QuotationManager

Module for Sales Marketing Customer Journey

Create uniform offers in your corporate identity at the push of a button

 

Advantages

  • Time saving, offer creation with a few clicks
  • Uniform design for uniform marketing
  • Reduction of error rates, as customer-specific prices are automatically determined from the ERP system
  • Transparency for all employees because all offers are stored centrally and in CRM
  • Field service has more time for sales arguments
  • The customer is enthusiastic about the performance

 

BACKEND

  • Wizards
    • Automated offer writing
    • Select products by drag & drop
    • Customer-specific prices are automatically determined from the ERP system
    • Customer-specific prices can be overwritten at product level
    • The system creates the offer in PDF format and sends it within seconds via e-mail.
    • A versioning is carried out when offers are improved.
    • Direct conversion of an offer into an order
To the module overview
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