Real, No-Cost CRM Integration
Deep integration of your proposal and quoting software into CRM and ERP systems is crucial for success. salesElement has been working with CRM systems since 2003 and is unsurpassed in its built-in, no-cost integrations. Additionally, we have the ability to write custom integration specific to your needs. Go ahead, ask us your toughest CRM & ERP questions.
Key Benefits of Our Proposal and Quoting Software
HOW WE HELP YOUR BUSINESS
We help you win more BUSINESS! We reduce the time it takes to make proposals and quotes, we get you noticed by your customers, and we ensure that your teams are working efficiently, consistently, and within their authority.
We know that launching new software can feel overwhelming. So we’ve designed our process to make things easier for you, every step of the way. We do the heavy lifting for you, up front, to customize seProposals to fit your company’s needs. And we integrate seProposals into your workflow, so you are up and running as quickly and easily as possible.
Frequently Asked Questions
Typical implementations of seProposals can take up to 2 weeks to complete. This includes salesElement producing graphics for your proposals, assisting with content, and helping you define your quoting and pricing strategy. More complex projects with extensive pricing systems can take 6-8 weeks to complete.
We do most of the heavy lifting so you can continue to focus on your daily tasks while the proposal and quoting software is setup for you and your team. We will generally need a few hours of your time to review your business and pricing strategy. From there, our engineers and project managers setup your quoting and proposal process and show you progress along the way. We’re always there to help you get setup, ensuring your success.
salesElement assigns a dedicated account manager during your implementation process and they stay with you over the years. Any questions, changes, or issues can be discussed with them. We do our best to handle updates at no additional cost to you, and we’ll always work closely with you to work within your budget if changes to your business require larger changes to your seProposals implementation.
salesElement has graphic designers available to create your proposal templates at highly discounted rates (or free if you have > 10 users). Our team reviews your materials, including your website, past proposals, or other branding and produces templates that will resonate with your customers and prospects. salesElement staff and account managers will also assist you with content and messaging if requested. salesElement also partners with leading proposal content experts and 3rd party designers if you prefer to work with a dedicated agency on larger projects. We’re here to help in any way we can.
NO! We HIGHLY recommend that you use a CRM system, whether a free or low cost solution, or a true enterprise-class CRM system. However, if you don’t have one, or are in the process of making a selection, seProposals can help you get started. Built into seProposals is a simple Account and Opportunity manager. If you do purchase a CRM down the road, all the data can easily be exported into the CRM of your choice with minimal effort.
For more than 14 years, we’ve helped clients of all sizes and from all industries– from healthcare to financial services to hardware– improve their sales process and their bottom line. Companies like Motorola, AIG, Great American Insurance, Talend, ExpoLogic, Revision Energy, and dozens of others have relied on us for their mission critical proposal and quoting software. Whether your company has five sales people or thousands of sales people, if your company is struggling with proposals and quotes, we can help.
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Send us a message, or phone (646) 837-0767 between 9:00 a.m. and 6:00 p.m. Monday to Friday US Eastern Time. We would be delighted to speak about how we could help your business improve your proposal and quoting process and increase sales.