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"How quickly can you send me a quote?" Available for Dynamics CRM 4.0! In business, time is money. While today’s CRM applications offer superior features often their learning curves are steep, especially for your sales team. That’s why we created Advanced Quote & Order Processing. It’s the perfect way to help your sales team provide quotes to their customers and prospects. It’s easy and fast! Quotes are quickly done directly within Microsoft Dynamics CRM 4.0. They are attached to the Contact or an Opportunity so they are readily available the next time you need them. Modifications are made easily and saved without losing the original quote. Your team can add, delete, modify any line item with the click of a button as well as change the sequence in which they appear on the quote. It’s easy and fast! We also made it easy to send quotes to your customers the way they want to see them. With a simple click your quote becomes a Word, Excel, pdf file or an email. But the part your team will appreciate most about Advanced Quote & Order Processing is the flexibility it provides. Unique features allow users to adjust the profit they want by modifying discounts and margin percentages instantly on the fly all on one simple screen. And your team no longer needs to spend time after hours creating pipeline reports since it’s automatically done for them. Converting quotes to orders has never been easier. Simply click a button. All the information is sent to your accounting* software. There are no additional manual entry errors to worry about and no waiting. We help you ship your order too! Advanced Quote & Order Processing will print the shipping label, packing slips and picking documents. All from within Microsoft Dynamics CRM! To learn more about how your team can process quotes and orders in an easy, flexible, organized fashion and become more efficient, productive and profitable, contact us to schedule a demo.
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