Sales is an important pillar of doing business. It is the bridge between a company’s products/services and the end customers. The sales team needs to be dynamic to promote growth. A quoting software will empower your sales team to impress more clients, helping you grab and retain more customers.
With technological advancements happening at full throttle, the technological ability of the average person has widened multiple folds. To make your business successful, you must adapt to the current landscape; different forms of technologies. You can do this by incorporating tools like sales quoting software, task management software, hiring software, etc., in your methods of business operation.
But, the question is how to identify the best sales quoting software from a bunch of choices. Performing research, analysis, and critical comparisons to arrive at a conclusion will be a time taking process.
We have proposed some functions that a quoting software must deliver to help any business grow and function smoothly. These points will help you analyze the qualities of a utilitarian sales quoting software for your business and make the ideal choice.
- Offers customizable templates for a professional approach:
A unique visual branding strategy helps you build your company’s equity and market value before the prospective client. The right sales quoting software consists of a variety of easy-to-edit quotes templates and other business templates for your ease. You can edit these templates according to your brand guidelines to add your brand’s essence to specific documents. This will help you distinguish yourself from your competitors.
- Allows integration with various business apps and streamlines the sales process:
The absence of integration between multiple business applications used within an organization makes the process clumsy and time-consuming. Constant to and for to share, review, and locate important documents affects business efficiency. Switching to a quoting software enables you to have a coherent relationship between multiple business apps saves time and wipes out errors.
- Helps automate the entire sales process and drive more value:
Preparing quotes for clients is a basic process for businesses to generate leads. The problem is dealing with multiple of quotes and tailoring them as per each client’s needs. The answer to this multiplied workload is automation. It has many advantages like lower operating costs, faster turnaround, consistent production, etc.
- Facilitates seamless internal and external collaboration and eliminates guesswork:
Good communication in the workplace is important for the productivity and efficiency of a business. Ineffective communication leads to communication gaps resulting in loss of time, energy, and sometimes leads. With document sharing features of a quoting software you can easily share documents, receive internal reviews and approvals, client’s consent using the same document. You can also set approval workflows to eliminate congestions in the sales process.
- Provides a secure and fast eSign option:
A sales quoting software with an option to send quotes for eSign will help you maintain industry standards. eSign is a legally recognized option that has changed the face of online signatures. It saves time, cost and enhances user experience worldwide. It is an eco-friendly alternative that will help your business prosper and go paperless.
- Brings consistency to your documents:
A manual process cannot match the consistency of a machine-driven process. A technology like a sales quoting software brings a visual consistency required in the business documents like a quotation, proposal, or an estimate. It helps your business build trust and establish authenticity before the clients by maintaining a unique brand identity.
- Provides centralized storage:
Imagine being unable to close a deal due to a delay caused by not locating the quote on time. Who would be at fault? Is it the salesperson for not preparing quotes for the client? Is it the designer for saving it at some random place, or is it the organization’s fault for not adapting to a better functioning way? A sales quoting software comes with centralized storage where you can segregate folders for different clients. This will help you retrieve the desired file on time in the future, eliminating any mishap.
- Allows you to focus more on clients:
Customer conversion and retention are two major performance indicators of a business. But a long-winded manual sales process keeps you occupied. It drifts you apart from spending time on managing good customer relationships. A quoting software will combat this problem by freeing up your time. You will be able to plan fruitful methods of customer retention to take your business ahead.
The success of any business today has got a lot to do with technology. According to Spiceworks, about 44 percent of companies worldwide have expanded their IT budget in 2020 to mark growth. There are multiple benefits of having current technology in use. Not just preparing quotes for clients, but the complete sales operation process gets aligned with a quoting software in use within an organization. You can automate your marketing, hiring, and other tasks using appropriate software and reach greater heights of success.