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 »
February 29th, 2012 by Hazel Lychak
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.
December 20th, 2011 by Hazel Lychak
We’ve recently added functionality to SalesDoc Architect that enables you to import parts and pricing from Anixter, Catalyst, Ingram Micro, Jenne, ScanSource and Tech Data distributor pricing tools so that you can more easily and efficiently generate proposals and other sales documents for all of your complex solutions. This newest import functionality complements CorsPro’s existing import functions for several telephony manufacturers, including Avaya, Mitel, NEC, ShoreTel and Toshiba.
Once a distributor and/or manufacturer quote is imported, SalesDoc Architect can then auto-configure labor, peripheral products and other elements to round out the complete customer solution, after which various sales documents can be generated.
These new import functions can help to streamline your entire sales process, and can also help you to significantly reduce costly errors by eliminating the need to re-key data at any point in the process.
Existing SalesDoc Architect clients received the import functionality when they downloaded and installed the December 2011 monthly software update for SalesDoc Architect. Please contact us to add any of these import functions to your Import menu.
September 21st, 2010 by Brian Cors
As mentioned in an earlier post, we’ve added a third integration between SalesDoc Architect and Tigerpaw. In addition to being able to push contact information from Tigerpaw to SDA and quote information from SDA to Tigerpaw (described in another earlier post), you can now import parts/pricing from a Tigerpaw quote into SalesDoc Architect. All three integrations are available at no additional charge to our clients.
Most of the parts that users will need to quote should be resident in the SDA database or can be imported from a vendor configuration tool such as Mitel’s Sales Workbench or ShoreTel’s QMS configuration tool. In some cases, however, those parts might not exist in either source. The new integration enables SalesDoc Architect clients to use Tigerpaw’s database, which maintains the list of all parts ever sold or quoted by the Tigerpaw software, as another source for parts and pricing information. Read the rest of this entry »
September 13th, 2010 by Brian Cors
We’re excited about the upcoming Tigerpaw User Conference that’s taking place October 6-8 in Dallas. We’ll be exhibiting at the show, and I hope that readers who attend will take a few minutes to drop by the booth to say hello.
For those who don’t know, Tigerpaw makes CRM/ERP software that helps technology resellers to increase sales, provide better service, produce bids, order and track materials, manage projects, and bill faster. Our software, SalesDoc Architect, enables companies to auto-configure complex solutions and generate descriptive proposals, scopes of work and other sales documents. Both solutions complement each other well.
Last week, we distributed a news release talking about our relationship. We share numerous mutual clients, and both companies specialize in working with resellers of complex technology solutions.
Our products are also integrated with each other. For the past year or so, users have been able to push contact information from Tigerpaw into SalesDoc Architect and, once the customer has signed off on a proposal, push quote information back into Tigerpaw. In this month’s SDA release, users will be able to export part/pricing information from quotes they’ve done in Tigerpaw and import that information into SDA. Read the rest of this entry »
June 19th, 2009 by Brian Cors
Several months ago, we added the ability to import contact (and other) data into SalesDoc Architect from any CRM or contact management application that can generate a mail-merged Word document. This capability eliminates the need to re-key data, saving time and reducing re-keying errors.
Together with Tigerpaw Software, we are pleased to announce the joint development of functionality that enables you to push configuration data (part numbers, quantities, pricing, etc.) from SalesDoc Architect into Tigerpaw’s CRM+ business management software application. Now you can use the combination of CorsPro’s SalesDoc Architect and Tigerpaw’s CRM+ solutions to…
- Manage customer relationships with CRM+
- Configure turnkey solutions with SalesDoc Architect Generate customized proposals, statements of work and other documents with SalesDoc Architect.
- Generate sales orders, initiate billing, manage inventory, schedule service orders (and more!) with CRM+
…all without having to re-key any data back and forth between the two applications.
Read the rest of this entry »
May 11th, 2009 by Brian Cors
We are pleased to announce the availability of software that enables you to pull data from almost any CRM or contact management solution and push it into SalesDoc Architect™. This not only includes contact information, but can also include other data that can be used by SalesDoc Architect to drive solution configurations, pricing and proposal content (see also our article on this topic).
As long as your CRM or contact management solution can merge data into a Microsoft Word document, the new Word2SalesDoc Architect integration can grab that data and push it into SalesDoc Architect. Moreover, you can push that data into any named range of any configuration tab within SalesDoc Architect, and SalesDoc Architect will automatically bring the required target tabs into your SalesDoc Architect file.
The most obvious benefit of the Word2SalesDoc Architect integration is that it eliminates the need to re-type contact information into SalesDoc Architect, saving you time and reducing typing errors.
The more revolutionary benefit is that you can use this data to drive your configurations, proposal content and statement of work content based on rules that you set up within SalesDoc Architect. As mentioned in “The Benefits of Driving Proposals from Your CRM Solution” on the Productivity Edge, you can drive configurations, pricing and proposal/SOW content based on data such as vertical market (e.g., hospitality, financial services, etc.) that is stored in your CRM or contact management solution.
Read the rest of this entry »
