Wedel Software has developed a new and improved approval system for its MediaSales Quote module.
The company says that it has replaced its old “points-based” system with a more intuitive and flexible process, with approvals based on any specified criteria, and with an unlimited number of approvers.
This means that when a salesperson creates a proposal and submits it within MediaSales Quote, an email alert is automatically sent to designated approvers, including credit approach or discount levels.
From there, the approver can simply enter the system and choose to approve or decline the quote. If approved, the salesperson gets a message telling them it has been accepted. Should the quote be declined, the approver is given a text box to provide an explanation as to why it’s been declined and this is sent straight back to the salesperson.
The salesperson can then immediately make the required amendments in order to quickly re-submit an updated quote. In addition, approvals can even be attached to different approvers for different criteria. For instance, a sales manager can sign off discount levels and approval for spots can be sent directly to the production manager.
Wedel explains that the entire process is customizable. Users can set the criteria, approvers, as well as the content of email alerts.
IBC Stand: 8.D92