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Proffering • PFC • Commissions • Reportful

Proffering for Salesman

Proffering for Salesman is a multiplatform application (iOS, Android, Web) that provides the essential functions to enable a sales agent to offer new deals, acquire new customers and manage their customer base by providing assistance and information.

It uses the same process management mechanism and Proffering documents generation.

You can connect it to the Proffering application to allow you to manage your customers data, access, templates, processes, lists, and quotes.

It can also work in full autonomy by linking, if possible, all the data needed from company data sources from the DB.

Operator agenda management

View offer process details to complete and actual progress.

Displays customer requests with response and status./p>

View annotations sent from company.

Manage of new offers and generated offers

View and search the list of generated offers and keep at a glance the offers to complete with actual progress state.

Displays the detail of a offer process

Displays the progress of the offer and the processed steps.

Displays the detail of a process step by selecting it from the progress list.

Continue managing the offer.

Customer care management

Displays customer requests.

Answer the questions or issues posed by the customer.

Send communications to customer.

Connection with Proffering and Internal DBs

Automatic connection with Proffering for full offer management, all supply, technical and other datas.

It can also work autonomously without the help of Proffering.

Same process management engine and documents production of Proffering.

Connecting to IT internal DBs; all relevant already stored data can be linked to the DBs of the company.

Gestione di una nuova offerta in 10 passi

1

View the new offer launch tab.

Choose the offer type or the specific procedure to be launched.

2

Entry initial offer data.

3

Search for customer name or insert new record with main customer data.

4

Entry techynical datas.

Complete the upload of the customer record with technical data on the delivery points.

5

Load the current expected consumption profile.

Entry actual supply prices if availables.

6

Complete data entry with offer and contract datas.

Select the list from available ones or request a dedicated list.

7

Entry final prices by setting the gain margins.

8

Generate offer documents and various attachments.

Displays the savings pdf to estimate the savings with current offer prices.

9

Send mail with offer and attachments documents to customer.

10

Complete the offer by indicating whether the customer confirms or rejects it.

Customer can confirm your offer directly with graphical signature on a mobile device.