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How to Accelerate the Sales Process? Sales Document Management Automation in NAVIGATOR

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How to Accelerate the Sales Process? Sales Document Management Automation in NAVIGATOR | Events Archman

Searching for ways to shorten your company’s sales cycle and, as a result, generate revenue faster? Start by automating repetitive tasks, such as preparing offers, drafting contracts, and issuing sales invoices. Using NAVIGATOR, we spend no more than a few minutes on each of these activities. During the upcoming webinar, we will show how it works in practice.

An intelligent document management automation tool is crucial if you aim to accelerate your sales process. Besides relieving the sales team from the monotonous part of their work by giving them effortlessly duplicated documents and transparent workflows, we also create a friendly work environment for everyone.

By digitizing documentation and storing data on a single platform, we provide employees with quick access to detailed and up-to-date data on a specific contractor and related documents. Moreover, anyone can create or check the relevant document from any place, both in the office and while working remotely.

Agenda:

  1. Sales document forms design (offers, contracts, invoices).
  2. Sales document workflow procedures development.
  3. Automated printout generation and Word-based document editing.
  4. Overview of electronic signature options.
  5. Automated sales documents sending to customers.

The webinar will be held in Polish. After the presentation part, according to our tradition, we will answer your questions.

Participation is free of charge after prior registration here.

SPEAKER: MARCIN KOWALSKI.

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Date: 29.04.2021
Place: online
Speakers: Marcin Kowalski
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