3 min read by Nichita Herpuț
published 8 luni în urmă, updated 8 luni în urmă
Whether it is an old client, or a prospective buyer offering them an impeccable quotation is important. Not only will it create a positive impression on the customer, but it will also help you in the long run to keep track of your clients and their needs.
The traditional approach to quotations takes time and effort. You have to manually prepare the price list, the product list, the discounts to have them all included in the quote. With this approach keeping track of things can be confusing. Having spreadsheets over spreadsheets can be overwhelming and in the long run, it can create data discrepancies and mistakes that could lead to losses that no company wants.
A quotation software or a CPQ (Configure, Price & Quote software), on the other hand, not only will reduce mistakes to a minimum if at all, but it will also have your quote ready in minutes and help you keep track of your clients. That is why we recommend you invest in a quotation software. But how do you choose one that is worth your money? Let’s see.
Before choosing a CPQ, you should research to see if the tool you might buy has all the features you need. Here’s what you should be looking for.
Structure, clarity, and templates are very important features to take into account when you pick your tool. They can help you differentiate between clients and keep track of them. It should also be easily customizable.
The template should also be mobile-friendly and easy to read, which is exactly what OptiOffer offers you. A template that your client can access anywhere and anyhow is better than an Excel file.
This one is essential, especially if you have a large number of products. Having a database where you can centralize all your products can make your life a lot easier particularly if you have clients that require different products every month.
Besides catalog management, you also need a database where you can add, edit, and target your clients. Find a quotation tool that offers you this feature as well.
Having an easy-to-use tool is just as important as having a tool that incorporates all the features you need. Since you might have a team of professionals working together, you need something easy enough that anyone can use it.
To recap everything, before you choose your software make a list of all the features you would like to have and that it must have. Then you can start your research and look for the perfect tool for your business.
What does all of this have to do with sales increase you might ask? An automatic quotation software can save you a lot of time, can help you deliver your quotes earlier, and can help you track your progress, all in one. Not only that, but you can also deliver more quotes since everything is automatically generated and you don’t have to spend time manually doing them. Inevitably you will see, growth. If not, you will at least be able to see what might have gone wrong in the process.
Luckily enough, OptiOffer offers you a free quote that you can use for as long as you want until you decide if you are ready to take it to the next level. You can check it out here.
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