From pre-sales activities through order
management, our IntelliSite™ web-based
service can help your company increase
productivity of sales and marketing
personnel through improved close ratios and
shorter sales cycles. We eliminate the
typical inefficiencies associated with
processing customer contracts, managing and
distributing marketing collateral,
supporting channel partner relationships,
and sharing information both internally and
externally. Proposals, rate sheets, customer
contracts, marketing brochures, and channel
partner forms are among the many types of
documentation and content that can be now
managed in a secure and paperless way –
allowing your sales and marketing team to
focus on what they do best instead of
pushing paper.
Automate Critical Sales & Marketing Processes
IntelliSite™ offers web-based tools to automate key pre-sales and order
management processes
enabling organizations to increase
efficiencies, improve productivity, and
shorten sales cycles:
Proposal management.
IntelliSite™ proposal management
capabilities enable your sales and
marketing professionals to
seamlessly develop and manage all
company bids and proposals. From
ensuring access to latest document
versions to tracking document edits
by users throughout the process,
your company will be able to more
quickly deliver accurate and
professional proposals to
prospective customers.
Order processing.
Through electronic workflow
automation and electronic forms,
IntelliSite™ order management
capabilities
accelerate order processing times
and reduce order entry and order
processing errors. Further,
real-time order management reporting
tracks key sales order metrics,
enforces quality control, and
promotes worker/group accountability
throughout each step in the process.
Client
Case Study: Excel Telecommunications
Excel Telecommunications (www.excel.com)
is a leading facilities-based IP provider of
traditional and next generation
communications products and services to
global carriers and end users through
distribution partners. Excel selected InSite’s
enterprise content management solution to
automate the company's order management
processes. With IntelliSite™, Excel
electronically captures all service orders,
automatically routes service orders to key
personnel for processing, monitors key order
processing metrics through real-time
information management reporting, securely
stores service orders, and provides
authorized users with universal browser
access to service order information.
