November 8th, 2012 by Hazel Lychak
The new SalesDoc Architect version 8 is a major software release that was released on November 13th and delivers unprecedented functionality for generating multi-site proposals and other sales documents. Users are able to auto-generate multiple quote files from manufacturer/vendor imports, summarize data across multiple sites and create customized tables and schedule templates to generate stand-out multi-site solution proposals and other sales documents. The increased automation significantly cuts the time it takes to generate multi-site proposals, and the increased automation ensures more accuracy. The wow factor is twofold: for SalesDoc Architect users, generating multi-site proposals has never been faster, easier, and more accurate. Second, users can provide prospective clients with a comprehensive proposal, presented in a professional format that summarizes equipment and services for the entire solution by site.
In addition to new multi-site features and automation, Version 8 provides compatibility with the 64-bit version of Microsoft Office, new functionality that streamlines the new user setup and content update processes, and includes new output options and automation.
Find out more! Read the news release and go to our SalesDoc Architect update summary and What’s New in Version 8 web pages for a summary of the changes and enhancements. And check our video archives page (a one-time registration on the website is required) on November 19 to view the recordings from our SalesDoc Architect Version 8 webinars.
September 13th, 2012 by Hazel Lychak
We found some sound advice for solution providers in Todd Nielsen’s recently published article on ITChannelinsight.com entitled “What Small Solution Providers Can Learn from CIOs”. Nielsen touches on the importance of looking at business technology like a Chief Information Officer (CIO) – i.e. from a holistic business standpoint. Using a ‘CIO mindset’, as Nielsen puts it, will force you to look at new technology for your business as it relates to your company’s existing technologies as well as whether it will help to drive down costs, boost profits, and increase efficiencies throughout the organization. Nielsen challenges solution providers to examine “every action, process, and technology to find how to better drive efficiency, lower costs, increase profitability, and improve customer service.”
September 4th, 2012 by Hazel Lychak
If you’re investigating whether or not to complement Tigerpaw with SalesDoc Architect to improve your document generation capabilities – particularly proposals and scopes of work – you want to make sure that the benefits far outweigh the costs of investing in the SalesDoc Architect solution. Are there compelling benefits that will impact the bottom line, you ask? Is it worth my company’s time and attention? The answer is YES.
Take a look at the significant benefits gained by several CorsPro clients who chose to pair SalesDoc Architect with their Tigerpaw CRM system for a TOTAL Solution to generate better proposals, scopes of work and other sales AND create sales-to-service delivery workflow efficiencies, ultimately translating into higher sales and lower costs.
Benefit #1: You Can Save Time and Provide a Faster Customer Response
Integration between CRM and quote/proposal generation through SalesDoc Architect means that users can start a quote in Tigerpaw and then merge the customer information directly into SalesDoc Architect without re-keying any data. This functionality equates to BIG time savings for our mutual clients:
Site Services, Inc. (SSI): “Being able to start a quote in Tigerpaw and then merge the customer information directly into SalesDoc Architect is amazing — it saves us so much time…. Our process is more efficient, so we’re able to create more proposals, and get them to customers more quickly as well.”
VoIPMyBiz.com: “SalesDoc Architect encourages our sales reps to enter their leads into Tigerpaw because once they do that first step, they can simply pull the information into SalesDoc Architect to begin a quote Read the rest of this entry »
August 28th, 2012 by Hazel Lychak
CorsPro is proud to announce that we are a Silver Sponsor of the Tigerpaw National Conference, September 26-28, 2012 in Chicago. Stop by our booth at the conference to see how SalesDoc Architect, our proposal automation software, integrates seamlessly with Tigerpaw. Want a preview? Check out our previously recorded video Proposals that Wow and Win: The Tigerpaw—SalesDoc Architect Total Solution to see how this integration can improve your entire sales workflow, including a direct query to the Tigerpaw price book for a fully automated ‘quote to delivery’ process with no re-keying of data.
Let us know if you’ll be attending the Conference by pre-registering and you’ll be entered TWICE into our drawing for a Visa gift card when you come by the booth.
August 24th, 2012 by Hazel Lychak
On August 30, CorsPro hosted a webinar on how to incorporate your sales qualification and discovery process into SalesDoc Architect. During the webinar, we showed how you can use SDA to collect qualification and discovery information that drives solutions, enables you to reflect that information back to the prospect for discussion and approval, and allows you to create compelling proposals and scopes of work that fit the prospect like a glove. We also demonstrated how some of SDA’s newest features – including dynamic tables and bulleted lists – can be used in your qualification and discovery process. You can VIEW A RECORDING of this webinar by going to our video archives.
August 23rd, 2012 by Hazel Lychak
A recent article in Harvard Business Review ‘The End of Solution Sales’, touts a new way to approach B2B solution selling. The new approach, called insight selling, proposes to be more effective with today’s informed buyers who have access to large amounts of information on products and services at their disposal to analyze themselves. The article cites that a recent study by the Corporate Executive Board found that, on average, 60% of a purchase decision has already been made before engaging a supplier. The article takes a critical look at the selling process, from what kind of companies to target, to when and how to engage with prospective clients, and how to handle the information flow to facilitate the sale under this new type of insight selling approach. Also discussed is the type of salesperson that will be most successful using insight selling. An interesting read for B2B sellers, and a hot topic, for sure, measured by the hundreds of comments on the article.
June 21st, 2012 by Hazel Lychak
Summer is a time that may afford business professionals a little more room to get to some of the projects, training or educational reading that we haven’t been able to squeeze in during the rest of the year. For some good ideas on what sales-focused materials to read, check out CBS SalesMachine’s recently published article entitled Summer reading for sales pros, which lists publications to help keep your personal motivation high and your sales techniques fresh.
June 6th, 2012 by Hazel Lychak
For the second straight year, CorsPro will be exhibiting at the Mitel Business Partner Conference on June 19-20 in San Diego. We’re booth #504, and we hope you’ll stop by so that we can show you what’s new with SalesDoc Architect and how easily you can configure, quote and propose Mitel-based solutions that include all required elements, such as services, associated peripheral products and support plans for your turnkey solutions.
Did you know? Mitel has approved the use of MDF funds at a 50% rate to help resellers pay for SalesDoc Architect, making it even easier and more affordable for you to generate Mitel-based solution proposals and win more Mitel business!
As a prelude to the conference, Read the rest of this entry »
June 1st, 2012 by Hazel Lychak
These days, there’s an app for everything! And there are plenty of productivity apps that can help you streamline and organize your work and your life. Check out CRN’s The Daily App to read their reviews of some of the hottest apps out there. One of this week’s reviews features ‘Totes m’ Notes for iPad’, with functionality that allows users to customize paper and font styles, store and organize meeting or presentation notes on a bookshelf, send with a one-click share button, and receive notes as well. Not an iOS user? There are reviews for android and other smart devices as well. Check them out to get more productive with your gadgets.
May 17th, 2012 by Hazel Lychak
If you’re thinking about implementing a sales enablement system or productivity tool to increase efficiency in your sales process as your solution portfolio evolves, the first step is to make sure you’ve got a solid process foundation to build on and enhance with technology. In his article ‘Five Conditions Your Sales Process Must Satisfy’, Dave Brock, a leading sales blogger, outlines several conditions that are integral to creating and maintaining an effective sales process.
Before you think about adding new technologies, survey your current sales process in terms of how it is working (including outlining the pitfalls that impede your sales efforts) and then determine how you want to sell (the end goals- specifics for exceeding customer expectations, delivering quality solutions, maintaining healthy margins, empowering sales and sales engineering, etc). Once you have the process fine-tuned, you can consider which sales tools can help you achieve your goals.