Manage your future business opportunities with our powerful sales quotations functionality. Track your pipeline to ensure accurate sales forecasting and inventory requirements. Monitor the performance of your sales team to drive your business forward.
Producing a quote for a customer couldn’t be easier. Negotiate prices and quickly generate professional looking quotations which can then be tracked using our powerful CRM functionality. You’ll be able to view the last time the customer was chased and generate call lists of customers that your sales team can contact. Instantly view statistics on your conversion rates.
Wherever your sales force is, whether they’re in-office or onsite with a client, they can create and amend sales quotations for customers. This is perfect for face-to-face meetings with clients, with access to customer-specific pricing, your salespeople can generate a personalised quotation and issue it to the customer for authorisation whilst still onsite.
Your customers can have your quote in their hands as soon as prices are agreed, allowing you to steal a march on your competitors. Customise your quotation paperwork with your own Terms and Conditions. You can even design your own template for the covering email in our email manager, ensuring your customer feels valued and maintaining your professional image.
Once a sales quotation has been raised, you and your sales team can follow opportunities through the pipeline, updating weighting and status for opportunities as required. This provides you with a Weighted Value for your pipeline and provides you with the ability to review lost opportunities and feedback on lessons learned, enabling you to perfect your sales process.
Successful quotations are converted into sales orders at the click of a button. No time wasted on re-keying orders and no customers upset by price changes. The customer gets what they wanted, as quickly as possible, whilst leaving you free to pursue the next opportunity.