This manual outlines the streamlined process for sending proposals directly to your customers or leads using SIX ERP. Assuming you've already crafted the perfect proposal, the focus now shifts to efficiently sharing it. SIX ERP simplifies this crucial step, ensuring your proposals reach their intended recipients with ease and prompt actionable responses.
Access the Proposal: Navigate to the proposal you wish to send within SIX ERP. Ensure all details are accurate and complete, reflecting the offer you intend to make.
The Mail Icon: Located on the right side of your screen within the proposal's detail view, the mail icon is your gateway to communication. Clicking on this icon reveals a pop-up window featuring a preview of the email template.
The email template serves as a preliminary touchpoint with your customer or lead. Here’s how to make the most of it:
Personalization: Although the template provides a solid starting point, personalize the message to reflect the recipient's needs and your business's unique value proposition. A tailored message significantly increases engagement and response rates.
Proposal Link Inclusion: A standout feature of SIX ERP's emailing functionality is the ability to include a direct link to the proposal within the email. This link allows recipients to view the proposal without needing to log in to the clients area, making it exceptionally convenient for both established customers and new leads. This accessibility is crucial for facilitating quick decision-making.
Once the proposal is sent, the interaction doesn’t end there. SIX ERP provides tools to monitor and manage customer responses effectively:
Customer Actions: Recipients can open the proposal and take actions such as accepting, declining, or commenting. These actions are integral to the sales process, providing clear indications of the proposal's status and the customer's interest or concerns.
Notifications and Alerts: The creator of the proposal and the assigned sales agent are immediately notified within SIX ERP and via email when a customer or lead interacts with the proposal. Whether it's a comment, acceptance, or decline, these notifications ensure you remain informed in real-time, allowing for prompt follow-up actions.
Engagement and Follow-up: Use the feedback and actions taken by the customer as opportunities for engagement. Whether it’s to thank them for accepting the proposal, addressing concerns that led to a decline, or discussing comments, timely follow-up is key to maintaining momentum and nurturing the customer relationship.
Sending proposals in SIX ERP is not just about delivery but also about creating an interactive, engaging experience for your customers and leads. By utilizing the mail icon to share proposals directly, personalizing your communication, and leveraging the system's tracking and notification capabilities, you’re equipped to streamline the proposal process. This approach not only saves time but also enhances the customer experience, setting the stage for successful business outcomes.