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Quote and Proposal Management Software

Salesboom Quote management is a flexible means of creating customized quotes that are integrated out-of-the-box with Marketing, Sales, Service & Support as well as the Quotations department and management. Many businesses, both SMEs and large enterprises alike, have difficulty protecting margins in these times of volatile commodity prices and constantly changing product prices. Most often quotation departments are so out of tune with real product costs and Sales promotions that quotations are sent to the customer without adequate margins, due to the difficulty of sharing information corporation-wide that directly effects the bottom line.

Salesboom Quote Management Software, on-demand gives your business the tools to share real-time data about product pricing and availability, current offers and promotions, sales pipeline and delivery volumes so that quotes can be generated with up to the second data, which can mean the difference between profit and loss on each and every sale.

Often times a deal has adequate margin at the time the quote was created, but inadequate consultation of upcoming price promotions that your company will ultimately be presented with by your lead as it falls within the time frame of the quote you sent them. Salesboom.com CRM helps businesses make sure that what is being promised to their customers is more in-tune with what those businesses can actually provide, while maximizing the potential for profitability for each and every deal and reducing friction between the Sales, Production and Quotations departments.

While preparing a quote for management in Salesboom CRM, employees have access to real time information that allow them to prepare quotes that will ensure success based on sharing of knowledge from across the entire enterprise and added to the Salesboom CRM system. At your fingertips is information on current and planned Marketing Campaigns

  • products and pricing information from Products and Products Catalogs
  • Commission compensations for the Sales rep requesting the quote
  • current Sales and delivery pipelines
  • Production backlog
  • employee schedule and availability
  • inventory
  • estimate the amount of support time that will be required of this sale based on previous case and incident management information

All this and more from one integrated business suite, and only from Salesboom.com

 
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