The main activities of CRM are to increase the interest of your target group into your brand, products and services and to deliver the best service one can imagine. Ultimate goal is to increase (or maintain) revenue. To increase revenue, the sales process needs to be managed. With the introduction of Synergy Enterprise we offered opportunity management to help you managing your sales pipeline. Now we are making the next step and are working on a quotation module.
Developing the quotation module, we have major 2 requirements: “Easy to work with” and “Fancy templates”. These 2 requirements are based on the assumption that:
- Account manager wants to spend as little time possible creating and maintaining their quotations.
- A quotation is the business card of your organization and can be one of the first formal contacts between your organization and your potential customer.
As the requirements show, we believe that ease of working with quotations and the ability to make the templates the way you want is more important than providing a full set of functionalities.
In the quotation card you can fill in most important information, like quotation number, project and opportunity information. You can enter the products and services you want to offer and define the discount you want to offer.
Based on this information, the quotation can be printed. The idea is to print it to MS Word, PDF and MS Outlook email. In the first version we expect we can deliver one of these printing options. The templates used to print a quotation are maintained in MS Word.
This blog gives you some insight in what we are working on. Because this project is still work in progress, the functionality described might deviate from what will become general available. The quotation functionality is not yet available, but we plan to have a first version available in product update 244.