Acquisition & quoting software for certification bodies

How does Zertic streamline acquisition for certification bodies?

  • The client journey starts with a registration form on your website. The client can apply for a quote with a few clicks and limited data input. The sales team will get an email that a new registration is ready to be processed.

  • Zertic will verify all data with existing data in the CRM to avoid double entry of existing clients. By accepting, all data is added to an existing client or a new client will be created. The request will trigger the sales process.
  • A client can use the quotation app in the portal to register and maintain all relevant data needed to create a quote: Standard, Scopes, FTE, Locations, and much more. The sales team can validate the data, and Zertic will create the complete (multi-year) contract and relevant audits, including onsite and offsite hours.
  • The acquisition is the most crucial step in the First Time Right process. As soon as the quote is accepted, all relevant task, scopes, and all other data is pushed to the planning. This same data is used for populating the audit plan automatically.
  • Zertics workflow management system triggers the entire communication with the client.

Key benefits of Zertic Acquisition

  • Optimize Customer Journey
  • First Time Right process (Enter data once)
  • Easy quote generation
  • Timely renewals
  • Manage Multi-Site quotes
  • Combine and Integrate audits
  • Increase your sales numbers
  • Manage your sales process

Issues solved

  • Double data entry
  • Manual and personalized calculations
  • Cost of client data management
  • Manual transfer of all data to planning
  • Complexity of setting up Multi-site quotes
  • Keeping track of all outstanding quotes
  • Inconsistent client communication

Most important functions

  • Easy drag-drop function
  • A New Customer self-registration
  • Complex (combined) audit calculations
  • Automated emails
  • Quote templates
  • Multi-currency
  • Tax regime for international offerings
  • Create a certificate in acquisition
  • Create multiple sales flows depending on standard

Keep exploring our modules

| End to End Complete Process Page |
| Acquisition | Audit Program | Audit Planning | Audit Execution | Non-Conformities | Certification Decision | Invoicing |