Key takeaways:
- Sales teams can track how stakeholders engage with proposal content
- Proposals become collaborative workspaces rather than static documents
- Engagement insights help reps understand how buyers interact with proposals
- Centralised content reduces the need for long proposal documents and email threads
- Sales and customer teams gain better visibility into complex buying groups
BiP Solutions sells into large public sector organisations. Buying groups are big, decisions move slowly, and the person who received the proposal is rarely the person who makes the call.
Their Head of Sales described what that looked like before trumpet:
"Trumpet saves my sales team time by centralising sales and support collateral, and lets us see who's interacting with the content. Before trumpet, we were flying blind."
Proposals built for internal sharing
When a prospect forwards a proposal to a colleague, that colleague needs to get up to speed on their own. A PDF doesn't help them. A Pod does.
Their Business Development Manager described the effect:
"It really helps potential customers champion our services to the rest of their business."
Every stakeholder who opens the Pod gets the full picture, not a forwarded email with half the context missing.
Seeing who's actually engaged
Most of BiP Solutions' deals involve people the sales team never speaks to directly. Insights and Signals changed how the team understands those invisible stakeholders.
Their Key Account Manager put it plainly:
"The ability to share proposals with all stakeholders and track activity makes it easier to deal with the challenges of not always being able to speak to decision makers. It also supports more accurate forecasting."
Knowing who has viewed, what they focused on, and when they returned doesn't just help with follow-up. It makes pipeline forecasting more reliable.
Walking into calls prepared
One of their Business Development Managers described the practical difference Insights and Signals make before every conversation:
"I can see which parts they access most, gauging their interest, and prepare for discussions based on what they might want to talk about. If the client has entered the trumpet Pod multiple times or if they have reviewed the terms and conditions, I can go into the next call informed about what they might want to talk about."
No guessing. No cold calls into accounts that have gone quiet.
Templates for every client persona
Getting proposals out quickly matters. Templates mean the team can move fast without losing personalisation.
Their Head of Sales noted:
"The intuitive interface makes it so easy to create and edit Templates tailored to our different client personas, saving us loads of time in preparing and sending proposal content quickly."
A shared space for clients too
It isn't just the sales team that benefits. Their Senior Customer Success Manager described how it changes the experience for customers:
"Helps have all options underneath one roof and within a collaborative space with clients. Don't flood customer with war and peace communication, understand insights and stage of process."
The result
BiP Solutions now sends proposals that can hold their own once they leave the inbox. Insights and Signals tell the team where interest is building before a single follow-up call happens. Internal champions have everything they need to make the case. And the whole team goes into every conversation with context, not guesswork.
![How to Get Started with Buyer Enablement [With Examples]](https://cdn.prod.website-files.com/65cf4fecbed2754c2236665d/65cf4fecbed2754c22366bdb_65a5af83e742f76e34ce06f3_Customer%2520Onboarding%2520_%2520Everything%2520you%2520need%2520(2).png)
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