<img alt="" src="https://secure.leadforensics.com/29321.png" style="display:none;">

Getting tenders out on time is a constant pressure, but inefficient processes, unnecessary admin and the need for regulatory compliance slow you down.

You want to spend your time talking to clients and prospects; understanding their challenges and objectives.
However, research has shown that sales people spend more time looking for the information they want to share with prospects than they do actually meeting with them.
Our sales automation tools can help.

  • icon-15.png

     Up-to-date presentations, factsheets and brochures at your fingertips even when you’re on the move 

  • icon-49.png

    User-friendly Microsoft templates and content libraries make brand-compliant, accurate and professional presentations and documents easy

  • icon-17.png

    Online collaborative review and sign-off means faster content approval – so you meet your deadlines

  • icon-50.png

    Automated approval and archiving processes mean watertight compliance and confidence that you’re meeting FCA requirements

Common Challenges

Working with clients large and small has shown that Sales teams face similar challenges:

img9.png
icon-51.png
Pressure to meet ever-more ambitious sales targets
icon-52.png
The need to get tenders and RFPs out to tight deadlines
icon-53.png
Inefficient admin and processes that distract business developers from their focus – meeting their clients and prospects
icon-54.png
Ensuring pitch books and proposals meet compliance requirements
icon-58.png
Making sure sales presentations and proposals are on brand
icon-56.png
Admin overload – your focus on selling is hindered by inefficient and duplicatory processes

Our Solutions

We can solve these challenges!

img10.png
icon-25.png

Focus on selling to meet your targets

Remove the admin obstacles that distract you from your business development focus

icon-59.png

Achieve ever-tighter deadlines

DotApprove’s intuitive content management software speeds the production of sales documents, tenders, pitches and proposals
icon-35.png

Faster compliance approval

Online collaboration mean faster compliance sign-off – which enables you to get tenders and pitches out quicker
icon-62.png
Ensure brand consistency
Save time correcting non-compliant branding: branded presentation templates are locked down in RightSlide, while OnBrand does the same for your Word documents
icon-33.png
Data is current and accurate
Ensure only accurate data – AUM, performance figures, disclaimers, corporate information – are used. Watermark unapproved content to prevent non Compliance-approved documents and presentations
icon-34.png
Keep on top of a growing workload 
Keep track of multiple projects on user-friendly collaboration and project management software
  • 2017-05-12 15:09:11 Complaint-free selling – how to avoid falling foul of the FCA

     The Financial Conduct Authority recently published its latest data on complaints. The information covers the complaints the FCA received about the firms it regulates.

    Learn More
  • 2017-04-28 15:05:52 What are the 5 Sales strategies for success in a client review?

     Your client has decided it’s time to review their providers. You’re under pressure to retain the account. So what are the failsafe techniques you can use to convince them you’re the right firm for...

    Learn More
  • 2017-04-21 14:49:02 What are your chances of being replaced by a robot?

     You can’t have missed the discussions about artificial intelligence. AI seems to be everywhere at the moment.

    Learn More