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Product ID: 393305EAU
 
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Sales Quote Automation: Benefits and Pitfalls

OnDemand Webinar (55 minutes)

Learn how to expedite your quoting process with integrated technology to beat your competition and win more sales.

In today's fast-paced market, the ability to present a professional looking quote to a client quicker than the competition could mean the difference between winning and losing the sale. Is it taking your sales team too much time to create a quote? If two sales people present a quote from your company to the same client, would the client think they were working with two different companies? Are you interested in automating your sales process? If you answered yes to any of these questions, you will not want to miss this on-demand webinar. This program is critical for any sales manager or executive that is looking to increase the effectiveness of their sales team and operations.

Authors

Brian A. Laufer, Aspire Technologies, Inc.

Agenda

Why Use a Quoting Solution

• Word®, Excel®, CRM or Accounting Software to Create Quotes

• Speed, Standardization and Reporting

Integrating With Existing Infrastructure

• CRM

• Accounting and ERP

• Websites

• Vendors and Distributors

• On-Premise, Cloud, or Hybrid Cloud

Delivering the Quote

• In Person, Fax, Email, Online

Closing the Sale

• Creating Interactive Quotes - Give Options: Good, Better, Best

• Electronic Signatures

• Capturing Payment

Common Concerns

• IT Requirements

• Maintenance

• Costs

• Implementation Time