SalesDoc Architect (SDA) helps your team close better qualified sales that are more customized to address each customer’s specific needs, and with better margins and less scope creep.
Learn about the challenges that erode margins and keep your team from selling more.
Click the sales steps on the bridge below.
We understand the challenges faced in the sales journey and created SDA to streamline the sales process so you can sell more in less time.
How Does SDA Streamline Your Sales Process?
Every organization has their own sales process in place. But not every sales organization operates efficiently and effectively. Laying SalesDoc Architect (SDA) on top of your current sales quoting software will allow your team to quote faster, deliver accurate proposals and statements of work and configure complex solutions quickly.
SalesDoc Architect allows sales teams to sell more in less time. Not just more sales, but sales that are better qualified, more customized to address each customer’s specific needs, and with better margins and less scope creep. SDA streamlines the sales process and enhances collaboration for the entire sales team during the sales journey. Early in the sales process, sales can begin a discovery-driven process of configuring client-specific products and services that leads to the creation of highly-customized proposals and statements of work. Using workflows and SharePoint, sales engineers can collaborate on and customize the ideal client solution. Sales management can view quote and opportunity data in the SDA Dashboard to monitor a sale’s progression and provide historical reporting or sales forecasting. SalesDoc Architect removes the silos that normally break down the sales process, and provides the automation and collaboration tools to optimize the sales process and increase sales velocity.
CorsPro Professional Services
In addition to our helpdesk, we offer consulting, application development, online training and self-help information as well as in-app help resources to ensure you get the most out of our solution so we can achieve our shared goal of truly transforming your business.
CorsPro Quick Start Implementation Process
We employ a 4-stage QuickStart process to get customers up and running quickly in the first phase of implementing SalesDoc Architect. On average, customers spend an hour a week over the course of 6 weeks with the CorsPro Client Services team to get set up. Our QuickStart process strengthens the sales to operations process by providing more, accurate information about the customer while automating sales documents such as proposals, SOWs, and contracts.
- Implement CorsPro in less than 6 weeks, requiring less than an hour a week of your time
- Customize implementation based on individual organization needs
- Automate proposals, SOWs, and contracts
- All the benefits of SDA in just six weeks
CorsPro Architect Manager Services Program
We offer clients an administrative support program that helps to maintain their SalesDoc Architect solution. In some cases, our clients lack the time to stay current with SDA maintenance and make the modifications to keep up with their rapidly changing industry. We have created the CorsPro Architect Manager Service (CAMs) program to support these key administrative functions for you. CAMs provides peace of mind and resiliency to your organization by handling the core administration and maintenance of your SalesDoc Architect configuration. By ensuring your team is utilizing the most recent version of SDA, your team has access to:
- the latest performance enhancements
- bug fixes
- manufacturer content updates
CAMs complements CorsPro’s other offerings including:
- support helpdesk
- educational webinars
- website support pages
- implementation and customization support
The CorsPro Client Services team is dedicated to bringing you the support and service you need to Sell More in Less Time.
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Customer Content and Applications
As part of SalesDoc Architect’s implementation and on-going maintenance, we work closely with our clients to create customized content and applications uniquely designed for each client’s needs. While many clients use the basic set-up of manufacturer content for proposals and scopes of work, others require a more sophisticated implementation. Many CorsPro clients customize SDA to include:
- Qualification and discovery questions that auto-flow into memos, proposals and scopes of work
- On-going support plans calculated based on what is sold and/or what is already on site
- Commission calculations
- Peripheral products and services along with labor hour calculations
- Managed services or leasing options
- Workflow rules (e.g., approvals)
- Auto-naming and auto-saving files to specific file locations (e.g., SharePoint)
Sales Process Consulting
With over 15 years of helping clients sell more in less time, we’ve become experts in automating the sales process from the very first stages of Qualification and Discovery to the final stages of Implementation and Delivery. Our industry focus allows us to offer a range of insights, suggestions, and creative approaches to sales process automation that can make a huge impact on your bottom line. Our sales process consulting will help you uncover better ways to:
- Operate efficiently and effectively
- Collaborate between sales and operations
- Generate complex proposals and scopes of work quickly and consistently
- Accurately scope, deliver, and support your customers after the sale
- Minimize scope creep and increase margins