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.
October 19th, 2012 by Amy Thomas
Now that it has been several weeks since we attended the Tigerpaw Conference, we are taking a step back which every sponsor should after attending a conference, to see, did we get the value out of it as we expected and were we able to generate positive leads from our time there? In this case I feel the answer to that question is a resounding yes.
As anyone knows who has sponsored a conference, there is a lot of time, effort and, of course, expense that goes into the event. This is our third year attending and we felt that it was another great year for us with this one being the best. It was exciting to hear our customers that were there say to us, “we have yet to see your booth not full of people.” We left after the few days there with several real prospects that we have been following up with and having great success.
So, to what do we attribute our success? We believe there are two main reasons which both revolve around consistency. Read the rest of this entry »
October 9th, 2012 by Amy Thomas
Amy Thomas, Director of Business Development at CorsPro, provides her thoughts on the Tigerpaw National Conference.
I recently came back from a great time at the Tigerpaw Conference in Chicago. It was my first year there and was fortunate enough to be able to go and meet many new prospects and to connect with many of our valuable customers. So many great things came out of the conference that I thought I would write a few blog articles to highlight some of the key take-aways for me, both in terms of how we can improve our overall business practices at CorsPro and also how we can help our customers improve as well.
One of the speeches that I attended was given by Brian Metherell, VP and general manager of Toshiba America Information Systems Inc., Telecommunication Systems Division. Brian gave some great information on their new cloud-based solution, VIPedge™, which is designed for companies that need many robust communication features but do not want to own or maintain their own onsite telephone system.
In talking about their cloud based solution, Brian offered some great advice to resellers on how to better position themselves in the marketplace. Read the rest of this entry »
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.
August 1st, 2012 by Brian Cors
In June, our company exhibited at the Mitel Business Partner Conference. Prior to the conference, I went in search of an application that would enable me to loop a demo video of our software solution (SalesDoc Architect) on an iPad. I wanted to eliminate having to bring an external monitor to the show, and didn’t want to dedicate a computer for the entire time to the task of running the demo video. I also wanted to capitalize on the iPad’s “cool” factor.
After a little research, I found a free iPad app from CWG called vloop that fit the bill. Once installed, the only thing that required a little effort was getting the video file (MP4 in my case) onto the iPad. There are two ways (that I know of) to get a video onto an iPad…
- Sync via iTunes. Open up iTunes on your PC with your iPad connected, making sure that you have the “Sync Movies” box checked on the Movies tab for the iPad. To import a video, click File, then Add File to Library, then perform the sync to push the video to the iPad. You can now access the video on your iPad via the “iPad sync” folder.
- Import into your Camera Roll via Dropbox. Assuming you have a Dropbox account, copy the movie from your PC to Dropbox. On your iPad, open up Dropbox, select the video and tap “Save Video”. You can now access the video on your iPad via the Camera Roll within the Camera app.
Read the rest of this entry »
August 1st, 2012 by Amy Thomas
On July 10, 2012, Toshiba America Information Systems, Inc. announced the release of VIPedge, a cloud-based business telephone solution that gives users the same features, functionality, quality, service and reliability of other Toshiba’s telephone systems, but all in the cloud! With the release of this new solution from Toshiba, we at CorsPro went to work to make sure that our Toshiba dealer clients are able to easily quote these solutions with SalesDoc Architect.
Dealers can use SalesDoc Architect now to propose VIPedge solutions in order to deliver a robust and content-rich proposal that highlights all the benefits of VIPedge! You can also use SDA to create proposals for the traditional (non-Cloud) solutions and the new Cloud-based solutions so that prospects can compare the two options.
Read the rest of this entry »