Monday, October 15, 2012

QuoteWerks- Close more quotes with a better system

Quoting is critical to every company, yet it is one of the most technically forsaken areas of business today. Why? Because in many small to mid-sized companies, quotes are created in Word or Excel.
Sounds OK but, there are some big problems with that method. Quotes can vary in composition, i.e. the terms and conditions may not be correct, logs or company info may be outdated.
These Word or Excel quotes are frequently stored on individual reps computers making retrieval, checking and follow up nearly impossible. So how can you get control of and improve the quoting process? Check out QuoteWerks.
QuoteWerks links seamlessly to GoldMine or SugarCRM. That means when you create a quote QW goes to the CRM, finds your contact, fills in the info, then links the quote, to the contact, creates a forecasted sale and a follow up call automatically! 
How slick is that? !!!!


What can QuoteWerks do for your company?
  • Cut quoting time in half (at least)
  • Establish a single location for all quotes (no lost quotes)
  • Deliver a professional image (every time)
  • Integrate follow up with your contact manager
  • Sync remote users with the main office
  • Integrate with QuickBooks
  • Create PDF and E-mail with a single click!
QuoteWerks fits into your existing environment of software. It works with the software that you store your customer information in like ACT!ACT! for WebAutotaskConnectWiseGoldMine,MaximizerMS Dynamics CRMOutlookOutlook BCMsalesforce.comSalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

For more info on QuoteWerks click here! or Call Tech.Sell at 847-382-4500

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