How Sales Engineers Eliminate Proposal Bottlenecks with Iris

Sales engineers are critical to complex deal cycles. They bridge technical and commercial conversations, uncover buyer needs, and help craft compelling solutions. But too often, their time is consumed by repetitive, manual proposal work that slows everything down.

Instead of focusing on technical strategy, sales engineers get pulled into formatting chaos, outdated content libraries, and last-minute reviews.

Iris changes that.

By automating the parts of the RFP process that don’t require human expertise, Iris helps sales engineers eliminate proposal bottlenecks and stay focused on what actually drives deals forward.

Why Sales Engineers Lose Time on RFPs

The RFP process often feels more like project management than pre-sales support. And that’s where sales engineers get stuck.

Instead of leaning into discovery calls or supporting live deals, SEs are:

• Copy-pasting from past RFPs
• Rewriting boilerplate to meet tone and compliance standards
• Digging through old files to find legal-approved content
• Juggling feedback loops across email, Slack, and shared docs

It’s not just frustrating—it’s inefficient. And it slows down every opportunity in the pipeline.

Iris Gives Sales Engineers Their Time Back

Iris transforms reactive proposal workflows into repeatable, strategic processes.

With AI-powered drafting and collaborative review tools, sales engineers can move faster without sacrificing accuracy or consistency. That means:

• Proposals are drafted using pre-approved content, tailored to your company’s tone
• Custom personas adjust style and structure depending on the audience
• Smart routing eliminates the need to chase down reviewers
• Audit trails ensure full transparency for compliance and final sign-off

No more hunting for the “right version” or reformatting docs the night before submission. Just accurate, ready-to-send responses that save time and reduce stress.

Built for Sales Engineers Who Need to Move Fast

Iris integrates directly into the tools sales engineers already use—Slack, Salesforce, Chrome, and more—so teams can stay in their flow.

Instead of bouncing between platforms or working from stale Q&A libraries, SEs get:

• A living knowledge base that evolves with each project
• Tag-based routing that surfaces the right content and experts automatically
• Seamless collaboration across legal, IT, and product teams
• Fully formatted exports for delivery in native portals or branded templates

The result is a cleaner, faster proposal process that frees up technical resources to support the deals that matter.

Key Features for Sales Engineers

• Workflow Integrations – Work directly from Slack, Chrome, Salesforce, and Iris
• Custom Personas – Tailor tone, structure, and voice to different use cases
• Audit Trails & Versioning – Track changes and approvals with full transparency
• AI-Powered Drafting – Answers generated from your approved internal knowledge
• Flexible Outputs – Export content in client-ready formats with minimal effort
• Post-Sale Hand-off Tools – Turn responses into implementation plans or onboarding docs

The Results Speak for Themselves

Teams using Iris report:

• 40–60% faster proposal turnaround
• Less SME fatigue and legal bottlenecks
• Stronger consistency across technical documentation
• More time spent on strategic deal support and customer interaction

The Takeaway

Sales engineers should be spending their time doing what they do best—helping teams win complex, technical deals. Iris helps make that possible.

By eliminating manual steps, streamlining collaboration, and ensuring content is always accurate and on-brand, Iris gives sales engineers a better way to work.

Ready to reduce the proposal burden on your SEs?

Book a demo to see how Iris helps sales engineers respond faster, collaborate better, and support more deals—without the burnout.

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