Empower Your Teams to Quickly and easily Create Custom, Personalized Sales and Marketing Documents

We build tailored, web-based document creation applications that support the autonomy of your teams to quickly and easily create beautiful, personalized, consistently-branded proposals, flyers, presentations and other sales and marketing documents. Our solutions are 100% customized to meet your specific organizational needs and integrated into your current systems and processes.

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The key to long-term success in today's business world is personalization. The most successful organizations have embraced a model where personalization rules the purchase process from beginning to end. With ATA's customized web-application solutions, you can empower your teams to quickly and easily create the custom, personalized sales and marketing materials they need to deliver the personalized experience your customers expect — and you can do so while leverage your existing systems and processes and being true to your brand.

WHY DO I NEED THIS?

While today’s business world has become more personalized, there’s just no way (and no time) for marketing to create the individually customized proposals, flyers, presentations each sales rep needs to address the specific needs of different territories, opportunities, or even individual customers. And since your Sales Team is resourceful, they've taken to using fancy "design" programs like MicroSoft Word and PowerPoint to "design" the individual, customized materials they need to (hopefully) close more sales. Of course, as each team member independently creates his/her own version of the documents and materials they need, your face to the market and branding has become messy and, let's just say, "inconsistent".

Additionally, since your Sales Team is doing all of this "designing" on their own, it's really taking time away from what they should be doing — selling your products. And, of course, since everyone is doing this on their own, there's little to no "process", nothing is tied to your internal systems or CRM, and you have little visibility to what is being created and if it's even working.

HOW CAN ATA HELP?

We build custom, web-based applications that are tailored to your specific business needs. We'll create a solution that's completely in line with your company’s legal, pricing, and process guidelines. We'll develop a solution that integrates seamlessly with your existing systems: CRM, ERP, product database, and company image library, other. We'll work with you to design a solution that's meets your specific business objectives and works within your budget.

This is NOT an out-of-the-box solution into which you need to shoehorn your business.

There are no subscription fees and no paying for services or bells and whistles you don’t need or won’t use.

Our solutions work WITH your business because they are built specifically FOR your business.

What can I expect from the Demo?

Since our solutions are custom designed to address specific organizational initiatives and processes, we'll take you through examples of web applications we've built for a couple of partners to demonstrate not only how the application turned out, but also the objectives that we had to solve for, the internal processes we had to support, and the systems into which we had to integrate. Depending on any questions you may have, the presentation should take no more than 30 minutes.

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Brands We've Helped
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Sales Teams

  • Create stunning, branded, custom-made, personalized proposals, presentations, brochures, flyers and other sales collateral in minutes
  • Easily publish your documents for print (hi-res) or screen-resolution so they can be emailed
  • Utilize company-supplied visual assets for brand consistency and integrate your own, sourced visual assets to create highly-personalized proposals, flyers, etc. for each customer
  • Save time by cloning documents that have already been created (by you or your team) and adjusting the variables that are relevant to you
  • Launch, create, publish, and send your personalized proposals, presentations, flyers right from your CRM — and find your previously-created documents within your CRM as well
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Marketing Teams

  • Empower your sales teams to create the materials they need to secure sales while maintaining and ensuring brand image and consistency
  • Encourage best practices and consistency with your own library of templates
  • Leverage existing company systems and assets (ERP, CRM, product database, image library, etc.) for streamlined processes and the most up-to-date content
  • Get invaluable visibility into the products that your sales teams are selecting for proposals, presentations, flyers, etc. with our custom-built analytics tools and on-demand reports
  • Control the approval process, pricing rules, discount levels, and any other variable for any document type — you dictate the process and the tollgates
  • Start with a specific document type today and expand to other applications as your organization gets used to using the application
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Leadership

  • Ensure compliance with company processes and workflows
  • Keep the information flowing efficiently by integrating your custom application with your CRM, document storage, and accounting software
  • Understand how your team is utilizing the application by easily viewing and tracking all your sales collateral at each stage — drafted, sent, viewed, and completed — with custom-built analytics tools and on-demand reporting
  • Grow your company faster by reducing time spent on busy work and raising your win rates
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Quote1-EB5937Our branches were creating their own promo flyers for use in their territories and it was a real problem. For a brand as iconic as Sherwin-Williams, it simply wasn't a good face to the market. Additionally, our branches were spending so much time looking for photos of our products and trying to 'design' these flyers that it was taking a lot of time away from what they needed to be doing. ATA was able to develop a solution that worked with our product database and our CRM (Sugar) and allowed us to integrate our suppliers, our image database, our product information, and into a cohesive application that really improved not only the consistency of our branding on the flyers we were creating, but the efficiency of our branches as well."

Jeff-Hartl

JEFF HARTL

Director of Sales  |  Sherwin-Williams Automotive Finishes

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