QuoteLink
QuoteLink is an intuitive software that connects QuoteWerks with Sage accounting
software*. The straightforward layout makes it simple to use with powerful results.
QuoteLink enhances your quoting software while feeding your sales pipeline and
saving your employees time they would normally waste re-entering information.
QuoteWerks
QuoteWerks revolutionary sales quoting software enables users to create
professional price quotes for their customers using contact information retrieved
from their customer relationship management software (CRM), such as Act!. Quotes
can then be pulled through into order entry in your Sage accounting software.
QuoteWerks will also feed the sales pipeline of your CRM (Act!) by creating
opportunities from the quotes generated, giving you a clear view of your forecasted
sales.
Inventory Sync
QuoteLink takes your existing inventory from your Sage accounting software and
syncs it in QuoteWerks to show you updated pricing, quantities available, and any
new product lines that have recently been added.
Transfer Quotes to Order
Quotes that have been generated can easily be converted into sales orders offering
the benefits of:
increases efficiency
reduced costs due to redundant data entry
prevents potential human error
Create Customer Accounts
Once a quote from a new customer has turned into a sales order QuoteLink will
automatically create a new customer profile in BusinessVision for them; eliminating
the redundant task of doing this manually.
For more information contact us.
