Business quoting is a necessary sales activity of any company which takes up the sales bandwidth; however not much has been done in this space for a very long time. There are a lot of organizations that still uses the Excel spreadsheets for their daily quoting needs. There are a few more companies that uses some ad hoc desktop based or web based applications. However “Sales Quotes” is such a crucial function that requires to be given strategic importance in any business decisions.
Normally sales rep would use either MS Excel spreadsheets or some online or offline quoting software. While having such technology is definitely better than ad hoc sales quoting; however, they do come with their own limitations such as:
- Sales reps have to be in the office to prepare the business quotation.
- Normally, sales People are traveling a lot and hence there are delays in producing sales quotes.
- No centralized repository of information to access from anywhere, anytime.
- Lose sales due to delays in preparing and providing the sales quote.
- Lengthy process to create a sales quotes.
In the last few years, there have been some upgradations that have made Sales reps job a lot better and easier. The wave of smart mobile devices has become necessary for organizations to use them to their maximum potential. Also, the emergence of Cloud-based technology has become vital to gain success. The organizations that have capitalized on these particular areas have seen huge success. Now, with a basic internet connection, the sales reps are empowered to access their work from any location and any time of the day.
Now a days, many traditional sales quoting solution providers are also providing their software as a mobile application. In today’s world of advanced technology, the Mobile Quoting Apps are so efficient and accurate that a smart sales quoting for your customers can be prepared within a minute’s time even when you are on the move. Mobile sales quoting app has some distinct advantages that every sales rep can vouch for.
Some of the features of a good Mobile Sales Quoting App would involve:
- Instant Sales Quoting: Today, in an advanced world of technology everyone wants to get their work done faster. Most of us want the product immediately. The Mobile Sales Quoting App has taken the “wait” out. When a customer requests for the quotation of a product or service, the Mobile App’s proposal software and Sales Quoting software will help you to create a sales quotation easily in just a few minutes.
- Time-Management: The sales reps who are traveling most of the time can benefit through Mobile Sales Quoting App by simply logging into their smartphones/tablets/laptops. Create a professional, efficient and competent business sales quoting while standing on the move so that your customers do not have to wait until you reach your desktop. It reduces the cycle of closing sales.
- Interactivity: The most essential fact is that you have the visibility of your business on the home screen of your mobile. Connecting to your desktop may take time, but it takes a second to launch a Mobile App on your smartphone. This feature (sales quotes app) leads to great flexibility in working – for example, enabling working from anywhere, anytime or even working while traveling.
Read more – Sales Quotation Management Software
- Swift user response: Once the sales quotation is accepted by the customer, a notification would be sent which you can check on your Mobile App and revert to your customer quickly. In case the changes are required in the quotations, it could be done by sales rep right away for customer’s better experience. Nowadays, RFQ (Request for Quotation) and RFP (Request for Proposal) could be dealt with immediately by the Mobile Sales Quoting App.
- Zero Complexity: Make your online sales quotation management tool easy to use. With sales quotation tool, items can be added to the item list along with discount at line level. This tool also has option for multiple Tax @ line level. After the quotation is prepared with accuracy, Online sales quotation tool/app enables you to send mail, print in PDF format, copy the quotation in no time. These features in Business Quotation tool assure you zero complexity.
- Cloud computing: How powerful would you feel if you’re carrying a world of important information on your smartphone? Today, cloud computing technology has become popular due to its flexibility and accessibility. This feature of cloud computing empowers you to work from any part of the world as long as you have access to an internet connection and control the sales quoting process.
Create sales quotes fast, win more deals
SalesBabu CRM Quotation Management system will make a huge difference to your sales performance:
- access anywhere, anytime
- sales quotes safely encrypted & stored in cloud storage
- speed up time to create & send sales quotes
- increase your sales conversion
- create impressive & accurate sales quotes
- automate sales forecasting
- give customers an easy way to e-sign sales quotes
- seamless integration to your other application
- keep a full version history of sales quotes sent to a customer
- ensure terms and conditions are correctly applied to sales quotes
- build multiple sales quote to perfect your sales pitch in target markets
- stop messy sales quotes
- record customer follow history against each sales quote
- optional manager approval of sales quotes
Read more – Online Sales Quoting & Proposal Software
Creation and Management of Sales Quotations, Invoices, Delivery Notes, Purchase Orders, Sales Orders & Enquiries
SalesBabu CRM software deals with the creation of sales quotations, invoices, proforma invoices, purchase orders, sales orders, delivery notes, inquiries, cost or quantity estimates and sales proposals in just a few clicks of the mouse for your customer with 100% accurate data. The consistent and robustness nature of the SalesBabu CRM is the main advantage and show puller among multiple users. The needed data from the online CRM software can be populated by using a customized template or an existing template based on the needs of the user. Cloud-based CRM application keeps your private and important data safe and secure. Our cloud-based CRM software enables you to create a proposal whether it be a quotation, invoice or an estimate. Business sales quotes is an offer that can’t be changed once accepted by the customer. An estimate is a guess as to what the price would be and does not have any legal binding. An invoice reflects the payment that a buyer owes to a seller. Our sales CRM software enables you to create a feature-rich PDF document and email the same to the customer in no time. With the help of a cloud-based CRM application, a user can now deal with multiple users simultaneously.