Proposing IT managed services solutions can be a complex undertaking.  Customers want to know every detail – in a format that breaks it down for them to easily understand exactly what they’re getting.  Without automation, it can be a struggle each and every time you have to customize a managed services proposal for a prospective client.  Not to mention the coordination of the back end processes to make the sale and implementation go smoothly and avoid cost overruns.

We’ve listened to our clients, many of whom are already selling IT managed services.  We’ve loaded new content and functionality into SalesDoc Architect to automate the complexities of managed services proposals, from providing mixed payment types to incorporating multiple levels of service by location or within each location.  You can also incorporate data from network assessments into proposals, scopes of work and any type of documents that you use in your sales and service delivery processes.

All of this new functionality, combined with SalesDoc Architect’s existing integration with CRM software (including advanced integration for those of you who use Tigerpaw) – and the ability to import parts and pricing from configuration tools from vendors like TechData, Jenne, Ingram Micro and Catalyst – come together into one integrated process to save your business a substantial amount of time, reduce errors and produce better proposals, scopes of work and other sales documents.

I invite you to read our news release on managed services and our latest case study to find out how SalesDoc Architect can improve your ability to quote and propose IT Managed Services solutions.