Quotations2019-09-16T15:25:52+01:00

QUOTATIONS

An accurate and professional quote not only makes it easier for a customer to buy from you, it also helps start the relationship in the right way, making it more likely to be a smooth, positive and long-term relationship that drives revenue and even recommendations for your firm.

  • Make customer purchases easier with professional quotes.

  • Add standardised terms, branding and logos for consistency across all quotes.

  • Ensure pricing and discounts are consistent and accurate.

  • Create workflows to get approval for quotes, discounts etc.

  • Make life easier for salespeople, create a quote at a click of a button.

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You don’t want your quotes to be inaccurate or look amateurish. Busy salespeople can rush them, and if creating a quote is complex and long-winded, they are more likely to get details wrong.

With Workbooks CRM you can build professional looking quotations in a matter of minutes. The system allows you to standardise terms & conditions so you can ensure consistency across all customer relationships. You can implement approval workflows to be sure that each quote that goes out to a customer has been approved by the people who will need to deliver it.

The CRM platform will present the right products and services for each customer, so it’s straightforward for your sales team to complete quotes with exactly what the customer needs. Pricing and discounting will be consistent across quotes and customers. Approval for exceptional discounts can be requested and given easily, via a simple workflow.

In summary, you can be confident that your customers will receive an experience with your quotes that is as positive and professional as it is at every other touchpoint with your firm.

FURTHER READING

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CRM FEATURES FOR ORDER PROCESSING