What’s Your Need – Quote to Order Workflow
The best thing about your quote is winning it.
There are many ways in which Quosal will help you win sales; we’ll do just as much for your business AFTER you win. Our first goal will be to work to ensure you don’t have to enter information twice into your operational or accounting systems with quality integrations and process know-how.It’s easy to underestimate the information flow that takes place after you win your sale – especially if new products are created through your quoting process, as is often the case. Customer onboarding, product creation, final opportunity system updates, sales order generation, service ticket creation – all are just a small sampling of some of the activities when a customer says “yes”. For many customers those steps consume hours and cut into profit margins – in some cases, to the point where winning a quote isn’t viewed as the win it should be. Quosal automates to reduce or eliminate re-entry of data, remove steps, reduce errors and increase efficiency and profitability.