The ViperPro Workflow
Whether you’re a DMC (Destination Management Company), MICE Company (Meetings, Incentives, Conferences, Exhibitions), Global Meeting Planning Company, Hotel, or Events Company, ViperPro’s workflow was purpose-built to streamline proposal building, program planning and event execution.
During the initial setup, ViperPro is loaded up with your clients, vendors, hotels, proposal content, pricing, proposal templates, contract templates, and branding. All of these pieces combine to make proposal building and program management faster, easier, and less error-prone, while empowering you to deliver a superior client experience. ViperPro is also optimized for building new custom content and pricing on the fly for any program.
Workflow
1
Enter client details and needs.
2
Build proposal and costing.
3
Deliver your proposal.
4
Analyze what your clients are looking at.
5
Collaborate with your clients.
6
Generate contract and payment schedule.
7
Manage providers and program operations.
8
Grow your business.
1 Enter client details and needs.
ViperPro’s integrated CRM makes it easy for your entire team to manage your customer relationships effectively, from tracking program history to upcoming opportunities.
2 Build a proposal and costing.
Choose from your custom templates and drop in content from your Content Library to build media-rich, engaging proposals. Plus VIPER automatically builds a costing while you build the proposal.
3 Deliver your proposal.
1-click publishing allows you to effortlessly share your custom proposal. Clients can view proposals on your company’s custom-branded, interactive Client Site, or ViperPro can export a PDF version of the proposal at the client’s request.
4 Analyze what your clients are looking at.
Use ViperPro’s Client Site analytics to what proposal content is engaging with clients. Which content is looked at by clients? And what seems to get skipped over? Did the client download the attached contract document? Did they look at the proposal section you revised based on their feedback?
5 Collaborate with your clients.
Make requested client changes that they’ll be able to view in real-time. No more emailing cumbersome documents back and forth! Track your proposal and costing changes with 1-click snapshots.
6 Generate a contract and payment schedule.
Generate a contract and payment schedule in seconds. Notifications ensure accounting is in the loop, and billing reports help you stay on top of the program balance.
7 Manage providers and program operations.
Purpose-built databases for your vendors and hotels make it easy to manage providers within a program. Track quantities, availability, status, and notes for each provider. Seamlessly transition from Sales to Operations with flexible yet structured notes.
8 Grow your business.
Win more business and save time. Real-time reports and analytics provide the business intelligence you need to make the right move every time.