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The mobile, social, cloud, and analytic capabilities built into modern best practice for sales enable you to generate accurate, personalized quotes and drive efficient order delivery. Leverage customer insights to create personalized quotes. Enable sales teams to be mobile and productive. Monitor quotes, approve pricing, review orders, and securely share orders—no matter where you are. Use the following best practice as your roadmap to optimize your sales organization for growth.
Securely share rule-based personalized quotes, digital product collateral, and key information with prospect.
Dashboard-driven reviews of quote status, totals. and time-to-close.
Automated or manual rule-based and workflow-routed approval of pricing, ensuring commercial viability.
Determine billing, shipping, payment, and scheduling requirements.
Generate and securely share sales order and confirmation.