{"id":179473,"date":"2018-10-30T13:36:43","date_gmt":"2018-10-30T18:36:43","guid":{"rendered":"https:\/\/www.ntegrait.com\/what-is-microsoft-proposal-manager\/"},"modified":"2018-10-30T13:36:43","modified_gmt":"2018-10-30T18:36:43","slug":"what-is-microsoft-proposal-manager","status":"publish","type":"post","link":"https:\/\/ntegrait.com\/what-is-microsoft-proposal-manager\/","title":{"rendered":"What Is Microsoft Proposal Manager?"},"content":{"rendered":"

In the past, the proposal management process has been plagued by different data sources, manual methods, and a lack of collaboration across groups, despite the rise of industrial lending. Microsoft has built a solution for the Microsoft 365 platform known as Proposal Manager<\/a>. Proposal Manager has advanced features, functions, and custom apps, which permits the streamlining of the corporate lending loan origination process.<\/p>\n

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What Makes Microsoft Proposal Manager Different?<\/strong><\/p>\n

Lenders who are struggling with their loan processes wind up with missed lending opportunities, dissatisfied customers, and employees burdened by highly manual and frequentative methods. Without digitization, banking executives estimate that their staff still spends more of their time on repetitive and manual tasks.<\/p>\n

A recent Capgemini study<\/a> confirms that back-office commercial bank employees do spend about 80 percent of their time on manual and repetitive tasks. That same study also cites that by automating data-intensive and repetitive tasks, automation will provide more than 25 percent in expenditure savings. With automating, your employees would have their time freed up to tackle other revenue-generating projects.<\/p>\n

Microsoft\u2019s Proposal Manager is the solution that helps kick-start the transformation lenders, like you, need to complete more lending cycles, without compromising on risk assessments, and to remain disciplined in a competitive market. Built on Microsoft 365, Proposal Manager is fully customizable, so lending teams can easily create professional winning proposals, streamline and accelerate the process, and improve productivity and teamwork.<\/p>\n

How Does Microsoft Proposal Manager Work?<\/strong><\/p>\n

Let\u2019s assume you are a loan officer for a corporate or commercial bank. And you are using the Proposal Manager to assemble and collaborate with your deal team, and you want to create a proposal for a prospective client.<\/p>\n

With the proposal manager, you can guarantee the deal team captures client needs, even if they are on the go. That keeps the proposal moving forward from anywhere by incorporating:<\/p>\n