Quickstart for Sales and Marketing

proposal management software, proposal management services, research proposal managementSpringCM’s QuickStart Solution for Sales and Marketing is designed to help the Marketing and Sales teams meet their important objectives. Sales will benefit from increased close rates, faster time-to-close and increased productivity. Marketing will benefit from faster marketing material creation and easy-to-use workflows that facilitate collaboration around collateral, promotions, public relations and campaign management.

The QuickStart Solution for Sales and Marketing will help you:

  • Reduce time to close
  • Increase visibility by applying business process automation,
  • Secure external document sharing and contract lifecycle management.
  • Improve your ability to share sales and marketing content with third parties and remote sales people anytime, anywhere.

With the QuickStart Solutions for Sales & Marketing you get all this and more:

  • Collateral Management
  • Partner Extranet
  • Proposal Management
  • Sales Tool Library

You don't have to wait months or buy expensive solutions to solve your marketing and sales problems. SpringCM's QuickStart Solution for Sales and Marketign includes complete templates, pre-configured folders, workflows, business logic and best practices so that the guesswork is removed – and the solution can be easily configured to meet your specific needs.

Best of all, SpringCM is an easy to try, budget-friendly, on-demand service. There is never any hardware to buy or maintain, software to install, or upgrade fees to pay. And you get up and running in days, not months.
 


  • Cut the cost and improve the speed of business processes like collateral material review, proposal management, contracts, etc.
  • Achieve one view into all your organization’s business documents in a secure and compliant repository
  • Use forms to capture all relevant data from business-critical documents
  • Experience a single point of capture for business documents whether delivered through e-mail, fax, scanning or physical mail
  • Save time through powerful search and instant retrieval of sales and marketing documents
  • Improve efficiency and flow-through rates at every step in your operational processes
  • Make lost documents a thing of the past
  • Identify bottlenecks and improve performance through automated monitoring and integration with existing applications like CRM
  • Easily keep track of every document including each revision
  • Significantly reduce paper storage costs – by up to 90 percent – and have a permanent digital image of all your documents
  • Allow third-parties to easily mark-up and approve documents
  • Manage and organize all collateral
  • Make sure that old versions are never used
  • Track and monitor document revisions and approvals
  • Manage the proposal process, from creation though approval
  • Speed approvals with automated reminders and alerts
  • Give partners access to relevant content through a secure extranet
  • Provide reps with the latest collateral assets with the sales tool library
  • Collaborate inside and outside the organization
  • A Digital Library that serves as a central, secure repository of all business documents
  • Consolidation and automation of document capture from multiple locations via scanning, e-mail- and fax-addressable folders
  • Full-text OCR and imaging of all documents with extraction of important attributes
  • Routing and approval workflows to manage the processing of standard business processes
  • Data validation and automatic capture of duplicate documents
  • Built-in, easy-to-use records management
  • Workflow for exception management and escalation procedures
  • Complete auditing of every business process touch-point
  • Reporting that allows you to track the status of all documents and the performance of everyone involved with specific business processes
SpringCM offers Web services-based integration to easily integrate these process solutions with your existing CRM, ERP and other systems. Depending upon your needs, this can range from a tight integration that updates both systems with a single keystroke to a loose integration where values are replicated in each system in batch mode. As with all SpringCM features, the choice is up to you.
“We are completely customer-driven. Everything we can do for the customer we do, and we aim to reach them in a fun, friendly way that lets them know we care about their issues. We wanted to use an on-demand company like SpringCM for this solution. It just seemed appropriate that as we urge SaaS technology for our customers we use it ourselves.” Randa Green, Director of Client Services, Geckotech