Sales Force Automation>Quote Management
Quote Management:
SalesboomTM hosted Quote Management Software is the perfect complement to the robust Sales Force Automation (SFA) features that form a strong core of Salesboom on demand CRM. With Salesboom it's easier than ever to create more effective sales proposals by generating multiple quotes per opportunity. Very simple to use, quotes can be generated on the fly by sales executives via an intuitive user interfaces. Simply choose the products from the Products database and within minutes generate a professional sales quote in PDF format and e-mail it out. If your business has dedicated Quote staff, Salesboom has the ability to model your quote preparation and approval processes that fits your business ? all with the ease of point-and-click web-based forms.
Salesboom is the only on demand CRM vendor to offer Quotation Management tightly integrated with hosted SFA and as a standard part of the Salesboom Enterprise Edition CRM. As well, our Quotation Management software is tightly integrated with Salesboom Contract and Billing Management, also included in Enterprise Edition. With customizable record fields, customized reporting and customizable workflow automation, Salesboom is the perfect choice for any business looking to streamline Quote-to-Sale processes.
Try our hosted Sales Force Automation software trial and test drive Salesboom Quotation Management software free, for 30 days. Following are some of the features:
Generate Quotes & Proposals On The Fly
Save time, money and resources by letting your sales representatives give real time quotes based on product information entered into your Salesboom CRM by your controller or product manager. Alternatively, for dedicated Quote staff, model the Quote creation and approval processes for more efficient interaction between Sales and the Quote department. Attach any documents for a sales proposal and e-mail it along with the quote ? all within the Salesboom web-based interface.
Full Product Database Tightly Integrated with Quote Management
Salesboom is a complete web-based, hosted CRM & ERP provider. Included in Salesboom is a full Product Database, complete with Catalogs so that quotations can be made from real time product information controlled by your business. This is a perfect solution for product centric businesses, especially when product changes are frequent. As a product manager or controller creates or edits products and adds them to a product catalogue and assigns the price, etc., then instantly that product is made available to the Salesboom Quote Management software so Sales executives and Quoting departments can create quotes based on the latest products. Never has it been easier for your company to create accurate quotes based on real time data.
Full Integration with Salesboom Billing Management Solution
Opportunities in Salesboom reference the proper Quote within the CRM and, when the opportunity is closed, invoices can be generated instantly and e-mailed to the customer from within Salesboom. User Profiles ensure only designated employees can manage the billing process and customizable workflow automation ensures the appropriate parties are notified of all Billing actions.
Full Integration with Salesboom Opportunity and Contract Management Solutions
Salesboom Contract Management and automation gives business the ability to create contracts and associate them with quotes as well as contacts, accounts, opportunities, etc., within the Salesboom hosted CRM & ERP functionalities of Enterprise Edition. Quotes and opportunities can be associated with contracts such that while viewing a contract you can see the expired quote history and the accepted quote related to the opportunity from which a contract was executed - right from the contract screen. Never has it been easier to measure quote to sale metrics and get a 360 degree view of what it really takes your business to close a deal.
Customizability to Accommodate Your Business as it Grows and Changes
Salesboom's sales force automation quoting software and proposal management systems are fully customizable to grow with your business, and are fully web-based to empower your business with the tools to change your quotations process, on the fly, as you wish. With customizable record fields, customized reporting, customizable workflow automation, and customizable User Profiles, Salesboom is the perfect choice for any business looking to streamline business process from Quotation to Sales.
Sell More, Manage Less
Salesboom's Sales Force Automation Quoting software is proven to help your sales team concentrate more on selling, and less on working with sales and quote documents. Save time, money and overhead while increasing the productivity of your Sales team by having all documentation in one central database. With the click of a mouse, attach any document with a quote to generate elaborate and detailed proposals for e-mail to your client.
Instantly E-mail Sales Quotes
Don't waste time trying to export your sales quote from the Salesboom Quoting Software and proposal management software system. Generate the quote and send it to your prospect with the click of a button in real time.
Your prospects don't want to wait on all the fine print. Throw out your copies of Microsoft Word and ExcelŽ and stop spending hours re-creating sales quotes. Spend your time selling, and let Salesboom generate your quotes for you on demand, so your prospects don't wait a second longer than they need to.
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