IT services sales: Record sent invoices and proposals to CRM
IT services sales: Record sent invoices and proposals to CRM
Sales reps in IT services lose invoice and proposal context, causing stalled deals. So reps always have the CRM record and PDF to follow up and move deals forward.
Overview
IT services sales lose momentum when invoices or proposals aren't tracked properly—deals stall and audit trails gap. This workflow ensures every sent document is logged in the CRM and saved to a shared drive, eliminating record gaps and giving reps documented evidence to progress deals. The result is faster follow-ups and cleaner deal records during sales cycles.
Notable Features
- Create CRM record for each send
- Save PDF to shared drive
- Attach drive link to CRM note