Offer Management
Create your own quick and automated offer management system
Calls for offers can be channeled into the module through a closed track; these are then automatically distributed and the system also supports the automated completion and sending of offers based on templates. Verification and approval roles can be built into the procedure if the organization requires. Our business module takes away the administrative burden related to offers, so your salespersons can focus on finding out the clients’ needs and serving them.
Main features of the module
Five reasons for the implementation
- Generating up-to-date statistics of offers makes business activity measurable
- The offers’ “life-spans” can be tracked and the success rate of contracts realized from offers can be defined
- The performance of certain areas or colleagues becomes measurable and a fine-tuned incentive system can be created
- Automated contract generation is possible based on offers, this way further decreasing administrational workload
- Improved business activity
Main functions
- Quick and simple scanning and digitalization of offers
- Offers are easily retrievable based on identifiers
- Managing logical connections of offers
- Linking internal attachments to the offers
- Monitoring offer deadlines and e-mail alerts to colleagues in charge
- Lifecycle-based storage support
- Text highlights due to OCR, free text search service
- Supporting several offer templates with individual features
- Offer generation from Word templates
- Supporting permission procedures of individual offers
- Sending by automated e-mail
- Procedure support and processing of calls for offers that come in to a central e-mail address
- Automatic notification about reception