Challenge:JMJ Associates, a leading provider of performance consulting services for Global 2000 companies, wanted to simplify the process of viewing and approving proposals. Until recently, the Austin, Texas-based consultancy used e-mail to circulate the proposals to each reviewer or approver, but with a growing business, e-mail volume became an issue. The company’s clogged e-mail servers meant JMJ was slower at receiving and approving proposals and, as a result, serving clients.
Solution:JMJ turned to ShareMethods, a marketing and sales collaboration software company. ShareMethods works with salesforce.com, a leader in on-demand customer relationship management services, to provide a central location for sales materials, all accessible from salesforce.com without logging into different systems.JMJ staffers were impressed by the integration of document management and approval workflow, and especially liked that the approval workflow notifies each approver when a new approval is ready and sends alerts when other approvers have submitted their approval. Among other features of the Web application: the current status of an approval is clearly visible to all participants, and document version control allows each version to be tracked and accessed. In addition, approval reports capture the entire approval history of a proposal.
Results:With just a one-hour training session for JMJ, the ShareMethods application was available for use. JMJ has been able to process its proposals quicker and to enjoy the benefits of having the complete approval history and all document versions tracked in one central location. "We have reduced the time and effort required to review and approve high-quality sales proposals and work plans for key prospects and clients, and greatly enhanced our proposal review and approval process," said Bob Allbright, Americas region sales manager at JMJ.