Most of the Sales Process tasks. From opening the Lead up to generating the invoice, there are several ways to improve your team’s time automating manual tasks that take significant amount of time from each one in this process line.
The Best Data Table can help you during this process, we can suggest which leads should be contacted based on their relevance for your company; the system can Generate the Quotes that are going to be inserted, based on Quote Templates that your expert members have generated to address Lead’s issue; and generate the invoices once your client has accepted.
Lead suggestion
Best Data Table can rank based on the factors that you chose the best Lead that your team should be contacting. Moreover, these interactions can be registered, and kept during the whole sales process. This brings agility to your team to recover the important items. So who contacts that lead is confident what has been discussed earlier.
Quote Template
For most clients, we have a standard set of products to offer to clients who have similar context or purpose. These products can be selected the the most expert members of your sales team, and be defined as standards: in case the client needs a brand new products, we offer this quote; for clients who wants to subscribe to your services, there is this other quote template; otherwise if client wants support, then you offer the Support Standard Quote.
So your team will have a proper quote to offer , however, clients are tricky, clients are unique, so they may want to customise, add or remove items from that quote. Best Data Table enables your sales team member to adapt the quote. They can even add a discount to that price. Even more, the system can create an approval depending on the price of the quote or on the discount percentage and amount!
Invoice Generation
You would like that your customers receive a standard invoice according to the same brand, logo and position. What about if this invoice generation step is just one click away? With all the items that you listed in the Quote?
That is what Best Data Table offers!
The invoice generation process can be even more customised for you. The system can filter which Quotes are already ready for generate the invoice — based on the status of the quote, and the approval process!
Approval Process
Some quotes may need to be approved due to the customer industry, the amount of the quote, or the discount that is being applied. Best Data Table offers an alert system which can be sending emails or notification to the user. Once the Quote has been approved, then it can progress to the next step — which can be generating the invoice.