Automate your business – update CRM, create proposals, and schedule appointments in 5 minutes!
The automation of work processes and activities is one of the latest trends. Many companies in various industries – IT, Retail, Hospitality, even Education and Healthcare – work towards the goal of saving time and using their resources efficiently in order to reduce costs and to increase productivity and profit. Using a tool to manage resources can be an enormous benefit for a company.
Business processes are typically connected and dependent upon one another. In this article, we would like to highlight three of them: customer relationship management, scheduling appointments and activities, and creating proposals.
CRM: processes associated with this kind of activity such as communication with clients, negotiations, and more. If a project is rather complex, negotiation will take up much of your time and attention. In order to properly track your negotiation processes, you will need a suitable CRM system.
Scheduler: Correspondence often involves scheduling appointments, conference calls, meetings, and other important events. An online scheduler can help manage all of these activities more efficiently. If this tool is synchronized with CRM, you will also save time since you will not need to worry about transferring data and information from one resource to the other.
Proposal creator: The communication process generally culminates in you creating a proposal for the software project in question, based on the client’s proposed tasks and requirements. A software proposal is a very unique document with special requirements and a particular design. When generating a document like this, keep in mind that there is a certain structure that the document needs to follow. It includes a Technical section with project details, system architecture, breakdown of work scope, and delivery schedules, a Financial section with budget, terms and payment methods, and a General information section with company details, including technical expertise, contact details, references, and portfolio. If the proposal creation process is synchronized with the CRM activities and Scheduler, the system will greatly reduce the costs and effort of the overall process.
To sum it up, automating the above mentioned activities and work processes will free up a lot of time for other tasks, such as staff management, human resources management, finding new clients, and more. Automate your activities with SW Proposal right now and try it for free! http://swproposal.com/SignUp/Finish
Automate your business – update CRM and create proposals