Getting into marketing at Perks

4:45 How PerksWW divides up the marketing department, and the tools Chris uses to enable digital marketing

6:30 How PerksWW and Chris has evolved sales enablement

8:38 Marketing and creating content related to the buyer’s journey

10:00 How PerksWW handles demand generation

10:35 What is the typical workflow for the creation of a proposal

12:05 Lessons learned from PerksWW proposal process

13:30 Adding a personal touch to proposals

15:38 Creating a questions library to build better RFPs

19:40 Enabling the sales team to become better sellers with ikaun

21:30 Building and using proposal templates

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Key Features

Ikaun was built to help organizations easily create, discover, and use knowledge to enhance employee productivity and increase business outcomes.

Experience Finder

Experience Finder

Leverage your organization's collective experience for better decision making; easily search for internal experts by skill sets, industry expertise, and more.

AI-Enhanced Search

AI-Enhanced Search

Ikaun’s Intelligent-Knowledge-Assistant searches through your ikaun environment and other connected systems to help answer FAQs, find people, find assets, or support complex research scenarios.

Profiles

Profiles

Create easy-to-read profiles that include biography, skills / expertise, employment history, certifications, affiliations and other key information about your employees.

Stacks

Proposal Generator

Leverage experience already unified in your ikaun platform to create beautiful on-brand proposals and pitches in minutes.

Knowledge Campaigns

Knowledge Campaigns

Deploy knowledge campaigns to inform employees about active pursuits, new clients, or firm news.

Integrations

Integrations

Connect your document management systems, CRM, and other popular applications with ease and confidence.