Jakob Carlbring, CEO och founder, FINQR:
“For all of us control people, this is a godsend. I don't like when you don't know what's going on. The old way was to wonder if it has arrived, if it is on a desk and so on. Now I send out quotes earlier, check the pipe and know what is going in. ”
FINQR has grown rapidly and even though they had a CRM to keep track of their key figures, there was still the risk of losing documents when there were large volumes. For them, it was important to see how they could eliminate unnecessary, manual flows and automate as much as possible. They also wanted to increase the control from the submitted quotation to the signed agreement and here it was important to find an e-signing solution that holds legal and offers BankID.
After the implementation of GetAccept, FINQR began to make use of the overview view to control all quotes. They used new funds to communicate with their customers and discovered, among other things, that shorter maturity dates and automatic reminders together with SMS shorten the sales process considerably. They also started using the tracking to get information about the stage in which the quote is and they could start signing their contracts digitally with BankID.
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