SDA is a hidden gem. It is a must-have for our partner channel. When our partners see this scope of work they know it is good, it is clean, it is something they can go to the bank on.
Reston, VA (PRWEB) November 03, 2016
CorsPro announced today that Communication Resources, Inc. (CRI), a premier professional services company for unified communications, has chosen CorsPro’s Sales Doc Architect (SDA) software for their professional services contracting scopes of work and Avaya direct sales proposals. CRI subcontracts their professional services to other unified communication resellers and experiences a greater volume of quoting on their partner side of the house. With CorsPro’s SDA, they are able to quickly create accurate and competitive scopes of work.
After many years of using a previous solution for their scope needs, Paul Leatherman, CRI’s Chief Technology Officer, found the upkeep to be unwieldy and the content stale. The solution being used produced a static document that allowed no room for the various combinations of professional services offered to its resellers nor the ability to further customize a scope of work.
Because SDA is built on the Microsoft Office platform, the CRI sales team can now dynamically build highly customized scopes of work. The answers to a workflow of questions are fed into the Excel portion of SDA’s desktop application that are then translated to a Word document output. Leatherman shared his enthusiasm for SDA by stating, “Whereas our outputs were in a static PDF format, today’s Word output allows our partners to easily include our scope in their proposal and scope of work. SDA empowers our sales team to do more, quickly and accurately.” He also stated, “Furthermore, we are able to define dynamic tables in the output that shows what is and is not included in the scope. It is very easy for our partners to assess if they are getting what they asked for – eliminating any misconceptions and exposing them to things they may not have known was available.”
Leatherman worked closely with his lead software engineer Joe Sabatini and created a Google form and linked it to SDA utilizing the Google Forms API. Per Leatherman, “The beauty of working with Google Forms is anyone, anywhere can get access and easily follow the prompts to answer the required questions.” Once all the information is in the form, a notification is sent, and a CRI Sales Consultant can import the information via the import utility. Accurate information is pulled in without any second-guessing or potential data entry errors. This “self-service” model educates CRI’s partners so they can make smarter requests. CRI sales members review the request to ensure it is a valid request and if something looks incorrect, they immediately reach out to the reseller.
Working closely with one of his engineers, Leatherman created an API with Google Forms whereby partners follow prompts to provide required information. That Information is then automatically fed back to SDA to create a partner scope of work. This “self-service” model educates CRI’s partners so they can make smarter requests regarding the qualification information they need to gather. CRI sales persons review the request to ensure it can be fulfilled and if something looks incorrect, they immediately reach out to the reseller partner.
“We love working with our clients and learning how they use SDA in new and unique ways,” shared Brian Cors, President and CEO of CorsPro. “Our typical client works directly with a customer. CRI, on the other hand, works with their reseller partners, providing them a scope of work that can be seamlessly included with the reseller customer output. It is really exciting to see how the API between Google Forms and SDA works to achieve this for CRI.”
According to Leatherman, SDA has raised the bar for the quality and polish of the scopes of work. It allows greater productivity from the sales team and provides a robust, well thought-out scope of work that is easy to understand and eliminates questions and mistakes. Leatherman summed up his thoughts with, “SDA is a hidden gem. It is a must-have for our partner channel. When our partners see this scope of work they know it is good, it is clean, it is something they can go to the bank on.”
For more information of CRI’s unique use of SalesDoc Architect and its API with Google Forms, visit the CorsPro website. And to learn more about how CorsPro and SalesDoc Architect can transform your sales process and help you sell more in less time, please contact our team today!
ABOUT COMMUNICATIONS RESOURCES, INC. (CRI)
Headquartered in Farmingdale, NJ, CRI is the premier VMware Virtual Solutions and Unified Communications specialist, providing Real Time Innovative Solutions. Established in 1990, CRI has a wealth of experience in the messaging industry and has grown to become The Premier Professional Services Company for Unified Communications. CRI is also the Industry leader in Virtualizing UC.
CorsPro is the developer of SalesDoc Architect™ (SDA), which transforms how project-oriented technology integrators configure, price, quote (CPQ) and propose their solutions. SDA integrates with leading CRM solutions and manufacturer tools. It enables companies to produce differentiated proposals, statements of work and other sales documents with just a few mouse clicks.