Track the entire process and have all relevant information documented in one place. Know what needs to happen next and who's involved, and manage and prioritize workload.
Follow up with a prospect's request easily via the third-party communication channels integrated with Qntrl. Understand their requirements, address them, and stay on top of things at all times, without any hurdles.
Reduce human intervention by automating time-consuming tasks, such as field updates, approvals, SLAs, and notifying prospects and other teams.
Increase the efficiency of your sales process and, as a result, increase conversion rates. Every bid is auto-assigned to the presales member with the right technical expertise, so that sales team can focus on the commercial side of the deal.
Document your analysis about a prospect or a bid (meetings, feedback, notes) and share and access this contextual information across the teams involved, to arrive at the right decision for closing the deal.
Manage and prioritize bids, and get things done on time. Set up deadlines and due dates for every activity involved in the bid, up until its final submission and closure.
The sales manager submits a request upon arrival of an RFP, filling in details like the prospect name, industry, services required, etc.
Once the sales manager creates a card, the presales manager gets notified with an automated email or message, via a preferred third-party platform.
The presales manager analyzes the RFP to check if it is under the scope for the company to take up. If so, they qualify the RFP and assign it to a team member to draft a response. If it's not in the company's scope, the customer is informed and the card is closed.
Once the RFP is qualified and assigned to a team member, they draft the RFP response and send it to the manager for their approval. If approved, it is sent to the sales manager for submission. Otherwise, it's sent for modifications to be made.
After the RFP response is submitted, the team awaits the results. If the bid is won, a contract is signed and the card is closed. If not, the card is closed saying "Bid lost".
Assign every RFx automatically, based on its priority or type, to the presales team member with the right technical expertise. Save time by responding to the ones with the earliest deadline first.
Keep your discussions on comment threads and maintain all relevant information in the same place, for future reference.
Send automatic notifications and alerts to your team members, as well as your prospects, via email or chat apps like MS Teams, Slack, or Cliq. Keep everyone up to date with all relevant information.
Utilize our built-in reports or create your own process-specific reports to analyze the presales process, find which stage takes the longest, if a particular team member needs training, and more.
— Choose the one that best suits your organization —
Qntrl is the world’s #1 Workflow Orchestration Software. See why
Streamline incoming requests, and maintain rapid response times. Define roles clearly, and protect requests from duplicate efforts and embarrassing cross-fire.
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Have well-outlined service SOPs and ensure that all agents understand what is expected of them at every stage and know how to appropriately respond in any given situation.
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Real-time conversations demand real-time answers. Get quick access to anything you need to help respond to a customer, including account details, purchase history, and past conversations.
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Automate canned replies, or alert a manager if a customer sends in a bad satisfaction rating. Route pre-sales queries to the business development team automatically.
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Analyze number of requests received per day, number of requests closed per user, average response time, average handle time, and more with bespoke, dynamic reporting module.
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Build flexible and scalable business processes- returns processing, field service requests, annual maintenance service, and such- tailored to meet the requirements of your business.
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Connect Qntrl with your existing tools - Salesforce, HappyFox, Shopify, and more - for seamless data flow. APIs, Client, and Server Scripts are some of the options that help you tailor Qntrl.
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Get the advantages of a cloud-based platform with security from an on-premises system. Field access privileges, data encryption, and role-based access controls keep information safe.
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