action in the sales quote will definitely attract the customer to purchase the product .
Accounting , CRM , ERM , PSA Update
After you send your quote to the customer , make sure to update your work in the systems that are used by your organization . This can be achieved by sending the quote to the accounting , CRM , ERM , PSA system of your organization . This update is important so as to keep the concerned authority in the loop . Salesforce CRM integration or QuickBooks accounting integration is easy if your organization is using a cloud-based system . You may have to seek the services of a developer to configure Autotask or Connectwise PSA integration into your system
Automate and Add Some Eye Candy
The amount of time you spent in creating and sending a sales quote also influences the chances of sale . For instance , if you take a week ’ s time in sending a quote , there is a high probability that the customer might have got a new quote from another reseller in much lesser time . The point is , delay in giving a quote to your customer can considerably reduce your chances of getting a sales order . So you need to send the sales quote as early as possible in order to get a positive outcome .
An easy way to immediately send quotes is to use web based quote software . The software automates the sales quoting process , which means you devote very less time in creation of quotes . So as soon as a customer asks for a quote , within minutes you will be able to generate it once you know the requirements .
So if you want to increase the chances of sale , do not forget to take into account the aforementioned things when generating a sales quote .