What is quote management?

Quote management is the process of creating, sending, and tracking sales quotes. This can be done manually or with quote management functionality right in the CRM. Quote management can automate the process of creating and sending quotes, as well as tracking their status. This can help sales teams close more deals and improve their win rate.

The quote management process is one that is commonplace among most businesses. The need to quote and quote again, however, is something that is unique to the quote management process. The quote management process is the process of creating, sending, and tracking sales quotes. This can be done manually or through the quote management functionality of the CRM.

This can be done manually or through quote management functionality built right into the CRM. Quote management automates the process of capturing quotes, setting up sales orders, and tracking the progress of those orders. This makes it easier to manage quotes, access sales data, and optimize sales cycles.

A quote is an offer made to a customer. Quotes are used to manage sales and make sure you are quoting the best price for your customers. Quote, management software can automate the process of creating, sending, and tracking sales quotes. This saves you time and ensures you are always quoting the best price for your customers.

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High Velocity 

Get ahead of everyone else with predefined user roles and the most effective approach to modern sales.

Live Dashboards

Track and focus on key sales activities in real time to drive overall sales performance.

Best Practice

Rizer CRM lets you manage and sell effectively from day one instead of starting from scratch.

 

Discover how Rizer CRM is different! 

We focus on all aspects of your sales team so they can focus on closing more deals. With Rizer CRM we provide a better way of managing the full cycle from lead to customer, onboard, retention and follow-on sales. We help maximize the value of your relationships. Our software comes packed with features that make sense to you. Here are some of them: 

Never lose a deal

Stop losing deals. Recycle the rejected products instead. Reconnect with the lead once the time is right. Sell more.

Products are the focus

Rizer CRM has a product focused approach. Closing deals, onboarding and retaining customers are all built around your products.

More leads, less data entry

We handle both inbound and outbound leads so you have all relevant info in once place. With the help of our forms leads arrive from the website in the CRM without the need of tedious copy pasting.

Organization that works

With Rize CRM, we break up your pipeline into clearly defined actions. Each deal contains everything you need to succeed: all the people involved, every discussion, every task, important dates, etc. All in one place.

What to expect from our software solution

Lead Management

By managing both inbound and outbound lead flows and by providing the right qualification tools in each case, we allow sales teams to access the leads with the most probability of closing, regardless of their source.

Customer Management

Once a lead becomes a customer, Rizer CRM helps you streamline communication between after sales teams and the beneficiary for a smooth transition. Keeping with our product-focused approach, we track products both in onboarding and retention.

Product Management

Rizer lets you add your products and manage them within the system. Each of the products added can be matched with existing key custom variables for better management of lead and customer data.

Deal Management

We talked before about predefined roles and processes, and a product-focused approach to managing sales. All these come together in the way Rizer manages and organizes deals.

High Velocity Sales Model

High Velocity Sales is an inside sales model that will help increase your sales performance. It involves the use of specialized teams. Compared to others, the user management inside the Rizer CRM lets you set specific functions for each member of your team.

Analytics

You can stop the hassle of exporting data and manipulating it outside of the CRM or always having the feeling of missing out. Because of the way we structure and predefine data, Rizer can provide analytics like no other solution.

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Simplify your daily routine and double your sales using our powerful yet still easy to use tools:
generate leads, qualify, sell, onboard, retain, upsell and track performance in one intuitive tool.

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