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USE CASES
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Marketing & Sales

Complex sales management portal

Support complex sales cycles by creating a workflow on top of CRM to create, adjust and approve business proposals, RFI, RFQ and tenders across multiple departments.
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Why using a Triggre portal makes the difference

Schedule and manage the comp of complex proposals like RFIs, RFQs or tenders

Create workflows to create, review, adjust and share documents

Get track of proposals in progress and who is working on it

Determine deadlines and make sure your proposal is filed on time

Manage company templates, presentations, logo’s etc in central place

Connect with CRM or other systems

Easily add AI to your processes
  • Improve sales outcomes by using an AI to analyze win/loss data, highlighting key variables leading to successful deals.
  • Boost sales efficiency thanks to an AI that customizes interactions with leads based on account insights.
Learn more about Triggre's AI capabilities

How real businesses put this use case to work