I’d agree one would get their money’s worth if eIntelli was only used for its online proposal benefits and time-saving quality. But eIntelli can take it a step further and provide Business Intel to users. How so?: The Dashboard helps track your sales process and pipeline. The eProposal aims to provide its users with as much information as possible, from sales tracking to client tracking.
eIntelli offers two functionality tools to gather business intelligence: First is the dashboard and next is the built-in CRM, which I will be discussing next week. The dashboard provides an overview of the total amount of proposals that were won, lost, or pending, including metrics showing the average time spent on each page along with feedback.
While all this information is very important to a business, it typically only benefits the company’s managers/owners. So let me tell you more about the alerts that can be set to provide valuable Intel to your sales team. Once you are ready to publish a proposal you will notice a check box to turn alerts on or off. The moment the online proposal is opened, the sender will receive notification that it has been viewed or printed. If your client views the eproposal you can now view relevant page stats.
To eIntelli users: I challenge you to set and manage the alerts for your online proposals sent this week and if it doesn’t benefit your Business Intel, please share your feedback.
Tags: business intel, business intelligence, eproposal, online proposal
