CRM & Quotation Management

CRM & Quoting Integration Essential

crm quoting video psa softwareHaving CRM functionality without integrated quoting functionality is like having a car without an engine. The goal of every marketing piece, every phone call, every initial meeting, is to get the prospective customer to the point where they want a quote from your company, because the quote is what turns into an order and that’s why you’re in business.

Proper CRM should help you:

  • Forecast revenue and margins for services, equipment and support,
  • Create a quote from any manufacturer price book or configurator,
  • Automatically update the opportunity forecast when the quote changes,
  • Forecast resources required for fulfillment (project management, training, wireless, virtualization, etc.),
  • Automatically turn the quote into an order without re-keying ANY of the information, and
  • Track the results of marketing campaigns by leads, quotes and sales orders generated.

See what Robert Stroud, Owner of Eclipse Technology Solutions has to say about what makes PROMYS PSA different with regards to CRM and Quoting.

CRM as a Strategic Planning Tool

Proper CRM is not just about automating marketing tasks and keeping track of opportunities. Good CRM is a strategic tool to help senior management plan for the present and get in front of growth issues:

  • What is next quarter’s profit expected to be? By line of business, by region, by vertical?
  • Where is my growth expected to come from?
  • Where do I need to add resources for fulfillment? What kinds of resources?
  • What are my most profitable reps doing that others could emulate?
  • Are we maximizing revenue and margin in all current opportunities?

CRM is only truly effective when part of a bigger picture

If you talk about truly managing a customer relationship, then you have to take a 360’ view of your customers. Pre-sales activities impact true project profitability and must be tracked, information captured as part of the sales process needs to be readily available to the fulfillment team and the sales person needs to know if the status of current projects or customer issues will impact a pending opportunity.

This can only be accomplished if CRM & quoting are part of an overall PSA software solution.

PROMYS gives you the web-based CRM functionality you need, directly integrated with a complete professional services automation solution. It offers turnkey modules for all your critical business processes.

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