Sales Deal Workflow

Sales Deal Workflow powered by Sedona Technologies allows you to have all of your sales forms in one location.  When you incorporate Sales Deal Workflow into your business, your processes are streamlined and your sales completions are faster.

With the click of a button, email alerts are sent to staff that the deal is in need of attention.  Managers can then follow the deal through the entire sales cycle addressing important issues as they arise.  Sales Deal Workflow improves internal communication and provides managers with real-time tracking.

Sedona Technologies Sales Deal Workflow allows you to:

• Share customer deal information across your entire organization
• Enter data into one form which automatically updates all forms
• Directly archive and retrieve data and forms from PerForma
• Integrates with Sedona Technologies' Sharepoint Services
• Utilizes the "auto calculate" and "auto form fill-in" features simplifying the data entry process, thus reducing mistakes
• Scan or add documents directly into the deal packet
• Link directly to company forms
• Create and customize your own forms

For more information, dowload the PDF

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