Creating quotations in a few clicks and keeping track of them all for follow-ups? What are the odds of success? What is the current project forecast? Who plays which role in the project and which arguments could convince the decision-makers?
With SMARTCRM, you can spread your projects out in detail. Calculate quotations using list prices from the product master, define discounts or additional fees, and calculate item and project totals. When preparing the offer, uniform templates ensure compliance with your corporate design. Detailed analyses allow you to make well-founded forecasts of the expected incoming orders.
In doing so, you can flexibly take different perspectives for the forecast. If, for example, projects have to be revaluated after a customer interview, the corresponding data can be changed directly in the system. SMARTCRM.Projects then automatically calculates the new forecast.
We have eliminated our double quotation writing. The sales-relative data are current at any time for our sales employees and available all around the world. SMARTCRM facilitates our maintenance development and the assembly process.Bernd Breuninger, CRM project manager at Herrmann Ultraschall GmbH & Co. KG