• Generate in-depth, professional and customized sales proposals and presentations… in minutes, literally.
• Automate the creation of Profit and Loss summaries and contracts for each prospect
• Track multiple versions of a Proposal, P&L, and contract - and stamp each version by date/time and author of the changes.
• Create accurate pipeline reporting – based on the proposal process.
• Collaborate among all of the people in your organization that should be involved in the proposal process: Marketing Departments can modify proposal templates, Financial teams can modify prices, sales people can add details based on meetings with the prospect, Service Teams get project and / or product delivery schedules

What you gain:

• Better looking, more professional proposals
• Consistent marketing messages and brand presentation at every critical touch-point with prospects.
• Reduce time spent on administrative tasks, spend more time meeting the needs of your prospects and clients.
• Track the effectiveness of your sales team's efforts with each new prospect, or generate reports based on region, quarter or prospect type
• Provide superior customer service - as the result of a more informed organization while prospects become clients or customers

SAFE accelerates your ability to:

• produce better, customized and professionally designed marketing materials and proposals
• hare prospecting information with various departments
• provide an efficient hand-off to the internal team that is going to service the new customer

SAFE works as a stand alone application as well as with a client’s existing CRM software. It is used to enhance interaction and communication with prospects and integrate information and software with other departments in the enterprise.