Managing Quotations

The creation and management of quotations for your prospects and customers is obviously vital to ensure rapid responses and the effective closure of opportunities.

Most organisations use desktop applications such as Microsoft Office® to create proposals, generally produced using a customised template. But how do you keep track of the different versions, taking into account different products, price fluctuations etc?

A CRM solution from CRM-UK can deliver the ability to produce fast and professional proposals for salespeople with a simple multi-currency quotes system using standard inbuilt or custom-built templates, which can be mailed, faxed or distributed as a Microsoft Word® document.

These quotes can be automatically saved in the customer folder, creating a new version number every time they are edited to take account of any changes, ensuring all staff have a view of the full history.