Look at that chart.

Just look at it!

That, according to Wired magazine’s Danger Room blog, is the Pentagon’s craziest PowerPoint slide.

It’s the The “Integrated Acquisitions Technology and Logistics Life Cycle Management” diagram, which purportedly describes the Pentagon’s process for developing, testing and acquiring new gear.

Stare long enough, and you’ll start to see why it takes a decade for the Defense Department to buy a tanker plane, or why Marines are still reading Web pages with Internet Explorer 6.

I recall a previous project of mine that involved seven different companies, each with its own agenda. I sat down and committed the project’s approval process to a PowerPoint slide, which I humorously titled “How a Bill Becomes a Law.” At the time, it was the ugliest thing I’d ever seen, with flow-chart lines going everywhere. But of course it was nothing compared to that Pentagon slide.

Does anything in your business resemble it?

We talk a lot about “personal productivity” and “lifehacking,” but we don’t spend enough time on company productivity, measured by the time it takes to turn a quote into an order, and how many steps are involved. And think about the steps it takes for a customer who wants to buy your product to get back to you. Print the quote. Sign the quote. Scan the quote. Get the scan into an email. Write the email. Send the email. Every step representing a moment where the customer can reconsider their decision.

Quosal and Quosal for ACT! will help you streamline this process, making it easy for your sales staff to get your approval, and Order Porter will make it even easier for your customers to say “Yes.”

But it’s all going to come down to you. How many flow chart lines can you delete from your process?


 

What does it mean to be “seamless?” In business software, we talk about a seamless integration, a seamless experience or a seamless workflow.

At Quosal, we’re constantly striving for seamless. We’re always looking for ways to remove the interruptions. It’s at the core of our experience. Quosal can turn quotes into ConnectWise service tickets. Quosal for ACT! can work independently of ACT! — you don’t need to remember to start one and then the other. Quosal saves everything in the background — there are no save buttons or error prompts asking you “do you want to save your changes?”

Let’s put some more stakes in the ground.

You should go from point A to point B without noticeable obstructions. There is no “point A-point-five.”

You shouldn’t have to start over when you move from one channel to the next. Everything contiguous.

The user should be thinking about the problem and not the tool. Carpenters drive nails — swinging a hammer is beside the point.

The system should have multiple component parts and interact with multiple systems — and the user should neither notice nor care.

Finally, here’s what seamless isn’t.

Seamless doesn’t mean I change my process to match your software. Don’t ask me to change to avoid your interruption of service. Providing a seamless experience doesn’t mean you force everyone to wear togas.


 

Do you feel that you have a good understanding of the value of your quote and proposal processes to your company? Is it something you’ve really thought about?

I’m going to challenge those who might answer “yes.” The first challenge: You probably haven’t thought about it that much. The second challenge: You’ve probably dramatically underestimated that value.

The value of these processes is direct, daily and in some cases, virtually inestimable, as they enable and unblock the growth of an organization. They relate directly to the image of your organization — the customer perception of professionalism and quality. The accuracy of quotes and proposals leads to good, win/win business. Overall organizational productivity can be dramatically and positively improved.

All of this can be worth tens or hundreds of thousands to a company, yet some are unwilling to invest as little as the price of a laptop and a few hours of time, while others may purchase the lowest-priced solution to save a few hundred dollars.

What is the right investment?

There are three investments you should consider when improving the infrastructure of your organization in the area of quote and proposal automation.

1. The investment in your quoting platform and tools.
2. The investment of *your time* in full and proper implementation of that platform.
3. The investment in professional services that gets you all the way there, cost effectively. Being cost-effective also means an appropriate and effective use of your own time.

We work with many companies that really need (and would greatly benefit from) investment in all three areas, but invest in only one, or perhaps two. This will not lead to maximum ROI, and may not even lead to basic success.

Under-investment in your quote and proposal automation can negatively impact your business for years to come, since most of us tend to live with mistakes far longer than we should.

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