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
Advantages of Effective Sales Quotation Management Software :
- Optimized Sales Operations: Quotation management software emerges to be instrumental in simplifying sales operations by assuring a top-notch of consistency. Consistently maintaining uniform pricing and discounts, such software encourages the consistent brand image in all of their quotations, demonstrating your company’s operations as coordinated and authentic. Automatic upgrades for the latest products, along with the adjustments to configurations and prices in feedback towards changes, addition towards a seamless and effective process. The software regulates streamlined maintenance of queries, automating requests for information and approvals from authorized sales team managers. Moreover, it delivers an important role in improving the Customer Relationship Management (CRM) of the company by granting real-time, accurate sales information for customers.
- Extract Meaningful Insights through Precise Reporting: Providing the sales team members availability to real-time, accurate information, quote management software delivers an important role in gaining precise insights into demanding sales functions. It presents performances, transaction history information, schedules, and entire performances in a comprehensible manner, improving the business’s understanding and regulating necessary adjustments. The intelligent reporting tools and templates ingrained in the quotation management software assure that the insights obtained are not only integrated seamlessly but are also available for utilization by several functions across the business.