Accelerate Your Sales Cycle with Process Automation
Close deals faster and engage in more informative conversations with powerful sales process automation and a centralized client document repository.
Start New Business Off Right
Ensure client contracts are accurate when it comes time to sign with version controls that track changes to documents as they’re updated. Quickly close deals by routing contracts between parties for review as terms are negotiated.
Access Sales Tools from Anywhere
Give sales teams the tools they need to succeed by storing proposals, presentations and more in a centralized, cloud-based repository. Manage deals end-to-end by leveraging available integrations with popular CRM and digital signature solutions, such as Adobe Acrobat Sign.
Approve Requests Quickly
Enable sales to get started on initiatives fast with quick, prebuilt approval processes for travel and expense requests. Encourage the accuracy of requested information with easy-to-use forms that capture information digitally.
See What You Can Do With Laserfiche
Tradeshows
Give your team more time to focus on sales with automation tools that streamline travel and expense request processes.
Contract Negotiation
Route contracts seamlessly between stakeholders as terms are agreed upon, and track changes for reference.
Digital Signatures
Sign documents anywhere with digital signature integrations and route them directly to approvers with process automation tools.
Opportunity Tracking
Stay on top of opportunities in the pipeline with a centralized repository containing quotes, invoices, sales materials and more.
CRM Integrations
Manage deals end-to-end with CRM system integrations available on the Laserfiche Solution Marketplace.
“In any financial organization, executing client requests and operational processes accurately, swiftly, securely, within compliance guardrails, and fully documented, is a non-negotiable function.” – Vibhaw Arya, Chief Operating Officer at Shufro Rose
Featured Success Story
Shufro Rose Embraces Process Automation to Keep the Focus on Clients
Discover how this wealth management firm opens new accounts quickly while managing strict compliance regulations using process automation in…
Featured Resource
The Process Automation Buyer’s Guide
Learn more about the benefits of process automation platforms, and how you can procure the right one for your organization.
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