Grow Your Business with Built-In Workflow & Automation
Easily Manage the Full-Cycle Prospect Pipeline from Leads to Quotes to Customer Implementations
Dashboard – to see your business at a glance
See your business at a glance with pipeline progress summarized in the intuitive dashboard display. Instantly know your prospects’ status, how many quotes have been sent and accepted, how your implementations are progressing and more. The dashboard display is your jumping off point to support ongoing opportunities and address outstanding issues that are affecting your business. With a few clicks you can dive into the details you need to keep your customers happy.
Fact Finder – to manage your prospects
The FactFinder is your lead management portal, allowing you to capture new leads and track their progress through the quoting process toward becoming customers. Link online forms to your web site to capture prospect information right from the source. Guide prospects through numerous qualifying questions to help them with the most accurate responses possible.
Pricing & Quoting – to quickly prepare accurate quotes
The QuiteBuilder module is an advanced configure-price-quote engine all in one place. Create quotes that draw from pre-loaded pricing sheets representing everything you sell, from recurring services to physical products like time clocks and security tokens, to consulting hours and more. Point and click your way through building accurate quotes that guide salespeople through a rule-driven process that controls important quote details for your business. No more errors from spreadsheet formula problems or out-of-date pricing.
Implementation – to seamlessly launch new customers
Start new customers on the right path with a seamless handoff from sales to implementation. Your implementation staff gets instant access to all pre-loaded information, avoiding mistakes and confusion in the handoff process. By following the step-by-step implementation process, implementation staff can onboard new customers with ease, leveraging features like capturing information only one time to avoid rekeying, and digital signing with Adobe EchoSign — included free.