Solutions for specific tasks

Tender search and work with companies

You need to find suitable tenders and pass promising organizations on to managers.

1. Set up a procurement profile and exclusion criteria
2. Check the selected companies and contact affiliation
3. Save the source, history and next step in the CRM

A working shortlist and company records instead of repeated manual searching.

Sales that preserve agreements

Communication history gets scattered across calls, notes, documents and reminders.

1. Transfer contacts and set up work statuses
2. Connect an agreed workflow for recording conversations
3. Collect materials, draft commercial proposals and tasks in the record

The manager sees the client's context and knows what action is needed next.

Documents without re-entering data

Specifications and changes have to be reviewed and transferred into spreadsheets by hand.

1. Choose one document type and examples of exceptions
2. Set up data extraction or matching on your own files
3. Set up employee review and handover of the result

Prepared data and a list of exceptions for review by a specialist. The scope of the solution is developed to order.