Create More Sales Opportunities
Create more sales opportunities by being on top of every quote sent out and being proactive with your current customers. Be able to create reminders and follow up with new quotes and updated prices. Never forget to send out a quote and have a better grasp on why some quotes were not converted. Guarantee quotes are being sent out without errors by allowing them to be approved internally.
Be More Proactive
Win new business and stay a step ahead of your competitors by being proactive. Create reminders about updated pricing, new product information, promotions and send to your customers.
Never Forget to Send a Quote
Color coded reminder window will help salespeople see what quotes need to be sent or completed. It also helps salespeople see the most crucial tasks for that day.
Improve on Lost Orders
Always know why a quote was not converted to an order. Use the information to improve on orders being lost to other competitors.
Eliminate Quoting Mistakes
Allowing novice employees to create large quote requests or orders, and then be sent internally for approval and final order conversion.