Features
Our Features
Auto-load premise locations
Don't type your premise addresses - email the list to Salesforce as a spreadsheet attachment.
Avoid typos and hours of time needed to input your customer's premise address locations. If you receive a long list of premise addresses - don't type them into the system - use our convenient data loading tools instead. Just email the list of premise addresses in a spreadsheet to a special email address - and let our tool do the work of importing your list. You don't need to separate the list by territory or zip code...just load the whole list.
Auto-distribute proposal requests
Make your selections for the types of carriers you want to send your requests to - and let the tool distribute the work.
Data is pre-loaded into Salesforce to identify which carriers belong to which zip codes. Filters in the applications allow you to pick primary and secondary delivery recipients, as well as member vs. non-member delivery recipients. You only need to make a few selections to identify which recipients you want to deliver a request to - and the system will automatically format the message and deliver it to the right contact at the right company. You don't need to split excel lists or look up contacts. You don't need to format email messages, and you don't need to worry.
Automatic followups
After you've delivered your proposal requests - the system will send out automated reminders at selected intervals before the due date.
If you've populated the close date for the proposal response - the system will send out reminder emails at configurable checkpoints prior to the close date (e.g. 1 week prior, 3 days prior and 1 day prior). Once the due date passes, and a carrier has not responded - we notify them that the response window has now closed. All of these reminders occur automatically, so you never have to bother with followup again.
Automatic response logging
Carrier responses are automatically recorded in the system.
Carriers will respond to the requests for proposal by emailing the spreadsheet with their pricing/proposal as an email attachment to the originators specified email address. The system will automatically detach the spreadsheet, read the pricing and other response information and automatically update the system. You'll get a notification that the response was received. You don't have to do a thing to receive the responses back into the system. You'll never lose another proposal response in your email inbox again.
Automatic proposal response
Once you've received your responses - automatically create a response document to your customer with the click of a button.
We include some configuration during setup that allows you to create a PDF response document that takes the list of premises requested - and outputs selected pricing responses received from the carriers in a concise and professional branded output document.
Automatic service delivery
We automatically create service orders for the won proposals.
Once you win...the process doesn't stop. Once a particular premise is marked as "won", we automatically generate a Service Request detailing all the fundamental information necessary. Manage the project all the way from proposal to lit network in a single tool.
