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.