Quote and Proposal Automation
For many organisations, creating quotes and proposals is a time intensive, non-standardised and complicated process. It's often the desire of the owners or managers of the business to want sales staff to add Sales Opportunity information into their CRM system. The difficulty is that it makes an already time consuming, complicated process more time consuming. The benefit to a business of capturing Sales Opportunity information in their CRM system is that it is easy to ensure all Sale Opportunities are being managed effectively and there is the ability to provide some visibility to management of what upcoming business is in the pipeline.
A Quote and Proposal Automation system is the best of both worlds. It allows quotes and proposal to be generated much faster and in many cases at a higher level of presentation. It also allows for the Sale Opportunity information to be added to the CRM system with a click of a button. With the time saved in creating quotes and proposals sales people have more time to invest in the follow up their opportunities and management have more information in the CRM system to be able to analyse.
The Quote and Proposal Automation system we recommend to most clients is a product called Quosal. Whilst the name sounds unusual, it's just a merger of the words 'Quote' and 'Proposal'. The reason why this particular product is so effective for many business is it will simplify and standardise both simple quotes, but it is also very effective in doing the same for larger multi-page proposals.
We have been working with Quosal since 2010 and are the first Australian Certified Quosal Consultants.
If you would like to discuss how you can automate your quote and proposal processes and integrate with your CRM call 1300 799 064 or email info [at] evolutionmarketing.com.au
"It’s important for our sales staff to record what they do and say and for that information to be easily accessible by whoever needs it when the client calls or when we call them. The fact that it is everyone’s emails and everyone’s notes and everyone’s diaries all linked in together means we can see what has been happening. Our database is an extremely important system for supporting our clients and nurturing our prospects."
I didn't realise how clunky my old CRM system was! ACT! can do absolutely everything I could ask for in terms of not only client relationship management but also marketing and business success.
