Digital Proposal Process for Export Consulting

The organization needed an efficient process for creating and approving export consulting proposals. Various internal and external departments had to be involved, including experts without direct CRM access. The calculation, review, and approval of proposals was to be system-supported, taking into account factors such as membership status, expenses, company size, startup status, and hourly rates.

Key challenges included: • Involving departments without CRM access in the calculation process • Automated approval considering absences • Consistent and error-free document creation • Integration of various internal and external service providers

In the existing CRM system, proposals can now be created with any number of line items. One or more service providers (internal, Swiss Business Hubs, external partners) can be assigned per item. To enable experts without direct CRM access to participate, an Excel export and import process was implemented. This allows calculations to be processed externally and then reintegrated into the system.

A particular added value comes from the approval process, which checks the availability of responsible persons directly via their Outlook absence status. This ensures that proposals are always reviewed and approved by the responsible regional managers or their deputies – even during absences.

Finally, Documents Core Pack generates a professional proposal that is automatically enriched with all relevant information about products, terms, and responsibilities.