Quote management is an essential process for any product and services company, carried out to analyze and process transactions. It encompasses major stages of ordering and payment processing for customers and supplier. Smooth transaction management is a trait sales team vouch for and the clients are always contented and at peace when they know there is no track record of delayed or incomplete payments. The ideal strategy in this regard is to strengthen on account management through relevant tools rather than relying upon human interventions. Make end to-end supply chain financing work smoothly by integrating Genic Solution’s CRM software and eliminate your dependency on individual employees or their personal traits. Because emphasis on customer relationship management is greater when the routine tasks such as order processing, reminders and follow-ups are left to CRM. Improve the efficiency of quote management process and ensure a customer service level that is genuine and up to the mark.
Our Quote Management module is highly customizable, the section and features can be altered and aligned with respect to your current business practices.
It curtails all the necessary features that may be required at every step of communication with the client; approvals and signatures, client’s ordering history, reminders for payment and ordering and so on. Besides creating dashboards and visualizing online trends has never been that easy, keep your stakeholder informed at every step of the way. CRM makes the tedious and approval intensive process of quotations management easy and stress-free. Taking routine process to online tools is not only time-saving, it promotes efficient working at the same time. Quotation management software is an aid in every manner. It is a holistic tool to ensure error-free, time-saving and extraordinary performance with extraordinary visibility of performance indicators significant to the customers and vendors.
Add-On services are always a great help, especially when it supports the back and forth, communication intensive process of quotation management. It is indeed a way-out to lead the quote evaluation and processing practice. CRM quote management module has a diverse range of support services incorporated. On-site assessment is an on-demand service which gives leverage to the customer to receive personalised quotations produced after on-site visit. On-ground assessment date, venue, and findings are all visible on the portal for customers and sales team to view, follow-up and discuss. On-site assessment feature helps get quotes through successfully and keep a track of everything.
The approval of the quote is not an easy task. Before a service is booked or a product is purchased, a quotation moves back and forth between customers and sales team for tweaks and modifications. Signature is an essential trait and E-signatures can serve as a great time saver for getting quotations approved because online processing adds pace to the whole process and keeps a track record at every step. E-signature is a supportive feature to make sure all stakeholders are aligned, and agree upon quotation’s terms and agreements. Quote management is centred around a trail of signatures and electronic signature reduces approval delays remarkably.
Client Records serves a greater purpose than just maintaining track records of order quantities and bill of material. The online service of quote management has a database with client records of all customers, the services availed, and a detailed dashboard with historical data of successful quotes till date. The database maintains a complete record and can give extraordinary insights on customers’ projected demand which can help with accurate forecasting.
Constant reminders are essential in getting quote through. The quote management system saves you from the hassle of following up with your customers to check on the status of the order, it does so by sending out automatic follow-up and reminder notifications at interval set in calendar by you. The follow-up feature aims to serve as a helping hand; reminders are automatically generated to keep pace with time. In addition, tracking function is a support feature to check scheduling criteria and customer’s response to the reminders, if any. The reminder and follow-up feature keeps the focus aligned and set the priorities straight, without investing additional time and resources.
