NAV24 - Case Study

NAV24 is an IT company that implements business software and ERP-class systems. It specializes in implementations of the Microsoft Dynamics 365 Business Central system and customizing it to individual business needs of clients. Additionally, it provides services in creating dedicated applications, business reports, consulting, advisory, and technical support. NAV24 also creates custom IT solutions and handles integration with existing systems. The team's high competence is confirmed by its Microsoft Gold Partner status in the Enterprise Resource Planning area. The company's clients include companies such as Vistula Retail Group, M-Sport, Dax Cosmetics, Drobimex, Turka, and AirHelp. 

Website: https://nav24.pl 

We didn't know what was happening with our proposals...

What problem led NAV24 to start using Sellizer? 

A particularly pressing problem was the lack of detailed information about what was happening with sent proposals. Employees would send them by email, and the only thing they knew was that they had reached the recipient. However, their ambitions were bigger and that was definitely not enough. They were looking for a way to maximize effectiveness and learn their clients' preferences. 

We were wondering how to increase the efficiency of our files...

What prompted the decision to start using Sellizer?

The prospect of improving efficiency - and that is exactly what Sellizer's features could guarantee them. The greatest advantage from the employees' point of view is the knowledge about sent files, specifically the statistics on how they are viewed by the recipient. Additionally, the decision was influenced by the simplicity, intuitiveness, and reliability of the tool.

Sellizer improved our work...

How does the company use Sellizer? 

The main use of Sellizer at NAV24 is sending proposals via a generated link. Team members are accustomed to sending through other channels and don't have to change that at all. They have access to detailed statistics, which, as they emphasize, are incredibly helpful. They analyze them and effectively prepare for conversations with clients. They focus on elements that are most important to the client - this makes their approach individualized (and that's the key to success!). It's hard to catch them off guard with an awkward question, because they know which parts of the proposal might be unclear. Thanks to the data, they can also continuously improve their proposals.

What we like most about Sellizer is...

Which Sellizer feature is most useful for NAV24 employees?

Users are satisfied with the many capabilities Sellizer offers, and they value the most:

• Ability to send proposals via a generated link - this is a big plus for the sales team. Accustomed to existing solutions, they can send proposals via a link generated in Sellizer. By sending files through other channels, they still have the same analytics capabilities. 
• Proposal open notifications - this is key information about when to contact the client - when they have the proposal right in front of them.
• File viewing statistics - these play a significant role for NAV24. Thanks to them, sales reps gained confidence during the first contact with the client - after sending the proposal. They have an advantage because they are prepared for the conversation. Their work comfort has significantly increased, as has their sales. 
• Team reports - Klaudia, as the team administrator, has access to reports that give her knowledge about her team members' work. She knows which sales rep is performing best and which one might need support. This makes it easier for her to manage the team effectively.

Our work comfort has increased... and so has our effectiveness

How has the situation at NAV24 changed since they started using Sellizer? 

The NAV24 team experiences much greater work comfort. They don't have to wonder whether the sent file was opened by the client, or whether it's the right moment to contact them. Nobody likes uncertainty, and thanks to Sellizer, sales reps were able to eliminate it - especially in the context of proposals and client preferences. A big improvement has also been the ability to optimize their files. Team members analyze the viewing time for each page and continuously modify their proposals based on this, making them more effective.

Results came quickly...

How soon after starting to use Sellizer did NAV24 notice the first results?

Immediately. The results didn't take long - they were instant. It's a tremendous satisfaction to know that a sent proposal has been opened. After receiving the first notification, NAV24's sales department sprang into action. The sales rep immediately felt more confident, because when contacting the client, they already knew what to discuss, as they had the file viewing statistics right in front of them.

Sellizer is a reliable, client-needs-focused solution...

What is NAV24 most satisfied with regarding the collaboration?

What the employees emphasize is the reliability of the solution. They also value the individual approach to the client. "From time to time, the Sellizer Team reaches out with satisfaction surveys and asks about possible improvements, which shows that the service provider values clients' opinions and gladly implements improvements based on user needs," Klaudia emphasizes.