Shorten Your Sales Cycle with Document Automation

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
February 19, 2019

Shorten Your Sales Cycle with Document Automation

With the first quarter already well underway - what are you doing to grow your sales?

Watch this webinar to learn how to reduce document turnaround time by 80% and boost your revenue in 2019!

Aa16011fadc08150f36617c50e50a1c0?s=128

W-Systems

February 19, 2019
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  1. © W-Systems Corp. | www.w-systems.com © W Systems Corp. |

    www.w-systems.com February 19, 2019 Shorten Your Sales Cycle with Document Automation
  2. © W-Systems Corp. | www.w-systems.com Presenters Joe Hogan Inside Sales

    Manager jhogan@ w-systems.com Katie Liesmann Marketing Manager kliesmann@ w-systems.com
  3. © W-Systems Corp. | www.w-systems.com Agenda • Introduction • Shorten

    Your Sales Cycle with Document Automation ⁃ Best Practices for Speeding Up Your Sales Cycle ⁃ Live Demo ⁃ Real Life Scenarios • Sugar Showcase Q&A Session
  4. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Shorten Your Sales Cycle with Document Automation © W-Systems Corp. | www.w-systems.com
  5. © W-Systems Corp. | www.w-systems.com Paper puts sales on hold.

    “We need to close deals faster.” “We need to impress our customers.” “We need to speed up our daily sales processes.” “We need to close via mobile.”
  6. © W-Systems Corp. | www.w-systems.com Paper puts sales on hold.

    Paper based sales are: Outdated Slow Costly Not Customer Friendly • Tedious manual errors • Numerous errors • Delays closing deals • Chasing down paperwork • Printing & faxing costs • Mailing & overnighting costs • Insufficient signing process • Cumbersome buying experience
  7. © W-Systems Corp. | www.w-systems.com The Solution: Document Automation? Document

    Automation is the act of Automating and Standardizing your Document Processes. • Save time • Reduce costs • Improve User Adoption of CRM • Boost CRM ROI • Improve visibility
  8. © W-Systems Corp. | www.w-systems.com Pillars of Document Automation Authoring

    consistent contracts with templates Storing contracts in one place with cross-departmental access Integrating with CRM & transaction systems Using contract data to generate reports
  9. © W-Systems Corp. | www.w-systems.com 1 2 3 Tools we

    Recommend
  10. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Live Demo © W-Systems Corp. | www.w-systems.com
  11. © W-Systems Corp. | www.w-systems.com Using DocuSign to Process Loan

    Applications • Problem: ⁃ Processed over 700 loan applications per month, each taking weeks to complete • Solution: DocuSign Integrated with CRM • Results: ⁃ Accelerated loan process ⁃ Funded loans faster ⁃ Better served membership
  12. © W-Systems Corp. | www.w-systems.com Using wDocs to Build Documents

    • Problem: ⁃ Document processes, such as monthly report generation, were ordeals and wasted valuable time • Solution: wDocs integrated with SugarCRM • Results: ⁃ Templated document generation for monthly reports, trip reports, and internal communication. ⁃ Accurate data pulled from Sugar
  13. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  14. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!