EVERY SALES & MARKETING TEAM SHOULD TRANSFORM
SALES + MARKETING = ONE SHARED GOAL TO INCREASE REVENUE FLOW
As a sales or marketing leader, you’re likely facing pressure to gain greater time to revenue and improve customer self-service. With manual, paper-based processes bogging down critical activities, your challenge is to automate and streamline those processes to increase efficiency and agility.
TOP SALES AND MARKETING PROCESSES
CLIENT ONBOARDING & SALES PURCHASE ORDERS
Save time and money in manual processing by automating your sales orders.
Empower your customers by providing them with self-service tools to place orders and track them, for more visibility and control.
PROPOSAL AND COLLATERAL DEVELOPMENT
Manage your document versions, facilitate review cycles and approval processes, and make sure each document is routed to the right person, at the right time.
SALES CONTRACT RENEWALS
Eliminate extra costs by ensuring that each contract is seen to in a timely manner through automated alerts and approvals.
Draw customer information from multiple backend systems into solutions and reports for analysis and performance tracking. Use reporting tools to
track messaging, media, ad buys and more.
WHY DOES THIS MATTER?
SALES AND MARKETING LEADERS ARE OFTEN TASKED WITH HAVING TO:
Improve customer onboarding
Eliminate paper-based forms to increase efficiency and revenue recognition.
Collaborate between departments
Streamline customer and vendor contracts for reviews and agreements.
Convert leads into sales
Transform technology into business innovation
Improve sales profile processes
Automate this, along with the sales order checklist process, to reduce errors.
Find cohesive marketing solutions
Support multiple teams with collateral, social, events, lead generation and customer research tracking.
Those who are proactive in leveraging data-driven marketing are three times more likely to achieve competitive advantage in customer engagement/loyalty and almost three times more likely to have increased revenues, according to a survey of 300 U.S. marketing executives conducted by Forbes Insights and Turn.*