Empower Your Manufacturing Sales Process with airSlate SignNow's Automation in Sales

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foreign [Music] as a distribution executive it's essential that your sales reps pursue and follow up on the highest margin sales leads it's an essential capability for growing revenue and improving margin margin gains provide the biggest strategic opportunity for any distribution CEO to increase business value the biggest of the big rocks but human challenges abound for example quote requests and the follow-up activities to convert to a sale are still highly manual processes for your sales staff even with the best Erp and CRM Technologies your people are faced with an avalanche of complex weekly orders each with a hundred line items or more some of which require external sourcing and pricing many quotes sent to prospects don't receive follow-ups and often lost quotes can't be easily tracked human sales teams struggle and margins suffer but now there's an opportunity to dramatically improve Revenue capture and margin management capabilities how with standardization and automation using data-driven process Improvement and robotic process automation or RPA Bots now you can automate all of this critical quote data and management work between your CRM and Erp with automated line item level margin management baked in from the lab North America's standardization Automation and AI implementation Authority for all types of Distributors here's a real bot at work hello it starts by logging into Citrix where it opens the huge year-to-date quote list data set which gets updated each night directly from the company's Erp system once inside it finds and identifies only the most recent quotes and then I memorize all of them that's right every quote amount every customer every line item no human can do that next the bot logs into the company CRM I've got my own username and password just like a person Bots from the lab can be configured to use any CRM Erp or WMS once inside the bot navigates through the CRM it clicks on sales and then drills down to all of the opportunities in the system here they are I'll process all of them now the bot clicks the button to add a new opportunity and look at it go I'm filling out the opportunity name organization name dollar amount opportunity type start date expected close date next step sale stage Next Step due date probability and assigned sales rep woohoo now the bot assigns a task to the sales rep I input the subject start date due date even the reminder interval next the bot composes a notification with both the quote and the product sheet and emails it to the sales rep and their manager what can I say I'm a fast typist and I make sure that your team follows up on every quote the bot's email even contains the margin details that need attention and level of urgency yikes this quote's margin looks too low I'll alert the CSR and their manager they may need to rethink this one hang on simple alerts not enough need more insights for decisions the lab can provide Bots and AI to automatically and instantaneously calculate strategic analysis to help guide quotation decisions for pricing and terms use Automation and Imagination to standardize your quotes and maintain margin goals throughout the confusing Haze of activities in the quote to conversion process why because it's the biggest near-term opportunity to increase business value and no new revenue is needed consider quotation inconsistencies needlessly erode an average of 15 to 20 percent of Distributors margin Bots can quickly eliminate this leakage once the bot is done this quote it moves on to the next one it had memorized from the Erp data set and I just keep on going until I'm done every single day get the most out of your CRM Erp your sales team and most importantly the margin on every single quote automate your way to more and better conversions contact the lab today