CRM with quotation generation

Why do you need a CRM with quotation creation? Creating quotations and order confirmations is an everyday job for every company. This makes it all the more sensible to make this routine work as efficient as possible. CRM software can be extremely helpful here.

Smart integrations and interfaces, for example to your ERP system, save you a lot of time and stress.

From opportunity to quote in just a few clicks

You have a new customer who shows interest in your products or services. You can now set up an opportunity directly from the contact already entered in the CRM. In it, you enter all the details about the opportunity, such as the articles, discounts or potential. You can easily create the calculation by dragging and dropping the relevant items from your catalog.

You can now create the quote just as easily from the opportunity. Just one click takes you to the quotation configurator. This is equipped with customized templates and text modules. You simply select the required elements and your professional appearance is secured in the shortest possible time.

Thanks to the practical Microsoft integration, you can easily view the offer again with all the selected text modules. If everything is correct, you can create the quotation as a PDF with a single click and optionally create a ready-to-send e-mail with your individual template text. Creating quotations has never been so easy!

ERP integration for the perfect workflow

In many companies, the ERP is the leading system: all sales items are stored there and invoices are usually created from it. This makes it all the more important that the CRM and ERP systems interact seamlessly with each other.

For example, the articles for the quotation configurator are taken directly from the ERP to be dragged and dropped into the quotation. Once the quotation has been accepted by the customer, the final order confirmation usually takes place in the CRM system. This is then transferred directly to the ERP, where you then write invoices and carry out further actions.

360° view of your quotations too

Like all other customer-relevant data, every quotation created ends up in the corresponding customer file. This means that every quotation can be viewed and tracked transparently by all employees at any time. With the CRM app for mobile devices, even on the move.

Automatic tracking

Ensure that the quotation you have just submitted is not forgotten and that you follow up with the customer in good time. The CRM system automatically creates a task when the quote is generated, reminding you to proactively contact the customer when the time comes.

CONCLUSION on CRM with quotationcreation:

Take advantage of all the benefits of both systems with seamless integration of CRM and ERP without media disruptions.

Effortless data exchange, easy quotation creation, reliable tracking and a 360° view of everything at all times - you make everyday work noticeably easier for yourself and your employees and also reduce the risk of errors.