THIS IS HOW YOU STREAMLINE YOUR OFFERS
How do we make sure that our sales personnel are always up-to-date on current prices and discount structures when they prepare their offers? And can we standardise the process from lead to offer so that it becomes less time-consuming?
These are some of the questions we often hear from our clients when we talk about making the offer process more efficient. At exacto, we want to make it easier for you to prepare offers so that you create an effective overview of your pipeline and ensure solid profitability on the bottom line.
Automation of the process
There are many variables that can influence an offer, such as, for example, changed prices of materials and freight or fluctuations in exchange rates. The right technical set-up is required to run an efficient offer process so that the risk of errors is minimised.
We automate the process and develop solutions in which all offer data are adjusted and updated from a central location. Thus, sales personnel are only presented current price rates and applicable discount structures. And you avoid unnecessary errors, as manual handling of offer data is eliminated. Because extra time no longer has to be spent on price checks and review of other offer data, you save time that can be used on other important tasks.
One comprehensive overview
With our solution, you can easily create an overview of your pipeline. We gather all relevant offer data in one location and, moreover, also integrate the solution into your CRM system. Thus, you get the opportunity to effectively take stock of outgoing offers and the performance of the sales personnel at the same time – and therefore ensure efficient pipeline management.
User access and rights are handled via a user-friendly administration module, so the sales personnel can retrieve the offer data precisely relevant to them – neither more nor less.
Do you want to know more?
We have extensive experience with development of offer models that help our clients to standardise and automate the offer process. Contact us for a non-binding meeting, and hear more about the possibilities.
