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?
PROJECT.Business
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.
SMARTCRM.Projects used by customers
We are very satisfied with support and sales assistance. Our helpful contacts at SMARTCRM are always there when we have questions. We receive fast and competent help, and problems can usually be solved quickly. The acceptance of SMARTCRM is really high in our company, as all employees are comfortable with the CRM solution.
Martina Rauer, Project Manager Marketing and SMARTCRM System Administrator at RP-Technik GmbH
