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Make your customers happy - start giving them accurate quotes,
effortlessly. Win better deals more often with professional quotes that help drive accurate sales orders! |
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Now you can generate customer sales quotations and sales orders faster than you’ve ever imagined, right from within SalesLogix®! Whether you need to answer a casual price request or provide a formal quote, quotations are quick and easy to create – even for first time customers! QuoteWizard™ for SalesLogix® delivers with a powerful price list view, product selectors, revision and copying functions, OmniRush® integration and much more … • Up-sell by including optional products and services with every sales quotation • Authorized users add new custom products to the product catalogue right from within the quote • Authorized users can see costs and margins by product and for total quote • Copy existing quotes to the same account or to another account, saving valuable user time • Automatically track quotation revision history • OmniRush® a quote! Send the quote via fax or e-mail (RTF or PDF formats) at the touch of a button with OmniRush® and Client 1’s OmniRush® UI for SalesLogix® • And much more ... |
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QuoteWizard TM for SalesLogix® FeaturesFully built within SalesLogix ® …• Use SalesLogix products and pricing. With QuoteWizard TM for SalesLogix®, there are no duplicate catalogues to maintain• Create revisions of existing quotes and quickly update the opportunity from "most likely" quote • Copy a quote, to another account and create a new opportunity • Format your quote by adding a page break where you want • Update contact and account information from within QuoteWizard TM for SalesLogix®• Add a new contact or account during the quote process • Add a new opportunity during the quote process • Track quotations and opportunities to gather reliable information for sales and marketing … using SalesLogix ® Architect ...• Security restrictions used to ensure authorized access to costs and margin information • Sales quotations are customizable via Crystal Reports TM• Full SalesLogix ® compatibility ensures reliable remote synchronization• Custom tables added to facilitate accounting integration • Implemented using SalesLogix ® bundler technology• Licenses are available in packs of 5, 10, 25, 50, 75 and 100. A site license is also available. … to empower you with exceptional added flexibility! • Need to add an item that is not already in the SalesLogix ® database? No problem, with QuoteWizardTM for SalesLogix®, you can add products on-the-fly• Quickly add products to your sales quotations by: complete or partial part numbers and/or product descriptions, or simply drill in by group, model, family or type • Add or change quantities, descriptions and/or prices and insert comments for your customers • Manage your cost information through secure access • Make pricing adjustments based upon margin or dollar amount • Add shipping and payment term information as well as taxes and miscellaneous charges • Add confidential comments to the quote for internal use only • QuoteWizard TM for SalesLogix® offers 3 variations of quotes and can easily be customized• Out-of-stock? No problem, you can offer your customer substitute items • Include optional items for up-selling • Track your wins and losses and update your SalesLogix ® opportunities with ease• Base pricing on gross margin, cost plus, list price, volume and/or quantity based pricing programs • Use OmniRush ® to merge fax or e-mail quotesQuoteWizard for SalesLogix® can be purchased through your SalesLogix® Business Partner. |
