Creating
quotes is just a matter of few clicks when you use a Sales quoting
software. The software tool that speeds up the quoting process
and make your sales reps more productive, can take your business to the next
level, provided it has certain features that make it stand out among the rest.
Following
are the features to look for in a sales quoting tool so that you can analyze
and achieve your sales growth targets with ease:
It is a Web-based
Quoting Tool
Web-based
means you need an active Internet connection in order to operate the software
tool. These cloud-based applications run inside a web browser and do not
require any installation of software and hardware components on the user’s
side. Online sales quoting system is convenient and far easier to manage as
compared to on premise applications. No matter what the location or the time of
the day, you can operate the cloud-based quoting software as long as you have
Internet access.
Provides On-the-Go
Access
Sales
reps are always on the run, moving from one prospect to next. Their main job is
to interact with prospects, understand their requirements and accordingly
create a quote to meet their needs. In such circumstances, if sales reps have
to go to the office every time they want to create a quote, then this can
actually become a great hindrance to their performance. To overcome this issue,
sales reps need to use a software tool that will allow them to handle quoting
activity on the go. This is possible if the quoting tool is available on mobile
devices. A mobile quoting application gives your sales reps the opportunity to
create quotes on smartphones and tablets. So choose the Best mobile sales
quoting app and manage your quoting activity on the fly.
Offers Reporting Capabilities
You
certainly don’t want to use another software tool to analyze your sales
performance. So make sure the sales quoting tool you choose allows you to build
custom reports on quotes, sales and orders. These reports should give you an
overview of your performance across various factors that include sales reps,
category, territory, vendor etc. Viewing these reports will enable you to make
smart decisions so as to improve your sales productivity.
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