Managing Quotes for your Company with QuoteWerks

When we are working on sites with GoldMine implementations, it is often the case that we will review the way sales personnel issue quotes to clients. Sometimes this process can be quite structured, but many times it can be the case that individual sales people have found the need to develop their own way of quoting and recording quotes, as no set system or process had been defined to support them.

Over a period of time this will work for the individual and a good sales person will be able to manage their prospects, quotes and sales using a combination of Word and Excel. Difficulties do arise, however, when we look at an organisation that both wants and needs to be able to review, at any stage, what is the level and value of quotes currently issued across all areas within the sales function, and at what stage of completion these quotes are. It is quite normal for weekly meetings to be held to determine this information but this has the potential to delay an action that might result in a quicker completion of some of the active quotes.

The easiest solution is to have a centralised system of recording these quotes and sales activities. The GoldMine application allows for an organisation to monitor sales pipelines across their sales personnel, but on it’s own does not cater for the issue of quotes. One of the best solutions for this is QuoteWerks.

QuoteWerks enables companies to create detailed quotes and proposals with speed and efficiency, and allow powerful reporting tools to assist the quote management function. Whilst it integrates directly with GoldMine using the contact list and creating / updating the sales forecasts, it is not required and is a very powerful stand alone application, which could later be integrated with GoldMine should an effective CRM solution be desired.

The QuoteWerks interface is simple to use and in a very short space of time a company can be managing quotes across all sales personnel in one central system. It also allows for standardised consistent presentations for quotes and proposals, something that the use of Word and Excel often results in being lost. For those still happy using Word for their quote layouts, QuoteWerks also can merge to a Word template and save a PDF version linked back to the Quote giving the best of both worlds.

Please contact us if you would like to get more information about QuoteWerks or to see the application. There are two short videos on our video tips page to show the use of QuoteWerks using standard Product Bundle and Product Configuration Building quotes.

We are happy to be able to announce that there is a special Christmas 2011 discount of 10% on QuoteWerks licenses for all versions until December 16^th.

Please contact us if you want to discuss the special offer. Installation and training can be done at a later stage.