CRM with quotation creation
Professional offers created in a few seconds
Why do you need a CRM with quotation creation? The creation of quotations and order confirmations is one of the everyday jobs of every company. This makes it all the more useful to make this routine work as efficient as possible. CRM software can be extremely helpful here.
Smart integrations and interfaces,for example to your ERP system, save you a lot of time and nerves.
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With just a few clicks from the opportunity to the offer
You have a new customer who shows interest in your products or services. You can now set up an opportunity directly from the contact that has already been entered in CRM. In it, you enter all the details about the opportunity, such as the items, discounts or potentials. Easily create the calculation by dragging and dropping the corresponding items from your catalog.
From the opportunity, you are now just as easily creating the quotation. With just one click you can get to the offer configurator. This is equipped with customized templates and text modules. You simply select the required elements and the professional appearance is secured with the shortest time.
Thanks to the convenient Microsoft integration, you can easily revisit the offer with all selected text modules. If everything is right, create the offer as a PDF with a single click as well as optionally a ready-to-send e-mail with your individual template text. Creating offers has never been so easy!
ERP integration for the perfect workflow
In many companies, ERP is the leading system: all sales items are stored there and the invoicing is usually done from it. This makes it all the more important that CRM and ERP systems interact seamlessly with each other.
Then, for example, the items for the quotation configurator are transferred directly from the ERP in order to be dragged into the offer by drag and drop. With the acceptance of the offer by the customer, the final order confirmation usually takes place in the CRM system. This is then transmitted directly to the ERP, where you then write invoices and take further action.
360° view also on your offers
Like all other customer-relevant data, every offer created ends up in the corresponding customer file. Thus, every offer is transparently visible and comprehensible for all employees at any time. With the CRM app for mobile devices also on the go.
Automatic tracking
Make sure that the offer you have just made is not forgotten and that you will check with the customer in good time. The CRM system automatically creates a task with quotation creation that reminds you to proactively contact the customer in due time.
FAZIT to CRM withoffer creation:
Take full advantage of both systems with seamless integration of CRM and ERP without media breaks.
Effortless data exchange, easy quotation creation, reliable tracking and always over 360° everything in view – you and your employees make everyday work noticeably easier and also reduce the risk of errors.
