Advantage CRM Software has an extensive Quotes Automation System. The following benefits of this Advantage CRM System are detailed below.

• The user enters quote details onto a quote input form. There are pull downs and check boxes to gather the data required.
• Products to be quoted on can be selected by typing the first few characters of the description and then selecting the correct product from a look up list.
• All the product codes and prices including both prices for each product are imported into Advantage  via an import program.
• The system generates the quote as a Word document.
• At the same time the system automatically creates the opportunity in Advantage for each quote created.  The quote/opportunity status can be updated from the opportunity or from the quotation.
• In addition, a quote follow-up activity is generated in Advantage for each quote entered.

Benefits of Automating Quoting

There are several benefits to users and management arising from the automation of the quoting process through Advantage:

• Firstly, in order to do the quotation, the customer, contact person and contact details should first be loaded into Advantage. Once this is done, further quotes can be prepared for this client and this data is reused, you never need to type it again. It reduces errors in client contact details on your quote. Further, it ensures that the latest contact details for your customers are in Advantage   so it supports the on-going maintenance of Advantage.
• Preparation of quotes is often a time consuming process for a sales person. This module speeds up the process of quote preparation. The users use point and click drop downs and check boxes to enter the quote information. This increases sales staff productivity.
• You can apply standards in the preparation of your quotes and thus ensure that no vital information is missing.
• The system automatically creates an opportunity and a follow-up activity for each quote issued. Thus three processes are achieved from one input. This supports efficient management of all active quotes both by the users and also by sales management. The management side of the system is updated automatically as the sales person prepares the quote. He doesn't have to do two actions.
• The system has a window where sales staff can view all active quotes. This feature together with the automatic follow-up prompts ensures that all quotes are followed up timeously.
• There is a won and lost management report tracking the outcome of quotes issued by sales person or product group. If quotes are lost the system tracks whom they were lost to.
• The system automatically tracks statistics by person of the number and value of quotes issued this month and last month, due this month as well as the value sold this month. This is motivating to the user and also encourages him to follow-up and update the status of opportunities in the pipeline.

If you are interested in finding out more about Advantage CRM Software and the benefits thereof, contact us or call us on +27 11 462 6871 and we will gladly be of further assistance.