SalesProposals.com
can develop interfaces to seamlessly pass customer demographic and other important customer information, which we label process
connections information, to Sales Document Builder. For example, a CRM system can be the repository
for key performance indicator information that a sales professional gathers during the sales process.
The
interface is easy to use. When the sales process reaches the point that the customer is ready to receive
a sales proposal, the sales professional can simply click the “Generate Proposal” link on a CRM screen.
The interface can automatically:
- Build
a Customer and Contact record in Sales Document Builder.
- Populate
Sales Document Builder input screens in the selected sales proposal model that have been linked to fields in a CRM system.
The sales professional
then completes additional customer information screens and/or makes optional content selections and generates the custom proposal.
See Sales Document Builder for more information.
Interface Benefits
A
CRM / Sales Document Builder interface provides several benefits:
- Eliminates
redundant entry of buyer-specific information
- Reduces
the time needed to generate custom sales proposals
- Integrates
with a consultative sales process and the generation of buyer-focused, custom sales proposals.
