GleanView

Overview:

GleanView provides cutting-edge CPQ software that is highly compatible with CRM. It helps businesses to increase efficiency and maximize revenue. CPQ refers to configure, price and quote. It guides businesses to quote better prices for any proposal that comes ahead. There has been a surge in new businesses in the last decade. This is done with the help of the wide availability of resources on the internet as it is. It can get difficult for a business to set itself apart in such a competitive market. GleanView tools help businesses do just that. It helps businesses in cultivating a loyal customer base that keeps coming back and spending money on it. Proposals sent to any potential client give them an idea about the quality of work to be expected. This is why it is extremely important to design immaculate proposal templates to leave a good first impression. GleanView provides users with creative ways of doing just that.

About GleanView:

Established over twenty years ago, GleanView has been a trailblazer in the world of CPQ. Bill Calhoun, GleanView's CEO has learnt through his experiences being a businessman. He created the software keeping all the challenges faced by new business owners in mind. The focus area of GleanView has always been the last step of a business sales process. This is the last step known as the quote to close a business deal. Any business owner can vouch for the importance of this step. It sets the foundation of revenue generation for the business. GleanView helps business teams to nail just that. It provides teams with all the necessary tools to deliver the perfect quote. Their tool kit can be implied in businesses of any scale. Be it small-scale or large-scale, all businesses using GleanView services are bound to benefit from them. GleanView transforms the quote and proposal-making process into an online experience. It cuts down on manual labour, significantly cutting down on mistakes. GleanView’s work speaks for itself with several customer testimonies backing it up. The company ensures to put congruent solutions to a given concern with the right software. It helps in regulating business flow and maximising revenue. Users have reported an increase in business sales by a whopping thirty per cent. Accompanied by a ten percent rise in margins in half the time sprint previously in generating such revenue. GleanView also provides free trial services. This helps new users to get a feel of how the software works. It also helps them to figure out ways in which GleanView can be helpful to their business. The wide set of tools offered by GleanView provides managerial help to the growing business. It helps managers to identify skill gaps and build interventions to fill them. It also promotes well-thought-out decisions and provides customised support to all team members. GleanView offers the option of booking demo sessions for all interested users. 

Company Services:

• Proposing with Style: GleanView helps users create an aesthetic and media-rich proposal for their clients. The tool available to do so is the drag-and-drop builder with a no-code policy. It enables users to merge business files and cut down on errors rooting from retyping. It enables the automatic generation of PDFs for business use and builds web pages for the same. It provides a wide array of images, grids, videos, fonts, tables, etc. to build the perfect document. GleanView also gives access to an exclusive library full of ready-to-use templates, tags, filters, etc. There is a contact management tab that prevents any unapproved changes from being made to the proposal. This helps with ease of operation and keeps team members on the same page.

• Craft Winning Solutions: this tool helps users to configure solutions that are highly customizable in a matter of minutes. The GPS tool or guided product selector helps in steering representatives in the correct direction. There are times when a deal is finalised but the business doesn't sell said product. In such cases GlaeanView’s inventory tracking comes in handy. It prevents business teams from making commitments they cant fulfil. To unlock the perfect personalization of products. GleanView provides configurable options. In the case of pricing for each product, the catalogue for Product/Service comes in handy.

• Closing with Ease: GleanView provides the services of E-Pay and E-Sign. These are unlimited services that keep the flow of closing deals untethered. It also provides Stripe integration. This enables the business team to receive payments immediately once the customer has E-Signed. With GleanView’s interactive space for digital sales, sellers and buyers can close more deals. Users can also create a library with all the necessary information on each product. This helps answer all the questions that buyers might have about said products. Another tool is GleanView’s action buttons. These keep customers focused on wanting to complete a deal.

• Management: business teams can speed up the internal approval process with the help of GleanView. To ensure that no proposal goes out before its completion. GleanView has facilities intact. These include an unlimited amount of approval rules. Users can also use any permutation and combination of fields as conditions. This helps cover any situation that might arise during a sale. GleanView enables the regulation of workflow for representatives. It revokes the approval bottleneck by automation of business choice approvers in the team. This tool is a favourite among new business owners especially.

Pros:

• GleanView facilitates the regulation of workflow which increases the business teams’ efficiency.
• It provides a newer and improved version of CPQ software.
• The prices are affordable for both small-scale and large-scale businesses.
• The official website also offers demo services which is a great help for potential users.
• The tools are user-friendly by being easy to understand, use and readily available at all times.
• GleanView provides a wide variety of customizable templates for emails and ad campaigns.
• It also provides automated email marketing services to reach a wider audience.
• It has a unified tool kit needed to maximise sales and cut business costs.
• It helps in cultivating a loyal customer base.
• GleanView also speeds up the closing process of all sales.

Cons:

• It is too dependent on technology and online resources.
• It takes away the human touch from the experience of building relationships with customers.
• It reduces opportunities, incentives and motivation for real-life employees.

Conclusion:

GleanView provides users with cutting-edge CPQ software useful in managing all business concerns. It provides a toolkit for all your business-related procedures like building the perfect proposal, managing workflow, etc. From customers and employees to contacts, GleanView has a management system for all. The only key to running a successful business is the proper management of crucial data like customer history, sale invoices etc. GleanView is the one-stop shop for all fallacies regarding closing deals, quotes, proposals, etc. Building the apt network is easily one of the biggest concerns that come with starting a new business. These connections can help to attract new leads and customers, and maximise profits. Interested business owners can also sign up for the demo service by GleanView. The video tutorials give an in-detail view of how to use the software. Hitching your wagon to GleanView’s CPQ software and letting it take the wheel can be beneficial. It can take any business to the next level by making it reach international level success.