The mobile, social, cloud, and analytic capabilities built into modern best practice for sales enable you to leverage data-driven insight to create optimal quotes. Identify and qualify opportunities with the best potential. Collaborate easily and securely with your entire organization to create, configure, price, share, and approve quotes. Enable sales teams to be mobile and productive. Use the following best practice as your roadmap for optimizing your sales organization for growth.
Perform a dashboard-driven review and prioritization of open opportunities to identify potential deals. Begin discovery with the prospect to position products/services.
Continue discovery and align deal timing with the prospects’ buying cycle. Document all sales interaction and activity.
Configure a personalized quote with optimal products and services that meets the prospects' needs.
Apply pricing and discounting strategies per accurate price lists, promotions, pricing policy, etc.
Manage rule-based quote approval, including criteria, validation, escalation, notification and approval.
Securely share the quote with the prospect through a formal, tailored sales proposal. Update the sales stage and ensure that the pipeline reflects the most current quote.