Automation in the proposal process

Individual system for proposal's

Creating proposals with the implementation of a automation proposal system tailored to the individual needs of your business. SellStorm + is a program for creating commercial offers that automates the work of the sales team. A tailor-made offer program is a convenience for sales departments and a real picture of the situation for sales managers.

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37%+
Increasing the
effectiveness
of offers
20%+
Increasing the
efficiency of
working time

What is a system for creating commercial offers and why PDF sent by e-mail is history?

Of course, for people strongly attached to tradition, the SellStorm+ system has the ability to generate a PDF file, but what’s more? What does such a solution offer that make it worth at least considering?

A well-designed and implemented offer system allows the trader to create an offer with a few clicks, it is a system that thanks to opening counters and optional heatmaps gives traders clear information about who is really interested in our offer. It is a system that, thanks to its interactivity, can facilitate the bidding process and the next steps taken by the customer during the purchase by selecting the scope of the offer, approving or even paying or paying advances. This is a high standard of the quality of offers.

SellStorm+ Web application

The SellStorm+ system creates digital offer documents in the form of secured, dynamically generated websites.

Individually designed

In the design process, we take into account the mapped commercial processes of your company, the systems used, including CRM and ERP.

Automation and efficiency

The system automates part of the work of the sales team in the bidding process and ensures greater effectiveness of commercial offers.

What goals is SellStorm+ pursuing?

Trader

A well-designed and implemented offer system allows a trader to create an offer with just a few clicks, it is a system that, thanks to opening counters and optional heatmaps, gives traders clear information about who is really interested in the offer.

Manager

A well-designed and implemented offer system allows a trader to create an offer with just a few clicks, it is a system that, thanks to opening counters and optional heatmaps, gives traders clear information about who is really interested in the offer.

Client

A well-designed and implemented offer system allows a trader to create an offer with just a few clicks, it is a system that, thanks to opening counters and optional heatmaps, gives traders clear information about who is really interested in the offer.

How does SellStorm+ work?

SellStorm+ creates commercial offers in the form of digital documents as dynamic and interactive websites, allowing for further processing of the offer for an order or contract.

1 SellStorm+

2 Trader
Order
CRM
ERP
3 Client

Find out what Elements may contain your offer in SellStorm+

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Beautiful layout of your website

Individually designed graphics focused on details and reflecting the value of your sales offer.

Realizations section on the website

Show off your already completed services or products in the “Realizations” section.

The partners section allows you to show the opinions of your partners

Show the quality of your products / services by supporting yourself with recognized partners or suppliers.

From offer to sale

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Offers

Create offers with a few clicks thanks to predefined templates.

Valuations

Present valuations taking into account the company's discount policy.

Automatic follow ups

Don't waste your trading team time on what the vending machine can do.

Approval of the offer

Make it easy for customers to say "YES" to your offer

E-signatures and payments

If your business model allows it, you let your customers pay.

Benefits for the trader

Preparation of commercial offers is the basic scope of tasks for almost every day and for every trader. The lack of a uniform standard and tools adapted to the specifics of the industry often leads to failure to maintain the quality, time or aesthetic standards of the proposals sent, and this in turn directly affects the reception and decision-making processes on the client’s side. How many times have you not received the promised offer, had to wait a long time for it, or what you received was just a more or less carefully crafted template.

Speed of creation and automation

Thanks to the built-in product databases and templates previously defined by the manager and graphic designer, you can create an offer with a few clicks, and the system will take care of sending further e-mails in the event of no response.

Order

What a website cannot have for various reasons can be included in the application. Its functions support the daily activities of your customers. Stand out from the competition and give your audience what others don’t have! Streamline the entire process and send a commercial offer faster.

Opening counter

Focus your attention on customers who are actually interested in your proposal. Don’t waste it on offer pickers. Thanks to this information, you have the opportunity to take additional actions to close the sale.

Aesthetics of offers

Thanks to the defined graphic templates, the sent offer will not suffer from quality problems, regardless of whether the trader is an esthete, what offer templates are saved on his own computer, etc. Now, sending the offer document is only a moment.

Sales forecasting

Clear information and the number and value of the prepared offers on a daily, weekly and monthly scale, together with information on the number of openings of each of the offers, allows you to more accurately predict the amount of sales.

Interactivity of the offer

The customer can interact with the proposed offer document, e.g. by changing the quantity, approving the offer, generating a pro-form, approving additional terms of the order, etc.

Benefits for the manager

To make the right business decisions, we need the right and accurate data. A well-designed offering system provides key information for the sales manager and gives a complete picture of the effectiveness of the sales team as a whole and as units.

Statistics of the quantity and value of offers

Check your sales department’s statistics to see what’s closer to closing and what sales you can expect.

Team sales forecasting

Based on the statistics, you can forecast the number of started and closed topics by your traders.

Security of commercial data

Offer data is stored in one place that is password protected, or you can set up a two-step login process.

Quick access to any offer

You have access to the offer panel wherever you are and have access to the Internet. Check the trade offer from anywhere.

Higher working time efficiency

No more procrastination and tinkering in presentations, the precise placement of the table and its tedious completion. Now, the ability to create an offer will take your salespeople 15-20 minutes, thanks to which they will have more time for customer service.

Clear sales image of traders

Clearly view sales reports to know how to share your salespeople’s leads to get the most out of your business.

What functionalities can the system for creating commercial offers have?

Below we have listed both standard and non-standard functionalities, it is not complete and exhaustive. Each industry has its own specificity and you can freely talk to us about ideas for additional solutions. Just keep in mind that we will be paying attention to any barriers we may encounter before you even decide to implement them. The most common barriers that we emphasize may include technological or budget barriers.

Counter for opening an offer

Do you want to know how many times the customer has read the offer? What interested him the most? Or maybe after the 10th opening, call and talk again, does the client have any doubts and dispel them?

Offer templates

Ready templates for use by traders in one place, without the need to send attachments by e-mail. Everything is in one place, the font is the same where it should be, less risk of error.

Product database

You will take care of the current offer. You set new products and price range in one place. A trader will no longer sell a product that has long been removed from the offer.

Product description templates

Explain to the customer what is hidden under the name of the product so that nothing arouses his doubts. The descriptions will also help your team to explain the specifics.

Statistics for PHs and managers

See how many offers a salesperson or the entire team has prepared and how many of them are of real interest.

Goals and implementation module

Set goals for your team and see how it is progressing each month so you know what sales you can expect.

Sales automation

Set up automatic reminders for the customer about the offer not being opened or about its expiry date. Set up automatic sending of additional content.

Pro forma invoice module

The client accepted the offer? Easily automate pro-forma shipping for a given customer offer.

Acceptance, change of the order by the customer

The customer can accept the offer with one click, and the trader immediately receives a notification, which will speed up the sales process.

Discount management

Easily manage amount or percentage discounts added to the product.

PH management

Freely manage the sales team, define individual footers of offers and messages for better personalization of sent proposals.

Offer statuses

Manage the status of an offer: potential, approved, archival - according to the needs of your business.

Heatmap module

Check which elements of the offer were most interesting to your client - perhaps the price is not always the main starting point.

PDF generation module

Enable your customers to download and print the offer thanks to the possibility to generate the offer in PDF.

Online payments / advance payment

Add a QR code to the offer, thanks to which your customer will be able to make a payment easier and faster, or associate the offer with a payment operator.

Calculators, e.g. savings

Give your clients the opportunity to come to the conclusions you want them to come to by including interactive calculators in your offers.

VIDEO

Make a multimedia presentation of the offer by attaching or embedding video material to the offer.

Chat with the client

Thanks to this functionality, you can answer customer questions when they most need information to better understand your offer - while viewing the offer.

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What will the process of making and implementing the bidding system look like?

Introductory consultation

Its aim is to learn about the real requirements of the project, the current sales process, and to understand the characteristics of the products and services offered. This consultation allows us to develop assumptions for the future system and to prepare a precise valuation. The consultation usually ends in 4-8 hours, during which we meet the owner, managers and 1/2 salespeople.

Preparation of documentation

Preparation of full documentation of the future system, describing all processes and steps taking place in it, along with the preparation of mockups, i.e. content layouts on the screen of all modules, views and steps. This stage is quite time-consuming, but necessary and requires a lot of attention, as it will precisely define the functionalities of the future system.

Works on
the project

The work on the project itself consists of several sub-stages: graphic design of offer templates, system implementation, submission for evaluation and indication of corrections, implementation of corrections, system commissioning and commissioning.

System operation training

Separate training for the sales team and managers, during which we present all the functionalities of the system, paying particular attention to the most important elements of working with the system.

Our technology

Our technology

What is the cost of execution and individual implementation?

The answer to this question is simple … “it depends.” The financial framework depends on the amount of work, the complexity of the current sales processes, functionalities planned to be performed, including the very unique ones, the time spent on the project and the size of the team involved in the performance of individual tasks, as well as the selected technological stack.
For relatively simple implementations, the cost will not be a high investment compared to the benefits in terms of time savings, functionality and increased commercial efficiency. In order to provide an initial cost framework for the implementation, we need a bit more information and in that case, please contact us.

Why is it worth choosing
SellStorm+

Bidding - with a precise tool

Thanks to the functionalities provided by the program for creating commercial offers, making offers becomes easier for the traders themselves and provides a range of business information for the management. There are tools and programs for bidding on the market, but they are either an element of another system whose core functionalities are focused around other solutions, such as the bidding module or for creating offers in checkout and warehouse programs, or extending the CRM class application for creating a quotation document. This often makes them quite poor in solutions, even the standard ones in the offer process. Such a poor offer process ends with sending an offer to a potential customer.

A separate class of applications and programs are tools (usually provided in the saas model), the functionalities of which are focused solely on the process of creating offers, with an entire envelope around them. Their extensive and often complex structure resulting from the desire to build a universal tool that could be used by the widest possible group of recipients – makes them difficult to adapt to the needs of a specific business.

Who is the program for creating commercial offers for?

The application is quite wide, the almost obvious beneficiaries of the system are companies providing services and offering B2B products, but it can also be used in sales for individual customers, e.g. luxury products, or all the variants of which can be included as part of the program functionality. A common solution is to use the quotation module to create a quotation document and then send the quotation to a potential customer. Such an offer process, completed with a commercial offer in pdf format, does not allow for creating and sending as a scope of work determined individually.

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