Don’t let the selling process cramp your style, or the success of your business

The selling process is lengthy, at best. And with CRM quoting systems, there seems to be no way around this. Sometimes the technical nitty gritties extend the selling process beyond ‘lengthy’’, into something that is really time-consuming. And at its worst, it can become a full-blown waste of time and energy. Let’s face the facts –  in this day and age, the old CRM quoting systems seem to carry more baggage than benefit. So ask yourself this, is your quoting process holding you, your business and your clients back? If you’re thinking, ‘yes, to all the above’, you can rest assured that there is a solution, a better way to quote that will save you time and increase your sales. And it’s a simple click away.

Is quoting drawing out your selling process? 

We know how the story goes. You have a new prospective client, and they are expecting an official quote from your business – ASAP. Easier said than done, right? Let’s break down the selling process and see where your time is going.

1. Draw up the quote

First things first, you need to draw up a quote, taking into account pricing, financial factors, ROE and other variables for calculating proposed costs. This stage is highly prone to error and redrafts, and so can take 30 minutes or longer to finalise. And sometimes even days!

2. Upload the quote 

Once you’ve sorted the quote, you need to upload it as an opportunity in your CRM and attach a copy of the quote.

3. Present the quote

The next step is to print out the quote and present it to your client. If you get the deal, great! 

4. Prepare the paperwork 

Now that you’ve got the deal, it’s time to close the opportunity in the CRM and prepare the paperwork. This includes the Rental Agreement, Service Agreement, Installation Form, etc. – all manually drawn up. And guess what? You need to recreate each of these forms every time you get a deal – and yes, manually.

selling process

Speed up the selling process with Cloud Quote

So what’s the solution to time-consuming CRM quoting processes? The answer is short and sweet (much like the selling process when using it) – Cloud Quote. And this is what it can do for you:

1. Fast calculations

Cloud Quote gives you access to the latest product, pricing and deal calculations, allowing you to compile a quote in less than 3 minutes. Yes, you read correctly! It can be that fast. 

2. Tracking of quotes

The second you create a quote, it’s available in both your pipeline and the management reports. This means up-to-date sales metrics, instantaneously. 

3. Instant opportunity updates in CRM

You can set up the Cloud Quote software to automatically add new quotes to your CRM system, so you don’t have to worry about manually capturing them after completion.

4. Automatic paperwork

You can use Cloud Quote to automatically complete a document pack for your specific deal. So you can skip all that manual duplication!

selling process

Want to see the software in action? Click here for a tutorial video. 

Want to spend less time quoting, and more time selling?

We know you have better things to do than fiddle with quotes for hours on end. As Thomas Edison said, “there is a better way – find it.” Luckily, you have to look no further than Cloud Quote for a seamless quoting solution. Our quoting software will speed up your selling process, and then some, freeing you up to spend more time doing what you do best: getting down to business!

Interested in purchasing Cloud Quote quoting software for your organisation? Get in touch with us today.

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