With the Sales Quoting module (Business Quotation Maker) in SalesBabu CRM software, it empowers you to prepare an effective, professional quote for your customers’ consideration, complete with rich content and full technical specifications. It’s simple to add cross-sell and up-sell suggestions to maximize your potential sell-through. Also you have much more information to prepare a Sales Quote that has higher chances of winning, since it brings Real-time Inventory and price information from multiple distributors in a centralized location .. All this is through web-based Sales Quoting software which means, whether you are in your corporate Headquarters, or home office or even customer location, getting the product information and creating a sales quote is just a few clicks away, plus your customers will be able to view and approve the quote online. SalesBabu CRM will take your entire Sales Quotation management process Online.
Features of an Online CRM Quotation Software
Create, Send and Manage Business Sales Quotes easily-
- A simple and user friendly interface of an online sales quotes module ensures that putting together even the most complex sales quote can be done smoothly.
- Use Standard price rules to create quotes quickly. Modify based on need while quoting online
- Copy / Save/Edit Quotes easily
- Send Quote in HTML / PDF format
- Create multiple versions of the same Sales Quote
- Check Street pricing from multiple Retailers while online quoting
- Add Upsell, Cross sell suggestions to the quote
- Print Sales Quotes with below information. You can choose any of the configuration to print
- Send (Email) Quote with below information. You can choose any of the below configurations while sending the quotation.
Customize your Quote
- Choose your own Sales Quoting template
- Add Internal/External Notes at SKU level or Quote Level
- Hide Total Amount & Total Quantity. in a Quote
- Add product collaterals as attachments to sales quote
- Adds sales tax, discounts, freight etc automatically through VARStreet rules/connections
- Create a custom bundle on the fly while quoting.
- Request your own Custom template (Add On)
- Add print with Due date and Consolidated price
Powerful & Dynamic Search Filters makes finding the right product very easy
- Search and add items from Catalog. Also custom Catalog and/or contract catalog
- Define Product Specification for detailed search
- Ability to import external spreadsheets into the quote.
Online Viewing and Confirmation of Sales Quote
- Quotes can also be made available online viewing
- Users can track full quote history, status etc online
- Users can also request for a quote online
- Users can view and confirm product details online
Mobile Sales Quoting App (Sales Quotation management Software)
- Mobile App for Android for online sales quoting and real time price & Inventory
SalesBabu CRM Sales Quoting Module’s Advantage
- Anytime Anywhere Quoting with Mobile Sales Quoting App – No matter where you are, you can always be in business
- Spend less time On sales quoting, Save your time & Sell more – Focus on identifying new opportunities and selling
- With our professional quotes (CRM Quotation Software), Increase chance of a Sale
- Create quotes on-the-go with our cloud quoting solution
- Before quoting compare multi distributor pricing; increasing your chances of winning by right price
- Users can view product information online easily and hence add more power while making sales quote
- One-click conversion of Quotes to Purchase Order and Sales Order
- Maintain full history of your sales quotes online
- Integrates with all Major ERPs for seamless transaction flow from one system to another
- Eliminates error in data entry and avoid manual work
Benefits of good Sales quotation management software :
- Gain efficiency in your sales operations: One of the crucial benefits of quotation management software is that it brings to the table that consistency in sales operations. By ensuring consistent pricing and discounts, reflecting the consistent brand image in the quotes, this software will verify that the functions of your company are reflected as unified and authentic. With quotation management software, new products will be automatically updated, and also the configurations and the prices are adjusted as the changes are made. Handling of all the queries will be streamlined, with automated requests for the details and approval to the authorized managers of the sales team. This software will contribute to the CRM of the company by providing the business accurate sales and data of the customers in real-time.
- Derive actionable insights with accurate reports: By giving access to the sales team to the precise data of real-time, quote management software will help in gaining accurate insights into the crucial sales functions. Performances, transaction history details, schedules, and performances all are presented in an exceedingly way, which may understand your business in an exceedingly better way and make some much where needed. With intelligent reporting tools and templates, insights derived from the quotation management software will be integrated and can be used by other functions of the business as well.