Do your employees find themselves waiting for you approve the quote? Have they lost customers because of you took time to Approve? No More! In today’s hyper-fast world this is considered too toxic for your enterprise to close deals. Integrating Intelligent Workflows on to your framework would help create a robust system that your reps can treasure. Enables users to set up approval based on pricing, discounting, promotions, contract terms, agreement clauses, and more with a granular view. More control and better insight into CRM or Quote-to-Cash approval process.
Automated Work Flow Approvals
Depending on the parameters of approvals, Intelligent Workflow will ensure the right sign-offs are sent and reminded to be approved. Functionalities like group approval policies, auto re-approvals, reminders, out-of-office delegation, and time-based escalation, keeps business gears moving. Furthermore, Dynamic approval is an additional feature to account for flexibility and scalability in helping deliver business outcomes on time, every time.
Increased Revenue & Margins: Improved user behavior
Intelligent Workflow provides a preview of approvers based on discount, thresholds, and conditions at the point of approval request. By gaining access to the complete list of approvers in the approval cycle, submitters can adjust their behavior accordingly by negotiating and, thereby optimizing the time for approval. A better understanding of organization permitted range would be established for the reps to make use off from the very getgo.
Granular And Customizable Approvals
“What If” scenarios are quite common in securing a contract, so planning for multiple approvals is needed. Now you can set approver in each line of a proposal, instead of having one approver for everything. Effortlessly add approvers, re-assign requests or use mass approvals. Approvers can be added even while approval is in progress. With percentages, majority-minority, quorum, etc. approvers decision can be tabulated; therefore a unanimous plane is formed for reps to use.
No limit to the number of approval steps that can be added and it can manage approvals across multiple related contracts and customers. Plus, approval requests can be assigned based on the respective organizational hierarchy. Based on the deal stage Auto-escalation and re-approvals can the easily added to improve efficiency.
It is easy to setup and to control from the system. It doesn’t require any coding or advanced system admin skills. Intelligent workflow approvals provide a world-class user experience for both submitters and approvers with less manual intervention.
Here at Standav, we will establish a capable CRM suit with Data-driven Workflow Approvals. Be it Apttus or Salesforce, knowing your enterprise’s requirements come first. To make this integration possible and know more about us. Contact us we are just a click away.