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Qualification

The CorsPro blog is here to provide ideas, valuable insights and creative solutions for the presales process.

You Need This – Next Level Discovery-Driven Proposal Automation

Sitting down with a customer for a discovery meeting is an important step in the sales process. With SalesDoc Architect’s discovery-driven proposal automation you can drive more sales while spending less time in your sales tools and document creation chaos. Discovery-driven automation takes all the information related to customer requirements, needs, areas of pains, etc., then compresses it and all at once automates several steps the proposal and scope of work generation process.

SalesDoc Architect Automates Qualification and Discovery

CorsPro can automate your qualification and discovery processes in SalesDoc Architect. Using the Qualification and Detailed Discovery modules, SDA provides the necessary automation to deliver detailed proposals and scopes of work tailored to individual needs while avoiding any ambiguity that could lead to scope creep.

Why a Good Sales Qualification Process is So Important

Most organizations will say they have a qualification process. But whether or not it’s documented, being specifically and actively used is another story. Without asking the right questions, it’s very difficult to know if your solution is treating the symptom or the problem the prospect is trying to eliminate. Here are 3 main issues with most qualification processes