END TO END CUSTOMER
ACQUISITION PROCESS

From leads to opportunities, quote to order, contract execution to order fulfillment, and integrating work flow to downstream ERP systems.

SMART QUOTE
ACHIEVEMENTS

Advanced opportunity set-up workbench with built in components such as billing cadence, active & retiree employee count, service packages, and on-demand configurable a la carte offerings.

SALES ENABLEMENT

Automate quote to cash process; 55% increase in cross-sell and up-sell

Empower sales team

Empowers users by providing AI & predictive science optimized suggestions likely to convert into an order.

Optimize Quotes

Uncover which products and services are generating majority of the revenue.

Send proforma / modify quotes

Sales reps can send proforma or a quote instantly, and save configuration into install base module to utilize on other opportunities.

Generate Smart Quote

Formulated a proposal, proforma, quote automatically./p>

Automatic workflow

Automatic contracts, approvals, signature, store contracts on accounts or opportunities & analyze trends.

Sales Analytics

Improve opportunity closure, increase revenue, decrease expenses, order approval, sales pipeline, churn rate etc.

200+ satisfied customers

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