salesElement: Customizable, Web-based Proposal and Quoting Software

Amit Dave, President

For organizations operating from multiple international locations, sales activities like proposals and quoting are often complicated by differences in currencies and fluctuating exchange rates. The New York-based firm salesElement focuses on streamlining such tedious proposal and quoting processes. The firm’s strength lies in its ability to tailor solutions to handle complex quoting, pricing, and proposal challenges that business organizations face every day. salesElement looks to understand each client’s unique business challenges, special quoting and pricing needs and provides an easy-to-use tool to meet their worldwide sales needs.

With salesElement’s web-based proposals software (seProposals), users create proposal and quoting content and present them in a visual, comprehensible manner within a short time. Due to its multi-language and multi-currency support features, the software is very practical for large MNCs who operate from various international locations. seProposals’ featured tools give users a high degree of customizability to meet their specific needs. Companies growing their sales team at a rapid pace can leverage salesElement’s software to streamline their onboarding process. It is relatively common in organizations, challenged with boarding, training, and support issues, that a new salesperson coming in may not know the product pricing or the product benefits the company wants to present. Via seProposals software, data needed to generate quotes and proposals are made available to the new salespersons to create a suitable quote or proposal that reflects the brand and solution accurately.

The firm’s strength lies in its ability to tailor solutions to handle complex quoting, pricing, and proposal challenges that business organizations face every day

Furthermore, seProposals seamlessly integrates into the user’s existing CRM systems. salesElement’s software goes beyond and delves deep into the CRM applications, where the data is integrated natively. The most prominent features of salesElement’s software are that they rely on existing CRM functions and methodologies, and offer an open API. The client’s CRM information is not duplicated or siloed, keeping it accessible to be shared with other downstream systems. The software directs data to flow where needed; thus, data is shared across multiple systems in real-time, feeding the user’s CRM systems with data needed to service customers. Amit Davé, President of salesElement, says the firm’s offerings represent “longevity” and “value.” “It is not a cool app that’s trendy and exciting today and gone tomorrow. We provide something that businesses need to thrive, survive, and win,” adds Davé.

salesElement works extremely closely with their clients, especially during the first few months, to ensure that the foundation of their software is well-established and the needs of the client are well-understood. salesElement has been helping a company in the solar power industry that wanted to grow their business and scale its sales team. Initially, it was a big challenge considering the highly complex and technical configuration of solar panels and related technology and services. With the help of seProposals, salesElement was able to calculate the right configurations and produce a bill of materials and parts required for solar panel configuration by looking at the customer’s electricity bill and their monthly average power usage. This was presented in an intelligible way for customers to understand and realize the benefits of solar installation. As a result, the client’s organization continues to grow with over 100 people in their sales team; the partnership is still in full bloom today.

Similarly, salesElement has served various other companies across different verticals in the past decade. The firm has empowered clients to give their customers an easy buying experience. Through their centralized, web-based software, salesElement has given companies the ability to scale beyond geographical restrictions. Going forward, salesElement plans to focus on mobile, tracking, and analytics technology, with a view to help clients to overcome any type of complexity.