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Gain competitive advantage through workflow automation.
Use Google Workspace to save loads of time automating outreach to customers throughout the sales funnel and save costs by freeing up time spent on admin, prospect, and financial tracking so you can increase your bottom line.
Automate your sales quote generation and approval process end to end. Automatically generate a sales quote from a request submitted through a Google Form.Get it approved internally, send it to the customer for approval through an electronic signature, and once signed save the signed contract into a Google Drive folder or your CRM system. Finally notify the interested parties.
Improve your customer onboarding experience by automating the onboarding process. Automatically provision the required accounts, send them the correct communication, create a standard folder for new customers to share documents and collaborate on key onboarding initiatives.
Review process for sales contracts to go through approvals with the Legal team before sending back to the account executive to and the customer for electronic signature. reduces the strain of managing contracts. Use it to know where the contract is in regards to the process of closing.
Automate your contract renewal process and free up your inside sales team to focus on up/cross sell. Automatically identify the contracts which are ending soon, generate a new contract for the customer, send it to the customer's account owner to review, and once approved, send the new contract to the customer for electronic signature.
Use the power of Google Docs and Google Sheets to create a template for your invoices. Enable your sales team to request and generate invoices by submitting a Google Form. If required, get it approved before sending it to the sales person.