OMI airSlate Management

Account management

• Account managers are responsible for providing active customers with ongoing support and retaining them. Account management automation allows managers to get a notification once contracts are near their expiration date, send messages to specialists responsible for retaining highly valuable customers, automatically send emails with new offers and opportunities, and much more. There are several other important processes that can be automated for the benefit of account management:

Sales quotation process

• Sales quotation is a complex process that requires full attention from sales managers. To simplify and streamline this process, managers can use workflow automation tools. You can create a more precise quote supported by the information from the product catalogs and pricing books via a single platform.

Contract management and e-signatures

• Workflow automation solutions help account managers to negotiate and sign contracts faster. Managers can use a single platform to create, edit, and e-sign contracts with their business partners and customers in real time. It is also possible to enable notifications to track contract execution and expiration dates.

Sales processes & Order management

• Both sales managers and sales representatives have everyday tasks that can be easily automated, thus eliminating any human interactions. For instance, sales managers need to keep control of their sales reps and provide education for their teams to improve their professional skills. Instead of making everyday appointments, sales managers can provide salespeople with access to training materials via a single dashboard. Meanwhile, automation tools can help sales reps create email templates and follow-ups that will be sent out to customers automatically, as well as track and fulfill orders via a single platform.

Customer support

• Responding to your customers’ requests and issues quickly and efficiently is one of the most important aspects of customer relationship management. With the help of workflow automation, customer support teams can address issues to the right specialist and notify relevant managers, change the client’s request status, and keep track of the problem-solving process.