Design & Config Challenges

We underestimate the labor needed and forget to include required products and solutions.

When the right questions aren’t asked up front, items such as a required network assessment or supporting equipment and services can be left off a quote. Without this information, engineering cannot do their job to ensure the quote is properly sourced with the right amount of labor hours and ancillary supporting equipment and services. SalesDoc Architect builds in detailed discovery into every quote with logic that guides users and ensures all the right questions are asked. The answers to the questions automatically flow throughout the quote file to ensure the quote is configured properly.

Config changes require us to start the process all over again.

Changes occur throughout the sales process and when there is no way to easily adjust a quote you often have to start from scratch. SalesDoc Architect provides version control and automated configuration tools that prevent you from leaving off important items. The SDA quote file becomes your receptacle of items related to the proposed solution. You have one place to house all your information so that when changes occur they easily flow to the rest of the configuration and generated outputs.

SalesDoc Architect Automates Solution Configuration

Using rules and workflows, SalesDoc Architect automates complex solution configuration of equipment and services based on each customer’s unique requirements. With SalesDoc Architect, you can:

  • Auto-configure products and services based on user inputs
  • Auto-calculate peripheral products and labor based on configurations imported from manufacturer or distributor configuration tools
  • Override and adjust auto-calculated product and service quantities, and add “write-in” items
  • Break out optional-purchase items
  • Calculate pricing on configured items using a variety of approaches – including top-down (category-level) and line-item bottom-up pricing based on discount, markup and margin – along with built-in goal seek functions

We have multiple versions of Excel sales spreadsheets that are not up to date.

Often companies use home-gown tools based on Microsoft Excel. Many times, there is a proliferation of these Excel workbooks so keeping them up-to-date and ensuring everyone has the latest version becomes a nightmare. In addition, they don’t always “talk” to other tools such as CRM or manufacturer/distributor tools. SalesDoc Architect is designed with advanced Excel formulas that allow you to import from 3rd party tools, pull/push information from CRM, and easily update parts, pricing, proposal and statement of work with a click of a button.

SalesDoc Architect is Integrated with Familiar Tools

SalesDoc Architect is tightly integrated with Microsoft Office, with Excel and Word as its cornerstones. Because Excel formulas are used to drive workflow logic, configuration rules, and calculated content, Excel-proficient subject matter experts (SMEs) can easily and continuously improve their SDA implementation instead of hiring expensive programmers. In addition, SDA can be integrated with Microsoft SharePoint and Teams, enabling better collaboration and file management.
In addition to Microsoft, SDA integrates with:

  • Manufacturer and Distributor tools for importing pricing and configurations
  • CRM (including Salesforce and Tigerpaw) to:
    • Push CRM opportunity data to an SDA quote
    • Push SDA quote information to CRM opportunity record
    • Push CRM opportunity data into SDA Dashboard
    • Search opportunities and associate opportunities within an SDA quote file
  • Back office solutions utilizing export functionality and custom direct integrations

Want to learn more about how SalesDoc Architect can help resolve this and other sales challenges?

Contact us to schedule a time to talk.

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