Park Street Solutions - Proposal Builder

Real Business Solutions
Sales Proposal Builder

If your product line involves tailoring your standard offerings to specific customer needs, our Sales Proposal Builder may prove essential to your operation. We provide a sophisticated and easy-to-use quote construction tool based on what may be at times complex selections of components. Often, enterprises require engineering support for their sales staff, slowing response to sales requests and adversely affecting competitive standings. Our Sales Proposal Builder puts an expert system of technical knowledge directly in the hands of line sales staff, where it belongs.

Park Street's Proposal Builder System (PBS)

Each company's sales process is unique. It has to be: the sales process is tied into every process, system, department, and individual in the company. Effective tools to support the sales process must be highly customized in order to achieve an appropriate level of integration.

At the same time, most companies have neither the resources nor the expertise to build a completely custom sales support system.

Park Street's Proposal Builder System (PBS) comprises a collection of pre-developed components that can be brought together to create extremely powerful, yet cost-effective, systems that streamline the sales process, empower the salesman with information, and facilitate sales management.

Sales Components

PBS is a completely Web-based solution that can support salesmen, distributors, representatives, and OEM's around the globe. Its off-the-shelf components include key sales capabilities such as:

Multiple-scenario finance calculations
Support for loans, leases, and other credit instruments
Credit application submission
Document printing
Document upload and storage
Real time customer, product, bill-of-materials information
Real time pricing, discounting, and availability
Customer file
Non-stock parts file
Distributor file
Configurator
Document library
PDF proposal generation
RFP/RFQ process
Spreadsheet library
Ad-hoc repoprting
Opportunity tracking
Funnel reporting

System Architecture

PBS is completely Web-based. It is intended for deployment by our customers, alongside their existing enterprise systems. PBS interacts with enterprise systems and their databases to deliver real-time information on customers, products, orders, and shipments within the sales support platform.

PBS uses Park Street's proprietary Zero Footprint Architecture to deliver powerful business functionality to system users without the installation of any software on their computers. This minimizes costs associated with maintenance and support and eliminates problems associated with multiple, incompatible software versions.

PBS is driven by a single, centralized database. This facilitiates information sharing and assures the availability of global information for management.

PBS uses role-based security to control the access of users to system fetures and to data from the database. Supported roles include:

Executive and sales management
Salesperson
Engineering and sales support representative
Distributor/rep
Customer

PBS incorporates Park Street's Ontx Knowledge Modeling technology. Sophisticated knowledge models and advanced product knowledge bases can be built and integrated with the SSS system.

The Customization Process

Park Street Solutions has been in the business of building sales support and executive information systems for almost a decade. The components of PBS are used daily by thousands of users. As a result, the components of PBS are robust, reliable, and easy to customize and integrate.

The customization process begins with extensive needs analysis. The involvement of stakeholders across the organization -- and, sometimes, reps, distributors, and other outside the company -- is an extremely important aspect of a successful implementation. Park Street's consultants are adults with real experience in the sales process, and are able to lead a highly effective requirements gathering process.

Customization typically involves limited participation from the company's technical staff. The most powerful PBS implementations are those that maximize the level of interaction with exisiting systems, and this is best achieved with the help of knowledgeable resources. It is not a requirement, though: for companies without in-house staff, or with limited technical expertise, Park Street is fully capable of investigating existing systems and building any required interfaces.

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