Objectives

Standardize the steps that it takes to guide an ACCO sales member from estimate to proposal to booking. Allow for the visibility and democratization of lead information.

Goals

Required data fields and a a user-friendly walk-through to find and add equipment in database to a new or existing location, along with internal notifications, allow for the sales team to expedite their process.

Users

Members of the ACCO sales or marketing team working to create an efficient quick or detailed quote, monitor existing quotes, or create goals for future growth.