The Third Wave Advantage CRM Software Quotes System has several benefits to any business. An overview of the Advantage CRM Software Quotes System is 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 the Advantage CRM Software  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 CRM Software for each quote entered.

Benefits of the Advantage CRM Software Quotes System

Users and management will experience several benefits arising from the Advantage CRM Software Quotes System, namely:

• Once you enter the client contact data into the Advantage Software you never need to type it again therefore ensuring that the contact details are correct on future quotes, thus eliminating errors.
• Further, it ensures that the latest contact details for your customers are in the Advantage  CRM Software so it supports the on-going maintenance of Advantage.
• Preparation of quotes is often a time consuming process for a sales person. The Quotes System 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 3 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 2 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.