DocSales in Action @Santos

Outsourcing Firm Finds DocSales Ideal System
for Closing New and Recurring Business

Industry:

Accounting and taxation

Category:

B2B

Market:

Brazil

CRM:

None

Sales team:

10

DocSales users:

14

Documents:

Proposals, contracts and tax returns

Customer since:

March 2019

Overview

For more than 20 years, Santos Assessoria has helped its clients prosper as an outsourced solutions source. Whether it’s accounting, taxation, HR or business management needs, more than 500 Brazilian companies know Santos as a transparent and ultra reliable partner. With a hectic mix of new sales leads and reliable recurring business, the company’s sales team needed a flexible sales automation solution reps could use for any type of new business opportunity or recurring client need. DocSales has delivered, whether the use case is confirming a half-day of IT consulting or closing an expansive six-figure consulting engagement. Santos Assessoria, a company that built its reputation on personalized service, is finding growth with the perfect sales platform to personalize sales.

Experience

Wilson Matos

Sales Manager

“DocSales is the dorsal spine of our sales department.”

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.