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Manage quotes and proposals in an easy-to-use,
flexible, and integrated web-based Customer Relationship Management
(CRM) application. Philadelphia’s preferred CRM solution
provider, Dynamic Digital Advertising (DDA), provides companies
of all sizes and industry types with custom programming for CRM
systems that promote seamless coordination between sales departments,
customer service representatives, and field support teams. Our
custom programming for CRM tools empower you and your employees
to make informed business decisions, increase sales success, and
offer unprecedented customer service.
Learn how your company can make the
shift from a lead generation business model to one that includes
a dynamic lead development process by calling DDA today.
Importance of
Web-based Quotation and Proposal Management
Companies that manufacture products or that offer services implement
a selling process of some kind that is all too often ill-defined,
poorly-automated, and filled with disjointed steps that lack an
integrated flow of information. Such processes result in lengthened
quoting and ordering lead times, unacceptable error rates, dissatisfied
customers, and higher costs. In other words a process that is
neither efficient nor successful.
The results of a poorly developed and implemented
sales process affect both external and internal members of an
organization. Product- or service-knowledgeable personnel that
use spreadsheets and out-dated catalogs or sell sheets waste substantial
time validating whether the required steps have been taken. Customers
experience lengthy quote cycles that may drive them to competitors.
For these and other reasons it is critical that your company establish
and execute an effective sales quotation/proposal process. DDA
helps make it happen.
How DDA Addresses
Your Business Needs
A fresh approach facilitated with advanced CRM capabilities can
help you manage the often large amount of product, pricing, and
customer information in the time-compressed environment of mass
customization. First, it is important to evaluate your existing
sales process and determine what works and what doesn’t,
where communication breaks down, and when problems begin to arise.
Based on this evaluation, we work with you to develop a process
that reflects a logical and smooth flow of related steps and that
includes policies, procedures, and defined roles and responsibilities
for personnel.
Once an effective sales process has been established
it is important to ensure its success. Supervise and synchronize
sales proposals electronically with CRM sales force automation
custom programmed by Dynamic Digital Advertising. With the same
CRM system, you can stay in touch with customers, prospects, and
your sales team. We can program login-based
applications to restrict users from accessing private quotation
and proposal information. Secure data files ensure that information
is exchanged safely and efficiently.
Features of DDA’s Custom CRM
Programming for Quotation and Proposal Management:
• Easy proposal entry and modification
• Complete customer relationship management
• Real-time inventory comparison to proposals
• Multi-tiered, web-based proposal routing, review, and
approval
• Seamless transition from proposal to contract
• Printed proposals formatted for presentation to prospects
• Proposal documents emailable direct from the CRM in a
variety of formats – i.e. PDFs and word documents
Increase productivity and tune into
business opportunities by leveraging customer contact information
and sales process management with the electronic creation and
management of sales proposals. Contact DDA for custom CRM programming
system solutions.
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