As you know,
bottlenecks in creating quotes arise when the products to be added are complex.
Customer requirements demand creation of bundles or new product configurations.
In such circumstances, you can either waste hours by creating quotes manually
or prefer to use configure price quote
software to complete the process in minutes.
Creating a
quote of complex products, can be a daunting task but the guided selling
feature in this sales quoting software makes
things simpler. When required to create a quote that involves a combination of
products and services, you don’t have to browse through the complex catalog in
order to create a configuration.
While you are
preparing a quote, the feature asks a set of questions in order to understand requirements
of the customer. The questions help the system to narrow down the choices. According
to your input, the system pulls the product from the catalog that best fits
your needs. The feature literally guides
you in creating an accurate combination of complex products.
Another
important aspect of guided selling feature is that it allows you to compare
products. This will enable you to analyze and decide which products are most
appropriate to meet customer requirements.
Guided selling
feature is a boon for sales reps who are novice in creating complex configurations.
With this feature, their performance can match with seasoned experts. As a
result, the productivity of your sales team can improve dramatically. The
feature also automatically recommends upsell and cross-sell opportunities,
while you are creating a quote. This will not only increase order size but also
provide higher profit margins.
On the whole,
if you want to streamline and simplify your complex quoting process, it is
necessary that you use a configure price
quote solution that comes with a built-in guided selling feature.
Also since the software tool integrates well with your existing business systems
like ecommerce, ERP and CRM systems, incorporating it into your business will
not be an issue.
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