Advansale help the Outsourced Services' Providers duly streamline their Business Development transactions: From Lead generation, qualification & approval to creating scope of works summary and producing detailed Quotations, in response to tenders and RfPs, and without ever resorting to complex, error-prone MS Excel sheets-based models.
Advansale help the Outsourced Services' Provider hit his sales target. it drastically helps cut the time it takes the client to treat Leads while, in the same time, generate detailed Quotation. This reduction in time means that the Business Development team can take on more leads while improving the chances to landing contracts. The saved time can also be allocated to conducting more internal review sessions before bids are tabled to the clients. As an added value, the effectiveness of the business development team members: turnaround time for treating, reviewing, and finalizing Leads, Opportunities and Quotation, can easily be measured;
Advansale very much function as an easily-accessible central depository of all Leads/Opportunities/Quotations generated by the Outsourced Services' Provider , which makes it extremely easy to retrieve past information (typically past Quotations details), when past scope of works are re-tendered as part of new RfPs; Advansale, being this central depository, capture the client's customers information, inclusive of the contact details of their representatives as well as their buying criterion: Price, Service Breadth, Financial Health, Specialization…. All interactions with the client's customer, throughout the business development cycle, are thoroughly documented on Advansale;
Advansale help the Outsourced Services' Provider create a summary for RfPs & tenders, whether simple or complex, that thoroughly capture important details, ranging from scope of work to SLAs, to KPIs, to CMMS/CAFM & helpdesk arrangements, and finally to assets & location registers. These summaries are insightful, yet very easy to navigate;
Advansale enable the Outsourced Services' Provider to upload various attachments (documents, pictures....)to Leads, Opportunities & Quotations. Assets Registers, for example, can be uploaded as attachment to Opportunities. These uploaded documents are retrievable at all times;
Advansale help vastly improve the quality of the proposals the Outsourced Services' Provider submits to his clients: Indeed, the Quotations on Advansale come with two important documents, which are automatically generated on Advansale when Leads are treated:
Advansale allow the Outsourced Services' Provider to upload their catalogue of offered services. Service Lines and pertaining Activities' Libraries can swiftly be created on Advansale, so that they can be called upon to produce Quotations for the approved Opportunities.
Advansale enable the Outsourced Services' Provider to upload asset and location specific survey questions. These questions are then automatically displayed when the Opportunity's survey is being conducted, should this Opportunity be linked to the aformentioned assets and locations. The answers to these questions, directly captured on Advansale, make up the Survey Report;
Advansale generate detailed estimates of the daily manpower cost that is chiefly and directly linked to the planned and ad-hoc tasks the client have decided to include in his proposal to his customer. Advansale, in the case of Leads that involve repeated tasks, generate Daily Work Programs, such as Preventative Maintenance Plans, based on the client-chosen Activities;
Advansale come with a life-long support agreement that enables our clients to request and obtain their own customized version of Advansale. Our clients will, of course, benefit from all the enhancements, patches and upgrades that we will tirelessly bring to Advansale, so that it stays very relevant and very user-friendly.
Advansale help establish cost estimates (Quotations) without ever resorting to complex, error-prone MS Excel sheets-based models which, more often than not, provide unfinished, undetailed estimates. These Quotations, which in effect are Budget P/L, include costing elements ranging from manpower, to logistics (transportation & staff accommodation), to spare parts, to bonds, to amenities, to tools/machineries, to IT and to subcontractors. For example: logistics costs are estimated with the help of Google: Enter the client’s sites and those of the manpower’s accommodation... and voilà.
Sales (Actual & Target) Guages & Leads, Opportunities & Quotations Numbers Screenshot
We specialize in developing IT solutions that, primarily, support the delivery of operational services.
We cater for the needs of The Providers of Outsourced Services that are keen to bring under control all their Business Development transactions from Lead generation to the Bid/No Bid decision and, finally, preparing Quotation. Advansale come with its own approvals' ecosystem that makes it easy to review submittals and approve or reject them, as the case may be. The Outsourced Services' Providers such as Facilities Management companies, Technical Services companies, Industrial Maintenance companies, Operations & Maintenance companies, Home Maintenance companies, Food Catering companies, Janitorial Services companies... can use Advansale to be in position to timely and effectively prepare fully documented commercial proposals for their bids.
Advansale help the Outsourced Services' Providers hit their sales numbers. Advansale is a web-accessible, role-enabled, subscription-based platform that manages all things related to business development for companies that deliver Outsourced Services. Examples of transactions that can be handled on Advansale include recording clients' information & buying criteria; logging interaction with the client's customers; Leads generation & approval/rejection; Opportunities approval/rejections; Quotations generation & approval/rejection; Submittals to clients; creation of daily work programs; publishing of site survey reports; preparation of sales reports....
A User’s Agreement is first signed with Advansale, following which a cost-free 30-days trial period starts. Our customers can start fully utilize Advansale from the minute they have accepted the User’s Agreement. There are no restrictions with regards to the number of users or their roles that any client can assign to his employees.
Before Advansale can be used, the Outsourced Services' Provider must first replicate, on Advansale, its own Operational & Business Development set-ups. This is executed in few successive quick steps:
This is needed so that Leads, originated through an internal channel (i.e. employee), can be credited to these employees. There is no limit to the number of employees added to Advansale by the Outsourced Services' Provider. Employees and their respective roles can be created by those holding the role of SYSTEM ADMINISTRATOR or, if deemed more convenient, directly by us, once we receive the required information from the client.
To foster transparency, governance and role ownership, Advansale is established as a role-enabled platform. It allows different employees to hold multiple predefined roles*. Though there is no limit to the number of roles that can be held by any of the client's employees, the assignment of the roles needs to be carefully executed to preserve governance. By default, all employees granted access to Advansale (i.e. holding any one of the Advansale roles) can create Leads, though they can only view the ones that they have created. They can't see Leads created by other employees to restrict the risks of data leakage.
These master data represent the information that underpins the delivery of the Outsourced Services by the client. In short, these master data are made of:
Advansale come out of the box with few hundred of Service Lines, Assets/Locations, Activities and Tasks. However, it goes without saying that these master data, which are are only accessible by the Outsourced Services Provider's authorized employees, arefully updatable at will by the client.
Once the set-up is complete, the Outsourced Services' Provider will unlock the power of Advansale to manage and track every aspect of his sale's cycle. The costing capabilities will enable the Outsourced Services' Provider to drastically reduce the time it takes to produce a detailed cost estimate. the time saved can be put to good use: run different simulations, better assess the risks associated with the Lead....Additionally, the costing exercise will deliver two important documents:
Both documents can be attached to the commercial proposal, sent to the client, to enhance its quality.