Features of a Robust Sales Quotation Tool
Introduction
SEO IT'S CLOUD-BASED
The need for quick access to the necessary tools and applications stems from the sales representatives' desire to be reachable at all times. The sales team is more accessible, effective, and productive thanks to the cloud-based quoting software. You don't have to make significant outlays when using a cloud-based quotation tool, which over time results in a better ROI. There are various examples of robust quoting software, some of which include VARStreet InstaQuote and Hubspot.
STRONG CAPABILITIES FOR INTEGRATION
Working with distinct systems and associated data poses a challenge for VARs of IT products because it could lead to inconsistencies. Proposal software, on the other hand, offers strong integration capabilities that enable the integration of a broad array of applications like ERP, CRM, eProcurement applications, accounting systems, etc. It ensures a seamless, automated transfer of data between systems, reduces data duplication, and boosts productivity.
AUTOMATED QUOTE GENERATION
Sadly, statistics state that salespeople, on average, spend merely 35.2% of their time catering to customers and their queries, building relationships, and proceeding with selling. The remaining 64.8% of the time is spent on non-sales tasks like putting together intricate quotes, performing routine administrative work, adding data to the CRM, and other non-sales activities. By offering fully customizable quote templates, a powerful search engine, integrations, configurations, pricing, and other features, a quoting system for small business automates the process of creating quotes. By doing this, you can concentrate on closing deals more quickly rather than wasting a lot of time on tedious, manual, and repetitive tasks.
PRICING MANAGEMENT AUTOMATION
It gets harder to control product pricing and assess competitors as the number of IT products grows. Moreover, you don't have access to current price information. It is the fundamental cause of the quoting process' inaccuracy, which has an impact on profit margins. This is why automated price management functionality is promoted by quoting software. It enables you to view the most recent pricing data and correctly price your products while accounting for all the factors. If your company operates outside of your home country's borders, the software can also handle price lists and multiple currencies.
DETAILED CONFIGURATION OPTIONS
Processing orders for configurable products is a difficult task for IT product VARs. Customers today want IT products that are tailored to their specific requirements. They also want them right away. Customers have a wide range of options for configuring the product designs thanks to the quoting software numerous configuration options.
MOBILITY
Moving around with the customers is necessary for the sales representatives. The desktopbased application might make it difficult to turn those leads into sales. As long as you have an internet connection, quoting software with a mobile application enables sales reps to access and manage the quoting activity whenever and wherever they choose.