Callidus Plan Communicator for salesforce.com
Eliminate lengthy and error-prone processes for managing paper, fax, and email-based acceptance of plan documents.
Callidus Plan Communicator dramatically accelerates the process of rolling out a sales plan to the field and gaining acknowledgement from each sales person. With Callidus Plan Communicator, organizations can now transform the sales plan approval process, so that it’s completely online and in real time. It saves time and improves productivity by eliminating manual processes (fax, paper, e-mail) for managing, auditing and tracking sales plan acceptance.
Callidus Plan Communicator for salesforce.com and Callidus customers is available FREE for a limited time only!
Callidus Plan Communicator integrates tightly with salesforce.com, and is a 100% native force.com application. It enables plan review and acceptance to become a blended part of a salesperson’s everyday salesforce.com desktop. This provides salesforce.com users with integration to their organization hierarchies and to Callidus plan data, for a seamless user experience that enables improved system adoption — whether they’re in the field or in sales operations.
Key Benefits:
- Increases sales efficiency and effectiveness by eliminating lengthy and error-prone processes for managing paper, fax, and email-based acceptance of plan documents
- Improved adoption — Access via salesforce.com ensures a seamlessly blended user experience
- Empowers sales and management with more time for core client-facing sales activities
- Increases time for sales operations to focus on key strategic business management initiatives
- Easily deployed – 100% native to salesforce.com
Key Features for Sales and Operations
- Streamlined communications, reviews and approvals
- Accelerates sales plan roll out and tracks acceptance of plan documents from the field
- Eliminates need to receive acceptance plan documents by email, postal mail or fax
- Ensures immediate notification of new plan, or any changes to existing plan
- Automated processes, workflows and reports
- Enables creation and upload of plan or other related document templates
- Generates actual plan documents (analogous to mail merge)
- Publishes the plan documents to specific users and roles via salesforce.com
- Regenerates and redistributes plans to accommodate plan changes
- Provides status reports on deployment and acceptance of documents
- Includes auditable plan acceptance and plan archiving
- Ease-of-use and seamless integration
- Integrates tightly with salesforce.com organizational hierarchy
- Accessible via salesforce.com every day desktop
- Easily downloadable for immediate access and use
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