5

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.

1

CLIENT ONBOARDING & SALES PURCHASE ORDERS

Save time and money in manual processing by automating your sales orders.

2

CUSTOMER SELF-SERVICE

Empower your customers by providing them with self-service tools to place orders and track them, for more visibility and control.

3

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.

4

SALES CONTRACT RENEWALS

Eliminate extra costs by ensuring that each contract is seen to in a timely  manner through automated alerts and approvals.

5

CAMPAIGN MANAGEMENT

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.

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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.*