The customer company wanted to develop their sales process. Their process for preparing business offers was long and complicated and the customer wished to secure more deals by simplifying the process. The customer also wanted to revise their offer documents towards a smarter and simpler form. Sending the terms of agreement with the offer also needed to be secured as their absence might lead to misunderstandings between the supplier and the customer, which in return might even lead to a cancellation of the deal.
The customer received a customized Sopivin 365 business platform solution, which includes a CRM and sales management system, a product register, and a business offer generator. The whole project was finalized extremely quickly in three weeks as per the usual Pilvilampi’s procedure.
The new system needed to enable: