Sales & Quotation Management

Streamline communication and cooperation among your sales team by logging all sales actions in one place. All salespeople have full access to the history of a sales enquiry or status of a quote and are able to take appropriate next steps without phoning or emailing colleagues for updates. This ensures that the process stays in motion and no time is wasted.

When selling new equipment and service offerings to existing customers, sales teams need to know how much money those customers are already spending, and on what. Give your salespeople instant access to equipment histories, service entitlements, purchased parts and service contract costs and profits without having to speak to the service team or pull the data from elsewhere. Complete visibility of all sales and service activities in the same system allows salespeople to be fully informed when pursuing a lead.

Once a quote is accepted, our quoting tool will automatically convert the data into a ready-made service contract. This eliminates the time-consuming task of manually generating and formatting new contracts.

When quotes for ad hoc jobs and new parts are accepted, the data is automatically fed through to our job and parts management modules. This kick-starts the service chain, allowing service visits to be scheduled, engineers to be assigned and parts to be shipped immediately.

If a quote is rejected, the salesperson is prompted to give a reason. This information can be used by the sales team to manage customer expectations and strengthen relationships by pitching quotes at the right level.

Creating and agreeing quotes for parts, service contracts and ad hoc works is a simpler, faster and more transparent process. The sales team has instant access to existing contracts, old quotes, price books and other sales activity data to help them generate a new quote. Quotes are quickly and easily inputted using simple prompts and can be tracked and evaluated at all stages between creation and acceptance/rejection. Salespeople can use actions, notes and to-do lists to help coordinate their sales activities.

The ability to monitor all sales and service activities in the same system allows organisations to manage their customer relationships without the need for separate CRM software.