Customer Enquiry and Quote Management

Easily track and follow-up your invaluable customer enquiries and quotes

  • Total visibility of activity in sales pipeline
  • React to enquiries quickly and efficiently
  • Calculate enquiry to sales ratio
  • Store supporting information sent with an enquiry
  • Record enquiry source for marketing analysis 

Put a stop to missed sales opportunities

Record all enquiries into your business – telephone, email, fax, web forms, via sales rep – against a customer or prospect’s CRM record and set parameters to ensure a follow up occurs within agreed time frames. No more post-it note reminders! You’ll easily spot if customers aren’t experiencing the response times you expect of your team.

Your enquiries are gold-dust and prof.ITplus will give you power to capitalise on them effectively. The system manages all your documents enabling you to attach emails, images and other files to your customer records. These documents can be anything from quotes to purchase orders, customer comments to statements. Helping you keep on top of your communications, all in one system!

Furthermore, log all quotes in prof.ITplus and monitor those that don’t convert to sale and tempt them with specially designed sales promotions.

Knowledge is power

Regularly mine your bank of stored enquiries for customer intelligence

If you know what customers are frequently asking about, use the information wisely. You could develop training sessions for your sales staff so they know exactly how to deal with common enquiries. You could build an FAQ section on your website to reduce the number of time-intensive phone enquiries your team has to deal with. Or if you have customers regularly asking for the same non-standard products, maybe you should consider extending your product portfolio.   

Get in touch and put a stop to missed sales

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