Streamline Sales
Identify leads and track progress of assigned leads to increase sales opportunities and accountability.
Ensure Timely Follow-ups
Track and follow-up on project opportunities at the right time as they evolve from spec work to order.
Manage Sales Documents
Seamless track, review, and approve quotes, submittals, drawings, compliance statements, and other documents.
Seamlessly manage enquiries, quotes, submittals and orders.
IBIS Workflow Management enables the entire commercial sales cycle from the registration of enquiries, the issuance of quotes, the tracking of submittals and the booking of orders to be digitally managed.
Why this matters?
Running your sales workflow on a single platform exponentially increases efficiency.
Link your quotes to enquiries, projects, companies and opportunities.
You can register enquiries, quotes, submittals and orders against projects, companies, and sales opportunities.
Why this matters?
This provides visibility to sales activity across a project as well as all sales transactions with a particular customer and can generate more accurate and detailed forecasts that eliminate duplication due to multiple quotes issued against the same project or opportunity.
Manage internal approvals and track external approvals throughout the sales-cycle.
IBIS lets you simplify and expedite multi-level internal approvals of quotes and enables you to track the status of status and approvals of your quotes and submittals by your customers.
Why this matters?
A formal digital internal process avoids delays due to coordination - it provides greater efficiency, accountability and integrity. Tracking the status of quotes and submittals on IBIS provides transparency and clear visibility to progress across your organization.
On projects things keep changing but that’s not a problem if you can track revisions.
IBIS Workflow Management lets you keep a complete record of revisions of enquiries, quotes, submittals, and orders.
Why this matters?
Revision tracking helps eliminate confusion that occurs for everyone when paperwork is frequently revised.
Project sales is a team sport but it’s important to for everyone to know what they are responsible for.
IBIS Workflow allows ownership assignment of projects, companies, enquiries, quotes, submittals and orders to specific members of your team.
Why this matters?
Assigning ownership avoids lapses in sales coordination and ensures better performance of the sales team.
With BNC, we have complete control over who can view and edit project and company records. This has provided us with added security and peace of mind.
Chief Technology Officer
Fire Equipment Manufacturer
Consolidating our internal data with BNC's real-time Intelligence has helped us gain insights into our operations, providing us with strategic direction for business.
Chief Operating Officer
Modular Construction Company