6 Digital Solutions For Sales Leaders – Caribbean Tech

6 Sales Team Solutions
Sales departments are spending less than 35.2% on selling and 64.8% on non-revenue generating activities including administration (Ken Krogue, Forbes.com).
However, thanks to SCG’s innovative awarding winning sales technology, many Caribbean businesses are now able to affordably adopt global-best-in-class technology to digitalise and automate their sales operations transforming the sales cycle. We look at 6 ways SCG can help your sales department to be more efficient and effective.

1. Digital documents
Paperless, secure documents & contracts
Creating, tracking, distributing and managing sales documents is a key administrative task especially for complex sales cycles so as a personal loan, life insurance policy, car sale, property lease, broadband contract, goods warranty and other similarly complex transactions. E-documents enable you to void printing, signing and scanning documents, manually filling documents and duplication of document production as well as tracking distribution internally and externally of documents for approval and execution.

Key benefits:
1. Reduce time producing sales documents.
2. Easier distribution and editing.
3. Improved review and data management.

2. Seamless signature capture
Accurately capture all required signatures
Capturing signatures from customers and staff, with either single or multiple parties to a contract, KYC/ AML form, declaration form, onboarding or other sales document is a core part of any sales process. Being able to automatically request, remind and capture signatures digitally, remotely or in person is essential for sales teams and the right e-signature solution can make this easy, even sending automated reminders for unsigned documents and creating auditable signature certificates.

Key benefits:
1. Sign anywhere either remotely or in-person.
2. Track signatures and automate reminders including for multiple persons.
3. Integrated with your CRM record for improved compliance.

3. Pricing approvals
Get the right price for customers, faster
Ensuring the right pricing and approvals for costs and discounts can be a time-consuming process for sales teams and managers. Digitalising rules for discounts and pricing can increase online and automated pricing for new sales within thresholds and business rules, reducing the need for manual approvals which can also be made faster with digital requests and referrals all tracked via CRM.

Key benefits:
1. Track pricing, discounts and quotes for increased transparency.
2. Auto apply limits and refer quotes for approvals enforcing pricing rules.
3. Streamline pricing and integrate with e-documents and CRM.

4. Remote Document Capture
Get customer documents and data, faster
Collect customer documents and data faster and more securely including AML, PEP, KYC and other required supporting documents. Simply request documents in-flow or via secure weblink send via SMS or email enabling customers to see what they are required to send and to upload them instantly from any device.

Key benefits:
1. Reduce time tracking documents from customers.
2. Improve customer conversion and onboarding rates.
3. Securely collect customer documents anytime and anywhere.

5. Lead and opportunity management
Free up time for sales to do what they do best
When sales reps are loaded with paperwork and administration, they’re not selling.
Reduce and remove manual sales and opportunity management in your operation with a single CRM and Workflow Management System that is integrated into your customer channels and thus avoiding siloed data and duplication of systems and costs.

Key Benefits
1. Reduce costs and technology duplication.
2. Manage all teams, leads, data and channels on a single platform.
3. Improve compliance and reporting.

6. Customer communication
Get customers what they need in a click
Processing a sale can require two-way communication and transfer of data, documents, pricing and signatures between your sales team and the customer. SCG’s solution track the transfer and receipt of all requests, data and documents enabling better customer handling.