Crow Canyon Systems

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Sales and Marketing

Leverage your existing Microsoft Outlook, Office and the Web to Track and Manage Sales and Marketing requests.

CHALLENGE: The ability to get the deal, to launch a promotion or product often depends on teamwork and the ability for an organization to process tasks in a timely manner. Employees often still use manual processing (telephone, paper, fax) for sales requests (price quotes, proposals support) and marketing requests (collateral, campaign approvals).

SOLUTION: CCS Service Request - Sales is a powerful yet simple and efficient way to automate the tracking and management of the sales and marketing request processes. Employees submit requests from a variety of sources (phone, email, the web, and Outlook) and the tickets are routed to the right department or individual for assignment and fulfillment. Link in relevant forms, and policies, tracks time, costs, work logs and status throughout the process.

sales picture

Automate sales requests for assistance and information, marketing approval processes and routing.

Sales Requests:

Pricing Discount Requests
- New Quote Approvals
- Contract Reviews
- Proposal Approvals
- Customer Activation Process
- Customized Product Requests
- Customer Status Changes
- Sales Support Requests

Marketing Requests:

Product Discount Authorization
Marketing Campaign Approvals
Sponsorship Approvals
Print/Online Ad Approvals
PR Approvals
Program Change Requests
Marketing Collateral Approvals

CCS Service Request - Sales and Marketing Features

	Install in minutes on your existing systems
	Tickets can be submitted through email, web, Outlook or the phone
	Easily configurable to support your existing processes without IT assistance
	Automatically routes to responsible department or individual for assignment and fulfillment
	Assign to one or many staff, split ticket into multiple tickets
	Full approval and emergency notification features
	Access knowledge base, Outlook Calendars to set appointments, and link to any CRM or Contact database all from within the request fulfillment form
	Quickly identify overdue tickets, high priority status or any other filter with Ticket Views feature. Measure your success with full reporting capabilities

Immediate Benefits

	Increase sales and marketing productivity, by providing an easy to use, centralized point, for submitting F requests
	Improve department staff productivity by automating the request, routing and tracking process
	Reduce time consuming follow-up phone calls for request status and more information
	Improve efficiency and compliance by standardizing request procedures and process
	More effectively measure service levels, response times and costs for requests
	Get more return out of your existing Microsoft investment
	Significantly increase overall operational efficiency and employee satisfaction