A good first contact requires a relevant recipient and a presentation consistent with the product. Contact qualification and PDF checking help prepare a proposal that can be evaluated before sending.
Qualify contact details and contact proposal
- Open the proposal and trace the public source of the company address.
- Check that the address is attributable to the organization and consistent with the purpose of the contact.
- Don’t infer personal addresses from hypothetical patterns; re-read recipient and text before revision.
- Treat the proposal as a draft to be evaluated: research does not automatically approve or send the message.
PDF presentations of the products
- Open Presentations and choose the product consistent with the communication.
- Consult the PDF and check that it describes the offer you want to present.
- Associates the material with the expected request, maintaining the reference to the version stored by the system.
- For Nexora distinguish the modular ERP proposal from the actual activation of the modules in the single installation.
Putting this into practice
Compare the delivery with the source and check which version of the presentation you are using. Do not attribute to the company an interest or need that has not been identified.
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Comments and questions
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