Steven Coles, CPP.APMP Fellow
Customer Success Leader | Bid & Proposal Expert| SaaS Strategist | Director, Strategy & Customer Success @ Upland Qvidian
Reading, United Kingdom
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Sharing insights from over 30 years across the global proposal profession and enterprise customer success discipline, focussed on helping organisations build high-performing teams, deliver lasting customer value, and win more business.
Steven talks and writes about:
Bid and proposal management best practice
Customer success strategy in SaaS organisations
Building and retaining high-performing teams
The future of AI in bid and proposal management
Career development in the bid and proposal profession
Steven Coles CPP.APMP Fellow is the Director, Strategy & Customer Success at Upland Qvidian specialising in strategic growth, business winning, customer success, and organisational transformation.
He is a prominent bid and proposal expert and award winning senior customer success leader. He has won multi-million dollar business-to-business deals in the software, telecommunications, services, defence, and consulting sectors.
Steven is an acclaimed builder and leader of high performing teams, retaining and motivating top talent to exceed outcomes for businesses, teams, and individuals.
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Accelerating the Deal: Streamlining Your Path from Prospect to Close
Going beyond a reactive "RFP factory" is how teams transform into high-growth engines. In this session, discover how to use Qvidian to shape the deal. We’ll show you how to leverage your content library and automation tools to deliver personalised, proactive sales documents and presentations that anticipate and guide customer needs and desires long before their RFP hits the streets. Learning Objectives:
1) Leveraging a single source of truth to provide instant, high-quality proposals that build buyer trust.
2) Using AI-driven automation to transform seller outreach into winning, closing-stage documents in minutes.
3) Ensuring your best and final documents are as polished and persuasive as your initial pitch.
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