With the xFLOWer workflow system, there is no need to prepare daily performance reports or document customer activities and events in reports—the system does this automatically.

What’s more, sales documents—quotes, contracts and order forms—can also be generated partially or fully automatically. The system then routes them through predefined approval workflows.

Closing a sale successfully requires precise coordination of multiple processes running in parallel. Managing large sales projects and customer data is inefficient without a purpose-built system.

In xFLOWer, every customer-related activity (e.g. outreach, quotes, contracts, complaints, etc.) follows predefined business processes. You can specify in advance which options are available to sales representatives when contacting customers, preparing quotes or handling contracts.

This keeps the sales team aligned and ensures that the right next step is always taken, while also automating much of the work salespeople find most frustrating: administration.

All data, documents and events are stored in the system and are searchable. Even years later, you can find out which quotes, contracts or other documents were sent to each customer, as well as what customer-related events took place and when.

Even years later, you can see exactly who did what and when, what discussions took place with customers and their outcomes, how profitable individual projects were, and more.