There is no argument whether or not to automate in this quick-paced world. However, sales teams still find complications with the marketing and sales-related documents. Many businesses are readily adopting CRM and other software that create streamlined business processes for better efficiency and client relationships. Yet, when it comes to managing documents related to sales, manual processes are still widely employed.
The sales teams in different companies handle documents of varied importance right from the beginning of the sales funnel to contracts and more. A lot of time and energy goes into collecting the information needed from different sources and ensuring the accuracy and relevance of the data. The creation and editing of such data to suit the target audience is a recurring activity that many sales teams say takes up the biggest chunk of their time and leaves only a third of the working hours to do actual sales. Document automation, however, is a revolution in this industry.
Sales teams are embracing document automation and the benefits that come with it. With automation, manual tasks are minimized, data flows with ease and accessible to many. Sales sector runs more efficiently with better client-centered services, improved satisfaction, increased time spent on growing business income and brand marketing.
With a document automation solution like Windward, sales teams start to see the following:
The accuracy of these reports can determine the performance of a business. Sales teams, therefore, spend back-breaking hours compiling these reports. With document automation, a huge burden is lifted off their shoulders.
The solution will:
Making a breakthrough in the buying cycle begins with sending accurate quotations and well-written proposals.
Sales teams use document automation to:
Signing a new contract no doubt brings in more revenue, but equally important (yet often unnoticed) is the retention of existing contracts.
Automation eases this process by:
Sales teams need to ensure efficient planning for all their projects as well as the execution of plans. With document generation they can:
The need for accuracy in data when processing payment is paramount. Manual invoicing accounts for about 4 percent of losses as a result of errors. Windward allows sales teams to schedule invoice delivery, automatically generate invoices using accurate and updated data and then send and track payments.
In the end, with multitasking as a general requirement for manual document generation, close to half of the employees’ productive time is spent switching between tasks and executing low-level tasks. Automation relieves employees and the business of mundane tasks and creates more opportunity for efficiency.