How can an online sales quoting system benefit your business

How can an Online Sales Quoting System Benefit your Business

The quoting process, be it for small, medium or large-sized company, can be timetaking when handled manually using Excel sheets. However, if you want to streamline your quoting activity and boost productivity of your sales team, it is time to use an Online quoting system. Managing quotations right from creation to converting them into invoices becomes a simple activity. In fact, managing your entire sales process is incredibly easy when you incorporate this online tool into your business.

Simplify your Quoting Process Produce quotes within a span of minutes, regardless of their complexity using these quoting systems. Whether it is about emailing a quote to the customer or customizing it as per your requirements, you can do it in a hassle-free manner when you have access to this software tool. Converting a quote into a Sales order or saving a quote as an opportunity is just a mouse click away.

Use any Device The online quoting system will also allow you to use any device be it laptop or smartphone, for creating and managing your quotes. Thus, you can do your quoting activity anytime and from any device as long as you have access to the Internet. It enables you to manage your quotes ‘on the fly’ from any mobile device.

Track Sales Performance Moreover online quoting tools like Insta Quote software comes with a variety of reports that give deep insights into the health of your business. These reports give an overview of your company’s progress towards achieving their objectives. Know how your sales reps are performing in terms of converting quotes into sales. For instance, the ‘Sales by Person’ report will enable you to know the number of quotes sales reps are creating every month. Find out the total amount generated from quotes that are converted into orders. Thus, the Reports feature in the sales quoting software can help you to monitor the performance of your sales team.