Converting leads into sales is a challenge every sales-driven organization faces. Enterprise systems make it easy to store important information about prospects, but it can be difficult to easily leverage this information to give leads the attention they need or manage other aspects of the sales cycle. K2 can help by drawing information from backend systems like Microsoft SQL Server, Microsoft SharePoint, Microsoft Dynamics CRM, SAP, Oracle and more, into solutions composed of forms, workflows and reports to provide better lead tracking and analysis, and to automate and speed up the sales cycle.

1. K2.COM
K2 FOR SALES
& MARKETING
SHAWNNA SUMAOANG

2. K2.COM
HOW DOES A SALES-DRIVEN ORGANIZATION
CONVERT
LEADS
INTO
SALES?
Enterprise systems make it easy to store important information about
prospects, but it can be difficult to easily leverage this information to give
leads the attention they need or manage other aspects of the sales cycle.

3. SALES & MARKETING SOLUTIONS WITH K2
Sales Purchase Orders
Save time and money in manual processing
by using K2 to automate your sales orders.
A flexible rules framework, which most large
enterprise systems struggle with, makes
escalations, exception handling and process
changes simple and easy to manage.
Use K2 to manage your document versions,
facilitate review cycles and approval processes,
and make sure each proposal is routed to the
right person, at the right time.
K2.COM
Proposal and Collateral
Development
Customer Self-Service
Empower your customers by providing them
with all the self-service tools they need to
place orders and track them, as well as the
ability to submit and track issues they have with
an order or product for an improved sense of
visibility and control.
Eliminate extra costs incurred from late
renewals or forgetting to terminate a contract
with a third-party vendor, by ensuring that
each contract is seen to in a timely manner
through automated alerts and approvals.
Contract Lifecycle
Management

4. K2.COM
Sales Purchase Orders
FORMS
Generated contract
Sales purchase order
forms

5. K2.COM
Sales Purchase Orders
REPORTS
View agreements

6. K2.COM
Sales Purchase Orders
WORKFLOW
Sales purchase order
process view flows

7. PARTNER STREAMLINES SALES
PROCESS WITH K2
PT Mitra Integrasi Informatika (MII), a leading IT service provider in Indonesia, used K2
to help streamline sales processes.
THE SOLUTION WITH
MII had a number of key
processes that were paper-based,
inefficient and
prone to delays or
errors, including the sales
profile process and sales order
checklist process.
THE PROBLEM
Using K2, MII automated these
processes, adding proper controls and
sufficient visibility, and was more than satisfied
with the results.

8. “Having all of these processes automated
by K2 led to significant improvements in
terms of visibility and reliability, on top
of cost and time savings.”
—EKO HERYANTO, PRESIDENT DIRECTOR OF MII

9. K2.COM