DocSales in Action @Concil

Time to Generate Sales Proposals Drops 90%

Industry:

Payment cards

Category:

B2B

Market:

South America

CRM:

Pipedrive

DocSales users:

13 (incl. Customer Service team)

Sales team:

5

Previous tools:

MS Word, PDF and scanner

Documents/month:

>100

Overview

Concil’s software helps companies of all sizes and industries better manage the financial elements of their operations. While their value proposition promised customers more efficiency, the company’s own sales process was anything but; sales reps created sales documents in MS Word, exported them to PDF, then expected clients to print it out and add an old-school signature. It was an unnecessarily complex journey for customers. After considering both DocuSign, DocSales and other competitors, Concil chose DocSales. Better e-signing, and pricing not based on the number of users were key to the decision. DocSales has sharply improved Concil’s key time-based sales metrics. With the time to generate a sales proposal reduced by 90%, reps can manage a much larger pipeline. 

Results & ROI

Sales Process:

“Sales reps save time to focus on what really matters: to sell.”

Prep Time:

Time to generate sales proposals reduced by 90%.

Experience

Rafael Oliveira

Sales Manager

“Before DocSales, our reps probably spent 10% of their week generating sales proposals. With DocSales, they don’t even spend 1%. Yes, the difference is that big.”

Software that Shortens Sales Cycles

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Proposals

Perfectly personalized for prospects without you actually having to do very much.

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Quotes

Error-free quoting. Confirm details with a SOW then share by email and WhatsApp.

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Contracts

Branding and fine print. An error-free, close-ready contract with the T&Cs and integrated e-signing.

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E-Signing

Closing convenience and security in a click. Simplify life for your customers and sales management.

Want to Learn More?

Schedule a live demo. Say hello.