Perhaps the most important feature you should look for is the ability to help forecast sales for the upcoming month and year.
With Sales & Forecasts by Product in our CRM for Manufacturing you can view your sales (won deals) based on the products you sold and the products added to your “quotes”, based on expected closing date. Sales forecasts are also a very important tool for provisioning.
Professional sales quotes can be easily created from deals in 2 minutes, with the option to export as a PDF or send the offer from your email address.
Your quote template can be customized (and translated in any language) for each team, and you will use your own predefined pricebook.
New quotes can be subject to team leader/admin approval before the sales rep can send them to the customer. You can generate an unlimited number of quote revisions for each deal and access them from one central screen (quote history).
A sales pipeline will help you visualize your sales process. It will show where your deals are. A visual pipeline makes goals easier to achieve by breaking any process down into trackable tasks. It can make the difference in your bottom line.
Your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.
Automate and simplify processes across front and back-office. You can save time on recurring tasks like manually sending emails or creating follow-up activities.
You will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.