Flowcase for Sales
Learn how we enable sales teams to streamline RFP responses, from sourcing winning teams to exporting polished collateral
Trusted by 400+ professional services firms
From lead to win in record time
Qualify opportunities fast
As a sales professional, you can’t afford to waste time pitching to consultants who aren’t the right fit. With Flowcase, sales teams can easily search through skills, roles, accreditations, and more to determine whether a new opportunity aligns with your firm.
Produce winning proposal docs single-handedly
Putting together a compelling proposal isn’t just a task for bid professionals. Flowcase enables anyone to quickly personalize resumes and case studies to match the prospect's needs, and then package them into perfectly formatted documents. React to new opportunities with speed.
Or collaborate to win the bid
Of course, larger proposals require collaboration. With Flowcase, working simultaneously on bids has never been easier. Sales identify the winning team for the job, bid teams tailor content, and marketing can fine-tune the outputs. Bring your best minds together with ease.
Integrate your sales systems
Connect to your sales tools via our API. Integrate with CRM/ERP systems to auto-create newly won projects and populate project details. Then, link projects to the employees who worked on them, populating their profiles with new experiences. Create a flowing process.
Discover how we've helped sales teams improve their processes
Netlife started using Flowcase in 2016. Netlife uses Flowcase for both keeping track of internal resources and competence, as well as creating tailored bids for public and private clients. We asked them about what they did before, how they got started and what they use it for today. We also challenged them to quantify the time saved by using Flowcase instead of a legacy solution.