Integration with OMS

ProposalSmartz generates proposals that are compatible with popular Opportunity Management Systems (OMS) like Goldmine, Outlook and ACT. You can also integrate your proposals with these OMS and import your contacts from them into ProposalSmartz.

Print, copy onto a CD or post online

Print or post the proposal on a secure or un-secure website. If your client wants it on a CD, oblige him.

Remote Presentation

Walk your client through the navigation of your proposal remotely in real time. Direct your client according to the viewing sequence and priority you want as he views the proposal.

Proposal Tracking Reports

Probe your client’s mind by tracking the pattern in which he viewed your proposal. Know which sections he saw, in what sequence and how much time he spent on each section.

Sales Tracking Reports

Track the individual performance of your sales reps, and identify the top performers by tracking sales performance, sales probability, sales teams and proposal values.

Multi-lingual Formats

The flexible product architecture will also support multi-lingual formats at a later date if you so require.

Your proposals and information are totally secure

Store company and proposal data securely with our world class security infrastructure.
   
1 | 2 | 3  
Overview | ProposalSmartz Features | How it works
   
  Netsmartz 2008, All Rights Reserved I Terms and Conditions I Privacy Policy I Sitemap