Accelerate Your Sales Team Efficiency with Dragonfly

Manage leads, quotes, bids, & product information.

Empower your sales team with a secure platform to manage product information, price lists, customer records, and sales resources.

Why Dragonfly Software for Sales Teams?

We at PhaseAlpha have been developing solutions for sales reps for years. Many sales people tell us that their CRMs are not liked because they require too much time entering information, they are not customizable, and they have a poor phone app.

Dragonfly is different. It can be configured to track the information you need while minimizing the input required.

Plus, it has a full document management system that organizes all those agreements, quotes, spreadsheets, orders, warranties, POs, Invoices organized by customers, projects, opportunities.

It is designed for the sales, operations and administration departments to easily share information so that everyone saves time and frustration.

Centralized Product and Client Data

A Single Source of Truth to Create and Save Sales, product details, projects, customer histories, quotes, orders, and sales agreements to accelerate the sales cycle.

Seamless Collaboration
Enable real-time document sharing with Prospects, Customers, Suppliers, and Vendors making information accessible and easy to share without email overload.
Enhanced Sales Team Efficiency
Save time with automated workflows, quick file retrieval, task management, and easy file sharing options.

Key Features Tailored for Sales Success

Dragonfly Software Key Features Tailored for Manufacturers Representatives' Sales Success
Document management
Manufacturer representatives sales software metrics

Centralized Your Data in the Database You’ve Always Needed

  • Find company customer, manufacturer, specifiers and other contacts in Dragonfly’s cloud-based, customizable database.

  • Track leads, opportunities, projects, quotes due, orders, shipping dates, warranties and any other data your company needs to track.

  • Create and delegate tasks to others on your team and let Dragonfly remind them so things get done.

Centralized Sales Document Storage

  • Keep product catalogs, pricing sheets, client contracts, and sales reports in one organized, secure location.

  • Organize documents by customers, projects, manufacturers, or any other work type. Find them in by customer name, not by file name.

Quick  Access & Permissions

  • Control document access with permissions, allowing tailored access to sensitive information based on client relationships.

Sales Workflow Automation

  • Automate your sales steps such as lead to opportunity, opportunity to customer, quote to order, contract approvals, and reminders to reduce your administrative tasks and keep deals moving forward.

  • Use Templates to automatically create new documents from master spreadsheets and Word document forms when starting a new quote or email.

Real-Time Document Sharing

  • Share product updates, catalogs, and quotes with clients and vendors in real time, with version control to ensure accuracy.

Mobile Access for On-the-Go Sales

  • Access and update documents from any device, ensuring sales reps are prepared for every client interaction.
  • Use the IOS or Android app for phone access to look up contacts, projects, tasks, and other information.

History Tracking

  • Central location to keep past quotes, orders, warranties, product information and any other related data your company tracks.

     

How It Works

01
Set Up Your Database

Follow the wizard to select CRM, Project, Service and other data templates.  Customize fields when needed.  Import your customer and project data from spreadsheets into the Dragonfly’s database.

02
Upload or Import Sales Materials

Import your product sheets/links, past quotes/orders, and pricing documents into Dragonfly’s database.

03
Organize & Categorize

Use folders and categories to organize documents by manufacturer, product line, customer, and project.  Dragonfly uses document metadata to help do this automatically for you.

04
Securely Share & Manage Permissions

Share with team members or customers, with customizable permissions for different roles.

05
Automate Quote to Invoice Process

Use your standardized Excel and Word templates to quickly generate and save quotes, proposals, Term sheets, orders, invoices, and warranties.  Create spreadsheets from your standard templates with one click.

06
Opportunity and Quotes Follow-up

Use the Status view to view and update opportunities by their sales stage. Use Dragonfly as the sales quote to track when quotes are due and when to follow-up. Use the Gnatt View or Scheduler View to automatically view quotes by the due date.

Add your co-workers as users and BAM! Everybody is instantly working off the same online database with instant access to templates and documents that get work done faster and more efficiently.

Integrate with Other Sales Tools

  • If you don’t have a CRM (or don’t like what you have like most rep firms), you can use Dragonfly as your CRM like other sales teams do.

  • However, if you already have (and like) your CRM, you can continue using your CRM and use Dragonfly to augment and enhance your workflows, document storage, and task management (custom integration services are required using Dragonfly’s open API).

Eliminate Chaos to Drive More Sales!

Why wait?  See how Dragonfly can organize the entire office and sales process.