Tag Search: ACT! to QuickBooks Link
Triple Treat - Getting your Quoting, Sales Follow-up and Invoicing Systems Integrated
Posted: Thursday, March 10, 2011 at 9:56:41 AM EST by Website AdministratorThe Problems
- Your process for generating a quote or proposal is S-L-O-W. You have a ramshackle system of Word documents and Excel Spreadsheets that takes too long to put together.
- Your Sales people aren't adding or updating Sales Opportunities in your CRM system because it makes an already slow process even slower.
- Every Sales person in your team has a different system for generating quotes and proposals, some are probably better than others, but all of them could be better.
- As a Business Owner or Manager you can't ensure all your Opportunities are being managed because you don't have accurate and up to date information.
- When you do win business, your Accounts Person creates a sales order or invoice and basically has to double enter all the information from the quote or proposal. You probably don't mind so much because at least you won the order, but it does nag at you that you have already paid your sales staff to add that information to the quote or proposal and as a Sales Opportunity in the CRM system.
All this double handling of information and slow process is costing your business money. And, you still probably don't have the information you need to properly manage what's happening with your valuable Sales Opportunities.
The Solution
- Get Quote & Proposal Automation software like Quosal. It will make quotes faster to generate, give all your staff a consistent, optimised presentation of their quote or proposal documents AND it will add or update the Sales Opportunity in your CRM system.
- Get a CRM System like Sage ACT! 2011. Not only is this a central location for storing and analysing your Sales Opportunities but it will give your Sales people the system they need for scheduling their follow ups and manage the relationship with the prospect during the sales process.
- Integrate your CRM system to your Accounting system with products like the ACT! to MYOB or ACT! to QuickBooks links. This will mean no double entry of data for anyone in your team. What was quoted and what was accepted is what will be created as a Sales order or Invoice, at the click of a button.
The bottom linke for businesses is that if they can make their systems for generating quotes and proposals better and faster, there will be more time for following up quotes and closing business. With the increased business you generate, you won't need to increase your staffing levels in accounts because you've simplified and sped up that process as well.
