Supporting sales through business processes
Furnishing the sales team with the appropriate systems and tools is vital for their effective operation. Automated processes and access to high-quality, readily available data strengthen decision-making and targeted sales activities.
A complex partner in sales digitization
With the xFLOWer workflow system, there is no need to manually compile daily results or record customer-related activities and events in reports. The system generates these automatically.
Additionally, sales-related documents such as offers, contracts, and orders can be generated either partially or entirely automatically. The system also handles their approval through pre-defined approval processes.
During the sales process, various parallel tasks need to be executed for a successful outcome. Without a system sedignated for this purpose, managing the extensive sales project and customer data becomes less efficient.
In xFLOWer, all customer-related activities (such as inquiries, quotations, contracts, complaints, etc.) are conducted following predefined business processes. This allows for predetermined options to be established for salespeople to choose from when engaging in activities like contacting, providing quotes, or finalizing contracts.
This approach keeps the sales team aligned, ensuring that the appropriate next steps are consistently taken. Additionally, it alleviates a significant burden for salespeople by automating many of the more tedious administrative tasks.
All activities become traceable
All data, documents, and events are stored in a searchable way within the system. This implies that one can readily retrieve information about which offer, contract, or other document was sent to a specific customer, along with the details of when and what events occurred in connection to the customer, even years down the line.