OctaEdge, an integrated, "seamless" experience
the "one-stop shop" for Business Development Consultants
Independent consultants and consulting firms/IT services companies no longer need to "juggle" a multitude of expensive tools that are often poorly integrated or not integrated at all:
- Expansion : groups together the key functions of Digital Prospecting & Marketing tools
- Relationships : a CRM , with a "business" perspective, to intensify the commercial relationships
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Proposals : generates project approaches / commercial and financial proposals
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Knowledge : a complete KM system, where data/know-how is naturally saved and reused
Independant consultants
or small Consulting companies
Medium size
Consulting firms
Large size
Consulting firms
OctaEdge, a major impact on your growth and/or your efficiency , regardless of the size of your structure



Key challenges




Use Cases


Use Cases
Expansion
Markets
Analyze the markets of your customers/prospects and those you wish to explore.
Targeting
Identify new prospects through targeted actions in the markets you wish to develop.
Commercial prioritization
Prioritize Accounts to activate by Offer type and Market based on Business Signals
Audiences
Define the audiences you are targeting in your posts and emails.
Generation of campaigns
Generate tailored sequences and content for Pots & emails for your audiences
Posts & mailings
Generate posts and emails to increase your brand awareness and/or contact potential customers.
Relationships
Accounts
Know your customers/prospects: their challenges, SWOT analysis, offers, etc., which resonate with them.
Exchanges
Capitalize on interactions with your clients/prospects
Contacts
Identify the contacts in your accounts and score their awareness level.
Messages
Build personalized messages that highlight a value proposition
Account plans
Establish account plans to strengthen relationships with your clients/prospects.
Proposals
Projects
Define and frame the projects you wish to present to your clients/prospects.
Scopes of work
Structuring efficient work processes to successfully complete your projects
Deck generation
Generate presentation decks (PowerPoint) for your clients/prospects
Ultraspeed
Generate a "proposal" (PowerPoint format) automatically
Knowledge
Standard offers
Catalogue your company's standard offers, those you propose to your clients/prospects.
Library
Organize, save, and retrieve your company's documents: Accounts / Markets / Projects / Procedures / ...
CVs
Centralize the CVs of team members to facilitate the allocation of resources to the processes.
Credentials
Highlight your most significant client references, those that demonstrate your expertise.
Stabdard Scopes of work
Create reusable standard Scopes of work for different projects
Beliefs
Promote your beliefs regarding your market, accounts, or standard offers.
Competences
Structuring the skills framework for team members within the company
