Part of the problem with creating quotations is the lack of consistency; Every sales rep does things a little bit differently. It can be a challenge to make sure every rep has the most up to date price list and product knowledge. Automation brings unparalleled consistency to quotation generation, which is important for a number of reasons.
You will see a huge reduction in errors when you switch to automated document generation. Because the majority of the document is produced automatically, there is a smaller likelihood of data entry error. No more out of date pricelists as pricing information will be pulled from the most up to date pricing strategy from within the software itself. Rules can even be applied that will automatically apply any necessary discounts, and forward any relevant brochures or literature with the price quote.
Improves Company Image
Customers respond to branding on a subconscious level. Having consist company branding can give potential clients a feeling of trust and will help to build a reputation of quality. Providing a quote that is professional, concise and easy to read will help customers feel confident in choosing to work with your company.
Deliver on time
Using software to generate quotations is much faster than producing them manually. Increased turnaround time means your clients will have a quote in their hands ready for review while the discussion with your sales staff is still fresh in their mind. The faster they have the quote, the sooner they can begin to review it, and potentially, the faster you have a sale.
Not only will quotation automation save your sales staff valuable time, but it will also improve consistency and help to maintain a positive company image. It is an excellent tool for a growing business.
SnapSuite is a Toronto based software company that helps businesses in the B2B industrial and skilled trade industries increase their operational efficiency using simple to use software tools.
Call us at 647-494-8011 to learn more about how we can help your business.
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