In today’s market, it is important for management to be able to control the costs associated with promotional items and gift giving without micromanaging.
Recently, we met with a legal finance company. This organization acquires new customers through referrals from law firms, and in turn thanks them with gifts. Currently, their gift giving process is unorganized because there is no central reporting and no way to track the costs associated with the program. They are looking for a solution to this problem. This is where the Boundless Portal comes in.
Through Boundless, this client will be able to use the “group buy” option so its different sales reps can place orders, and management will have the power to monitor and track spending in the Boundless Portal. This advantage will give them the power to create accurate budgets and use less resources to manage the gift giving process.