What are some good quote management tools?
A good quote management tool is one that is already integrated into the CRM that your sales team is using. This will give you direct access to product information, pricing, and lead information. Additionally, all customer communication will be centralized, allowing for improved reporting and analytics.
Another important aspect of a good quote management tool is its ability to “template” the creation of quotes. This will save your sales team a considerable amount of time, which can be better spent on other tasks. Additionally, it will ensure that all quotes are consistent and accurate.
Finally, a good quote management tool should provide a way for your sales team to track the status of each quote. This will allow them to follow up in a timely manner and close more deals.