Capital Incentives

System Functionality:

Proposals Management Reports

The Results

• Time savings - proposals now take 1 hour as opposed to a whole day
• Consistency of documentation across the sales team
• Visibility of the proposal pipeline and audit trail
• Vastly improved accuracy of proposal content

Full Case Study

Capital Incentives, a member of the global giant Accor Group of Companies, is a world leader in Incentive schemes and reward and recognition and loyalty programmes. They introduced ProposalGENie into their sales operation in 2007.

Experience with ProposalGENie

Productivity

Prior to ProposalGENie’s introduction, writing a proposal was a laborious task which could take up to a day to complete. The writer needed to go to several departments to collect information. Now, because all the information is up-to-date and held in one repository, it takes no more than one hour to complete a proposal.

Use of Time

Account Managers no longer write proposals, this is now done by a sales administrator from the key points provided by the Account manager. This change has given the Account Manager more time to spend in front of clients.

Control

Sales management now have a complete overview of sales activity at the touch of a button. The management reports are now used for the monthly presentation to the Board on sales activity and performance.

In general terms, Capital Incentives report the following changes in their sales proposals:

• A big improvement in the consistency and professionalism
• Increased accuracy of content, and a document free of grammar and spelling errors
• Total visibility of their sales pipeline
• Users state that they find ProposalGENie very user friendly