When it comes
to making your quoting job easier, you can always rely on Sales quoting
software. From speeding up the quoting process to shortening the
sales cycle, the quoting tool can do wonders to your sales and revenue.
However, there are still companies who continue to use Excel Sheets for quote
management.
Here’s why
you need to stop using Excel sheets and prefer quoting tools:
Reporting
Although the
software tool is helpful in quote management, you certainly don’t want to use a
separate system that gives a better understanding of your sales progress in a
visual manner. This can be accomplished through reporting, a built-in feature
in most quoting tools. The tool has the ability to create reports, which will
help you to keep track of your sales performance. With this feature, you can
generate a range of reports which will help you to get a better view of your
selling activity. You can also create customized sales report to retrieve
information like sales by category, number of outstanding quotes per sales rep
etc.
Allows you to Prepare Attractive
Professional Quotes
Remember,
quotes reflect what you as a business stand for. So quotes that are sent to the
customer need to have a professional appearance. Keeping this aspect in mind,
the quoting tool you choose should have templates that add a slick and
professional look to the quote. This is critical if you want to impress
prospects and win deals. Sending such attractive, professional quotes increases
customer confidence in you, paving way for repeat business.
Provide Ability to Work from Anywhere
Most quoting
tools run on cloud-based platform, which means you no longer have to be in the
office for quote management. The Best online quoting
tools give greater flexibility to work since you can
access your quote-related information from anywhere in the world. Now you can
use your laptop and even smartphone for creating quotes, provided the devices
are connected to the Internet. The Mobile app quoting
software allows you to use your iPhones for managing quotes.
Once the Internet is available, you have to login to your account from the
device and get started.
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