What level of Offrs expertise do I need for basic proposal creation versus complex sales automation?
Basic proposal creation requires beginner-level skills - someone who can use templates and customize pricing tables. Complex sales automation with conditional logic, multi-stage approvals, and CRM integration needs intermediate to advanced expertise, typically requiring 3-6 months of hands-on experience.
How can I tell if a candidate actually knows Offrs well versus just listing it on their resume?
Ask them to walk through setting up a proposal template with conditional pricing or describe how they'd troubleshoot integration issues. Real experts will mention specific metrics they track, talk about A/B testing different proposal approaches, and understand the client-side experience, not just the admin interface.
Can Offrs handle complex enterprise sales processes or is it just for simple quotes?
Offrs can handle sophisticated enterprise workflows including multi-stakeholder approvals, complex pricing matrices, and integration with enterprise systems. However, it's not a full CRM replacement - it excels at the proposal-to-signature phase but you'll still need dedicated CRM and project management tools for the full sales cycle.
How well does Offrs integrate with tools we're already using like Salesforce and QuickBooks?
Offrs has native integrations with major CRMs like Salesforce and HubSpot, plus accounting systems like QuickBooks. Data flows both ways - leads from your CRM can auto-populate proposals, and signed contracts can create records in your accounting system. Setup typically takes a few hours for standard integrations.
How long does it take to set up Offrs for our sales process and see results?
Basic setup with templates and branding takes 1-2 weeks. More complex implementations with custom workflows, integrations, and team training can take 4-6 weeks. Most businesses see improved proposal turnaround times within the first month, but conversion rate improvements typically show up after 2-3 months of optimization.
What ongoing support do we need after implementing Offrs?
After initial setup, you'll need someone to monitor proposal performance metrics, update templates based on market feedback, and troubleshoot occasional integration issues. Most businesses need 5-10 hours per month of maintenance, plus additional time for optimizing templates and training new team members.