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.