I am curious what tools people are using out there to generate and manage their sales quotes. I would like to better understand the market for our online quoting system.
I use the quoting function inside our CRM. I would not consider an online quoting system that did not directly integrate with our CRM.
Where do most of your leads come from?The lead source is different for different business lines. For our consulting business out our leads come from qualified referrals. For other business lines we take advattnage of web-to-lead forms that push information into our CRM.
Eg. Quote request form on your
website, phone, email, etc.
Where/how do you store your pricingWithin our CRM we store pricing information. For higher-end custom work we have a standard pricing guidelines sheet on a shared Google Doc
How do you generate, send, and trackThe majority of our quotes are generated from within our CRM. Highly customized quotes are generated from templates stored in DropBox.
How many quotes do you produce perBetween 10-15
How much time do you spend per weekDepends on the percentage which are for customized work. In general between 3-5 hours.
generating and sending quotes?