Implement time savings in Sales

Create and send a quote using low-code

Low-code is an emerging software development technology, which is increasingly used to easily design applications. Low-code uses pre-existing building blocks, so you can easily create interfaces yourself. 

Because existing building blocks are used, the chance of errors in your application is minimized. Low-code is ready-to-use, you don't have to take the time to code programs yourself. 

Fast, user-friendly and easy to understand

Low-code is fast, user-friendly and easy to understand. Unlike programming with programming languages, low-code follows the "what you see is what you get" principle. As a user, you immediately get to see what your designed application looks like. 

Quotation preparation simplified

An example of a low-code application could be for creating and sending quotations. With the help of low-code, the process of drawing up a quotation is simplified to filling in built blocks. 

Handing over repeated, time-consuming operations

Creating and sending quotations separately can take a lot of time, but with low-code this repetitive, time-consuming operation can be taken off your hands. Instead of drawing up every proposal from scratch, low-code gives you the opportunity to work with predefined building blocks. These building blocks are easy to use. By dragging and dropping the blocks, you can quickly design an interface without complicated and time-consuming programming.

Save time creating and sending quotes  

Save yourself the time and effort to build everything from the ground up and take advantage of the benefits that low-code can offer you. 

Send order confirmations via Robotic Process Automation

One of the tasks within a sales department in which Robotic Process Automation (RPA) can help with is sending order confirmations from the administration to the customer.

Order confirmations are an important part of the sales process. In this document, the customer is informed about the details of their order. You can think of the ordered items, the prices and expected delivery date.

Automate repetitive sales tasks
Automatically email quotes to the customer
Ensure better customer contact through more overview

Automate repetitive and time-consuming tasks

Robotic Process Automation can program a robot to collect the data of an order, automatically create an order confirmation and send it.

The robot performs this task without the intervention of a human, making it much faster and more accurate than when an employee does the same task. The robot can gain access to the company system in which the orders are kept. The robot can then collect relevant information, such as article numbers, prices, delivery times, etc. This can be done with a template designed to fill in the data and position it in the right place. This gives the order confirmation a correct and professional appearance.

Automatically send e-mail with quotation to customer

The order confirmation can be automatically emailed to the customer by giving the robot access to the company's email system and attaching the generated PDF to the email. Accuracy and speed in the sales process are crucial for processing a larger number of orders. RPA is also very consistent and executes a command in the same way over and over again. It is important with RPA to use as much human communication as possible where possible to keep the sales process human.

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Quotation / order approval if necessary with BPMN

Approving an order confirmation is the most important step in the administration process. The approval sets the production process in motion and ensures the achievement of turnover.

The approval ensures that customer orders are started and processed on time. This ultimately ensures customer satisfaction and business performance. 

• Better mapping of sales processes
  Improve sales department efficiency
  A better regulatory compliance

Mapping and analyzing processes

To optimize the process of approval of order confirmations, Business Process Model and Notation (BPMN) can be used. BPMN is a process modeling standard used to visualize and define steps in a business process. By using BPMN, companies can map and analyze their processes.

Efficiency and effectiveness of a sales department

This leads to an improvement in the efficiency and effectiveness of a sales department. The BPMN model works as follows. An order arrives at a responsible employee or department. This person checks the order for correctness and forwards it to the manager. This approves the order or sends back corrections. BPMN provides structure and clarity within the process between different employees.

Better regulatory compliance

In addition, BPMN ensures better compliance with regulations and it also ensures that no steps in the process are skipped. With BPMN, the process can be even better monitored and analyzed, so that bottlenecks can be found and improvements can be made. Companies can continue to take advantage of these technologies from Nimble to optimize their business processes and remain competitive in the market.

Using Artificial Intelligence in sales

Artificial Intelligence (AI) is the ability to 'teach' a machine with human-like skills. Not just stupid arithmetic, but intelligent arithmetic.

Not to make the life of that machine more pleasant, but with the intention of strengthening the capacities and contributions that humans make by leaps and bounds. The computer receives (large amounts of) data, processes it and 'reacts' to it itself with non-human actions. An AI system analyzes the effect of previous actions in record time and is thus able to adjust its behavior itself, to a certain extent. Of course you have to make use of that!

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Using Robotic Process Automation in the sales department

Robotic Process Automation (RPA) focuses on robotizing repetitive, digital tasks within the sales department. That means: a better and more efficient way of customer contact and sales.

Doing the same amount of work in less time, minimizing the chance of mistakes and maximizing happiness at work. You gain valuable time with it. Time that you can use for other, more valuable and challenging tasks.

• Automate quote creation.
• Increase the number of accounts per employee through better efficiency. 
• Ensure better customer contact through a better overview.

Read more about the way RPA can improve your organisation