Is your team spending a lot of time preparing customer quotations? Would you rather prefer your sales staff to utilise their time pursuing new opportunities and spend less time generating quotes? Are you having issues with incorrectly generated quotations? Would you prefer to provide your staff with a mobile quote tool that would enable them to generate quotes while out on the field? Unless you are a business selling only one type of product/service with a rigid no-negotiation pricing structure you are bound to answer ‘yes’ to the above questions.
Statistics state when dealing with customers who are requesting tailored services; generating quotations is difficult as well as time-consuming. With sales representatives reportedly spending more-and-more time working on generating customised quotations rather than pursuing new leads; organisations are constantly evaluating new tools / technologies that reduce their administrative workload. A custom quote generation application that helps develop tailored estimate according to individual customer requirements within a matter of minutes is one such tool. The mobile quote application needs to be a versatile tool that not only generates the quote; but provides a complete breakdown of the costs for requested products/services; as well as creates an exportable PDF / Word document that can be quickly shared with the customer.
Microsoft PowerApps Quote Generator
Empower IT has been servicing Australian businesses for more than a decade and as such have developed a quote generation application solely for this purpose.
Empower IT’ Quote Generator is a PowerApps based application that can be embedded on your company’s intranet site. Accessible on desktop and mobile devices; this application easily integrates with your internal CRM, Dynamics 365, SharePoint, Office 365 and other databases to source the data required for generating a custom quote. With all the data maintained in the CRM, businesses no longer need to worry about quotations sent out with inaccurate or outdated information. Within a matter of minutes you have a tailored sales quote with complete breakdown of costs ready to be sent to the customer. The sales quote document comes with personalisation options enabling businesses to include their logo, brand colours, sales representative’s and customer’s details.
Microsoft PowerApps quote generator is aimed at organisations handling increasing volumes of custom orders that require tailored quotations. It is also a must-have tool for organisations with a large number of field workers who need to generate quote while at a client site. Popularly known as the “mobile quote tool” or “field quote application”; this PowerApps based quote generation application helps businesses:
- Save time: Estimates, quote and invoices are created in a matter of minutes.
- Use existing pricing model: The price details are sourced from CRM (such as Dynamics 365) / SharePoint / Office 365. As a result the quotes have the current and updated prices
- Manage paperwork: All generated quotes are synced back to the respective customer automatically providing staff easy accessibility to the data. This helps eliminate administrative paperwork and overheads.
- Close deals faster: Customers like responsive service providers. With PowerApps quote generation application; sales representatives send project quotations within a matter of minutes rather than hours enabling them to close deals faster.
Whether your organisation deals with increasing number of enquiries; or you want to reduce the administrative overload of your sales staff; the PowerApps Quote Generator will help. Contact the Empower IT team for a demo.