Quoting by Salespeople
Streamlining the quoting process
Streamlining the Quoting Process
One of the functions of the Aura Business solution is salesperson quoting, which supports a consistent offer generation process for clients. Organized management of offer documents in the system contributes not only to a uniform brand image but also positively impacts relationships with contractors. Salespeople have full control over the actions they are performing, know what stage the discussions with the client are at, and remember the necessary steps to finalize the transaction.
Client Testimonial
„CRM implementation is a challenging process, and we were aware that it doesn't always end successfully. A good understanding of the client's needs and professional support from Questy at every level of the implementation led us to success. Today, I can proudly say that we observe an increase in the efficiency of our sales team, and that was exactly what we were aiming for. I can confidently recommend Questy and their solution, Aura Business CRM.”
Salesperson Quoting Features
- Offer List: All offer documents are visible in a single view as a list, which can be tailored to the user's needs.
- Offer Document: A few clicks are enough to create a new document filled with the most important customer service details.
- Products: From the product offer built in the system, you can easily select the products you want to offer the client.
- Prices: The document will display prices and discounts pre-assigned to the client, but these elements can be edited.
- Separators: It is possible to present several variants of a single offer thanks to the separator functionality.
- Connections: With extensive links between system elements, full control over planned actions is possible.
- Templates: Each offer can be presented on a unified and attractive template tailored to the company's specifics.
- Messages: The created offer document can quickly be printed or sent as a PDF attachment by email to the client.
- Orders: Any offer can be reused to create a new offer or order.
- ERP Integration: Integration with the trading and warehouse program allows for the retrieval of data necessary for generating offers.
- Reports: All aspects related to offers can be tracked using standard or custom reports.
- History: Client-assigned offers are available in the history section of the contractor's card and the sales opportunity.
- Offer Approval: You can define the value of an offer or discount, and if it's exceeded, offer approval by a supervisor will be required.
Benefits of Implementing the Aura Business System
- Maintaining a unified offer standard.
- Speeding up and automating the quoting process.
- Ability to check the history of submitted offers.
- Customizable templates tailored to individual needs.
- Fast offer approval and sending to clients.
- Control over elements linked to the offer.
Do you have greater needs and are looking for a tailor-made solution?
See how the Aura Business system can support your company.
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