Our latest case study highlights Site Services, Inc. (SSI), a Mitel reseller and solution provider that decided to embrace change and implement SalesDoc Architect in the midst of an extensive Tigerpaw CRM implementation. They elected to do both implementations simultaneously in order to get immediate productivity benefits to their sales process and increase their top and bottom lines. They were able to implement SalesDoc Architect in just three days, with minimal disruption to business, realizing immediate, measurable results! With little time to spend on implementation, SSI took an ’implement first, customize later’ approach with SalesDoc Architect that paid off by helping them achieve a 56% in proposal throughput over a two month time frame, integration with their CRM system, as well as giving them significant savings by reducing costly errors and omissions in the quoting process. Read their story.
When is the Best Time to Implement Automated Proposal Generation?
February 25th, 2012 by Hazel LychakThe decision to implement a sales productivity tool can really pay off by delivering significant benefits to your business, such as a major reduction in quoting errors, increased efficiency and increased revenues and profits. These benefits certainly sound appealing, but what about all of the other priorities and must-have technologies that you’re considering to move your business forward? Should sales productivity be put on the back burner, or should it be put at the forefront of your 2012 initiatives, alongside some of the major enterprise-wide projects? The answer is…you’ve got to do the math! If the proposed benefits from the tool are high (and quantifiable), implementation and training time are low and you can expect ample support from the vendor, then you can implement quickly and capitalize on immediate benefits, even when more extensive projects or technologies are already in the works.
Consider these items as part of your equation: Read the rest of this entry »
Using Workflow for Manager Approval of Proposals
February 16th, 2012 by Amy ThomasAre there certain proposals you want to make sure get manager approval before they’re sent to clients? We have several clients who have implemented a workflow feature in SalesDoc Architect that prevents proposals from going out the door with too low of a margin or too high of a discount. Whatever the criteria may be, there is a very easy way to implement this feature within SalesDoc Architect. This is a brief overview of how easy it is to add management approval to your SalesDoc Architect setup:
1) Go to your “raw” MiscProd tab in your CorsPro/Tabs folder and go to any cell in the “hidden section” at the bottom. Once in that cell go up to the Name Box and name that cell range “OutputStatus”.
2) Next, insert an IF/THEN formula into that cell that is similar to the following (highlighted areas should be based on the criteria you would like to use).
VoIPMyBiz.com Raises Their Game With SalesDoc Architect
February 9th, 2012 by Hazel LychakVoIPMyBiz.com, a division of Axess Communications and an Avaya reseller, was looking for a way to gain efficiencies in their sales process and support sales growth into new product lines and new customer markets. They also wanted to address some familiar issues that many solution providers face: spending too much time proposing small system sales, and needing a tool that could integrate and enhance their existing sales tools and technologies, including CRM and vendor and distributor configuration/pricing tools.
CorsPro’s latest case study describes how by implementing SalesDoc Architect, VoIPMyBiz.com was able to meet these sales challenges and sell more solutions, achieving a 40% growth in revenues in 2011. With their sales game most definitely raised, Brian Thomas, Chief Operating Officer at VoIPMyBiz.com believes that his company is well positioned and ready for new opportunities in 2012. Is your business ready?
Enhanced Proposal Automation for Avaya Enterprise Solutions Added
February 1st, 2012 by Hazel LychakWe are pleased to announce that enhanced proposal automation functionality has been added to SalesDoc Architect for Avaya’s enterprise product solutions.
What does that mean for our clients who sell Avaya systems? Generating Avaya-based solutions is faster and easier than ever before. Here’s how it works: SalesDoc Architect takes your Avaya configuration (which you can import from the Avaya ASD, EC and EZQuote tools and from the Avaya configuration tools from Catalyst and Jenne) and then auto-configures your labor, peripheral products and other elements – including document content – to generate fully customized, professional sales proposals, scopes of work and other sales documents…all within minutes.
CorsPro offers Avaya content through a monthly subscription service for SalesDoc Architect and includes up-to-date proposal content for these Avaya solutions:
- IP Office
- Aura
- Business Communication Manager
- Legacy Nortel product line
Existing SalesDoc Architect clients who subscribe to Avaya proposal content updates received the enhanced functionality and updated content at no additional charge when they downloaded and installed the December 2011 release of SalesDoc Architect. Happy Selling!