How to Use the Cloud in New Ways to Accelerate Sales Results

With sales, presentation is everything. And it’s showing, not telling, that makes the most memorable impressions about your products. With Onshape, engineers teamed with sales reps can make requested design changes on the spot as impressed prospects follow along on their phones.

When a design is on paper or static on a screen, it’s much tougher to generate excitement in the room. When you take notes on a customer’s needs and have to go back to the office and make requested changes, you lose momentum. Instead, why not explore what the customer wants — and give them what they want onsite — and just close the deal? You can quickly show them how two or three different versions look and let them compare the pros and cons right there.

You could have an engineer and a salesperson team up for a presentation in person. Or a salesperson could call the office and have a lead designer make requested changes remotely, in real time, as everyone in the room watches the product evolve. There’s no better way to communicate that you’re listening to your clients. Delivering on-demand modifications provides your company with a huge customer service advantage over the competition.

Engineers appreciate 3D CAD because it is an unambiguous visual tool. You can look at a model from every angle and if desired, dive in and examine every level of detail. Unfortunately, salespeople have no immediate access to this design information that could help them cultivate more business.

The company has boxes of physical files — paper drawings and notes taken by mechanical engineers, sales reps and tech support reps who’ve interacted with customers over the years. And they’re wondering what is the best way to organize it all. How can they merge these scattered mounds of information in a way that gives the sales team a comprehensive customer history at their fingertips?

Now that the company has freed all this information from captivity, and can quickly find it when it’s most relevant, they can better leverage it throughout their organization. Sales reps and sales engineers are doing less guessing and are able to better anticipate future customer needs.

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