quoteman-Beyond Spreadsheets & Word: Why Your Business Needs Dedicated Quoteman Quotation Management Software?
Business does just fine without quotation management software. Then why is there a need for one? Why should one invest their money, time and manpower in buying and understanding quotation management software?
Let's find out:
1. Quotation retrieval
Current scenario:
The pricing and quotations are diligently made on a computer with the help of spreadsheets and/or Word. They are difficult to maneuver to find details. Most of all, these files are tough to retrieve. There are details that need to be extracted and used quickly. With the current software, doing so becomes a cumbersome task.
Ideal scenario
The tasks are too many, so are the quotes. Retrieving a file that was made just yesterday could cost hours.
2. Lead Tracking and building
Current scenario:
Situation without QuoteMan means either not keeping a record of the customer leads or storing them in individual files.
Ideal scenario
If QuoteMan is in place, then it means that recording and tracing back is easy. Knowing the lead referral would be a cake-walk. Finding out which lead converted into customer, which ones did not would be easy. This would make marketing more accurate.
3. Reason for Customer Loss
Current scenario:
When a customer is lost, the customer is simply lost. The reason for this loss is rarely recorded. Even if the reasons are recorded, they are not easily accessible at the time of report making. These files, however detailed they may be, do not have all the information.
Ideal scenario
Having QuoteMan’s software at your service would mean that the reason for every customer lost is noted. With every client, projections are made and information is maintained. Data is recorded for every conversion or rejection.
4. Reminders
Current scenario:
Maintaining logs for payment breakup, delivery of goods, and timely collection of payment is a task. constantly updating quotation status and setting delivery reminders can be mayhem. Imagine managing many customers, to it add many products per customer. Data managed manually can result in missing out on reminders.
Ideal scenario
Using QuoteMan, all your logs will be in soft format. Customer details, their product details, payment break-ups, delivery dates, quotation status, etc are all saved. Timely reminders on emails and Whatsapp for you and customer will help in seamless functioning. With reminders and updates on every stage of development, chances of missing will be far from few.
5. In-depth details
Current scenario:
Having and maintaining in-depth details of each customer is a task. This is being done across various platforms. Having to go through customer details and to sieve through all the information to get to the exact information that you need involves a lot of time. This process becomes lengthier if the source of data is missed.
Ideal scenario
For every client, all the details are systematically saved. When the need arises, an easy search on the software culminates the hunt. The details instantly flash. No data is lost or misjudged. A detailed information log is saved for every client. Making the client feel like their requirements and needs are cared for. As a result, establishing a good rapport between the company and client
All in all, having QuoteMan to do the tasks that are repetitive, time taking and requiring constant check can be a blessing for your business. This will enhance your company’s efficiency and leave a great image on your client.
If you think about it, a Quotation Management System is not luxury, but a necessity and in the long run, it’s more economical and beneficial to have it on-board.
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