NGU Sports Lighting is a market development company specializing in Eaton's Ephesus solid-state LED sports lighting products. NGU Sports Lighting crafts the most innovative, energy-efficient LED sports lighting systems for sports facilities covering all levels of play: professional sports, collegiate sports, high schools, and local parks and recreation venues.
Streamline and accelerate the business proposal process
The existing business proposal process was a time-taking and herculean task consisting of a series of steps demanding intense manual involvement.
After all the data was fed into Salesforce, the team member had to copy the data fields and add them to the respective proposal document. Pulling off this task for multiple proposal documents was laborious and prone to data entry errors.
When a business proposal was all set, it was sent for internal approval by the team member. Keeping track of approval status, routing it, and doing follow-ups manually was a painstaking job.
After the proposal received a nod, it was sent to the client for signatures. Here, the team had no oversight on the proposal’s progress at the client’s side or information about their bottlenecks. The whole process was manually driven, and lacked control and transparency.
What further exacerbated the entire process was manually writing back the updated status of the business (converted or not) into Salesforce. Additionally, to check the success of proposals, the team had to manually perform the calculations to find how many proposals were signed and how much revenue was generated in a given period. All this had to be done, along with the management of 27+ proposal templates..
Make the whole proposal process self-functioning and powerful
Eliminate inconsistencies
Save time spent on repetitive tasks
Have tighter control and visibility over the process
Boost compliance
When the NGU Sports Lighting team met Revv, it turned out to be a game-changer for them. Here’s how the NGU team is leveraging Revv’s advanced document automation and eSignature capabilities to put the whole proposal process on steroids:
Seamless data mapping in a blink: With Revv’s data studio feature, no more copy-pasting of data from Salesforce to the proposal documents. The team can map the data fields with a few clicks without writing any code.
With Data Studio, the data fields in the proposal document in Revv are automatically populated with Salesforce data fields, and the proposal is ready for the next stage transition.
Effortless document creation: Creating a customized proposal and getting it moving is a matter of minutes with Revv’s form fields and rich document editor, enabling the NGU team to reduce the volume of templates from 27 to a handful.
Form fields facilitate creating placeholders for the information that needs business-specific customization, while keeping the rest standardized. To speed up the document creation process, the team selects the form-based template, opt for the right information from the form fields dropdown, or fill in the details in the form fields.
Intuitive and auto-driven internal approval process: Using Revv’s approval workflow feature, the team can define logic and rules that should trigger the workflow and how the proposal should be routed for approvals.
Once a proposal is ready with all the data sourced from Salesforce, Revv automatically runs the logic and routes the document to the respective approvers for their approval. Revv sends automated reminders to the approvers to take action on the document and notifies the sender on the progress of approvals.
Faster delivery and document closure with legally binding eSignatures: With Revv’s eSignatures, the NGU team intends to enhance the customer experience, empowering customers to electronically sign the proposals irrespective of their location or device, speeding up the proposal closure.
Automated reminders and real-time tracking: With Revv's automated reminders and notifications, NGU can do away with the tedious task of following up with clients for acceptance/signature.
By leveraging Revv’s ‘Activity’ feature, the NGU team can also keep a tab on all the actions taken on the document.
Automated system of records update: With Revv & Salesforce integration, the NGU team is streamlining the post-signature process, updating the Salesforce with the changed status along with the URL of the signed document.
A spot-on business proposal sent at the right time is crucial to closing a deal faster. The NGU team recognizes Revv as the backbone of their proposal process to achieve the following results:
Intuitive and self-driven process: Revv completely eliminates the need for manual data entry, email reminders, printed paperwork, and other time-consuming steps, and gives NGU peace of mind with the most sophisticated document automation system.
100% data accuracy: Revv leaves no room for data errors, slip-ups, or omissions, so the NGU team can deploy their documents confidently.
100% transparency and greater control: With notifications, reminders, and real-time tracking via the ‘Activity’ feature, the NGU team can go in-depth and monitor what’s happening inside their proposal process. Revv’s organized document repository enables them to access the signed documents - all this without any dependency on other team members.
Enhanced decision making with enriched data: With Revv, at any given time, NGU will have the ability to pull insights from their signed business proposals, instantly generate reports, realize the value of their deals, and optimize their business decisions based on the data points.
More productive and efficient teams: No more brainpower and valuable time lost over the manual management of business proposals. Revv boosts the productivity and efficiency of the NGU team, enabling them to channel their energy into more strategic initiatives.
Cost savings: The productivity gains by eliminating time-consuming and costly manual routines are leading to significant overall savings, making for a substantial return on investment (ROI).
