QuoteWerks integrates seamlessly with leading customer relationship management (CRM) software, such as ACT! GoldMine, KnowTia, MS CRM, Maximize, Outlook, Outlook BCM, salesforce.com, SalesLogix, SugarCRM, and TeleMagic. This integration allows you to instantly start quoting using your lead and customer information that is already in your existing contact management software. You will never have to re-type your customer information, and no importing is required!
If you do not use one of the above-mentioned CRM, you can use the built-in contact database that comes with QuoteWerks.
Quotations can be produced quickly and professionally with the option to email (a pdf file) or host for online customer engagement. All quotes can be tracked and converted to Orders (Sales/Purchase), Invoices and Lost Sales. With links to your CRM, every quote creates an accurate forecasted sale so you get a meaningful pipeline. With links to popular accounting systems (like QuickBooks and Peachtree), invoices created in Quotewerks can be sent for payment processing the back-office software.
Author: Ravi Lal
I have worked on several CRM projects and have found that keeping technology simple, makes it most effective. It’s easy to get carried away with bells and whistles but if you want good user adoption then just make it easy to use and tackle your main issues. These products get to the heart of the matter, don’t cost the Earth, can be implemented quickly and will achieve most of what you need straight out of the box. I am passionate about all things Sales & Marketing related so connect with me on Skype (ravilal2005), Whatsapp (+447747599294/+971506449083) or LinkedIn (ravi1a1)