Sales & CRM

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Finally, an automated sales proposal process that works

• Write once, use always. Your meeting notes can be shared with all your team with tasks for each keeping all deal stakeholders informed.

• Prepare your technical and financial proposals in one document. Pick which version to print, PDF, or send by email. You can create one template with all product technical details without prices, and another for the same proposal with a product summary and detailed pricing and payment terms.

Define your brand and proposal segments. Combine and arrange as needed.

• Convert your meeting notes into actionable information. Body language, objections, buying signals, and possible traps, all can be translated by the system into numeric data that you can measure to identify your blind spots in open deals and prospects.

• Accurate sales forecasts will help you avoid cash flow issues in the medium and long term. With the stakeholder's influence map indicators, you will get intelligent accurate forecasts that will eliminate surprises. Losing a big deal that you were sure to win, can cause a lot of damage.

One proposal is created and then you can generate the technical and commercial proposals as two separate versions with and without financial figures. 

• Organize and manage your sales activities by incorporating them automatically into your work calendar. The system will group your colour-coded sales activities into your calendar based on types, whether your phone calls, meetings, emails or others, each with a visible colour of its own.

• Unlock your stuck deals and identify the best next move based on the system stakeholders' analysis & intelligence. Find out who the next sales meeting should be with.