Successful CRM users understand that their system acts as a central repository of customer and prospect information. When used efficiently, it empowers users to track and qualify incoming leads, and enables management to visualise their sales pipeline at both company and rep levels.
But getting the best return-on-investment from your CRM ultimately depends on realising productivity gains. Salespeople, from reps to the director need to complete tasks in as few clicks as possible.
Because in sales more than anywhere else, time is money – and salespeople don’t want to waste valuable selling time on repetitive admin work. The more barriers you remove, the happier they’ll be.
That’s why Maximizer is proud to announce the release of Maximizer Connect for Excel Quotes.
Customers using Maximizer CRM Live or running the latest build of Maximizer (2017 R2) can now create and modify quotes directly out of Maximizer via the new quotes tab.
With Maximizer Connect for Excel Quotes, users can create, manage and modify customer and prospect quotes in Microsoft Excel and attach them to the original opportunity – enabling you to track all sales activity inside your CRM.
OUT-OF-THE-BOX OR FULLY CUSTOMISED: IT’S UP TO YOU
Maximizer Connect for Excel Quotes comes with an easy-to-use template that your Maximizer administrator can quickly set up for use by your sales team. If you already have an Excel template you want to keep using, you can simply import it.
QUOTE SYNCHRONISATION WITH OPPORTUNITIES
Because your quotes originate from within the opportunities module, you can synchronise the total value of your individual quotes with the associated opportunity at a click. When you then run a sales forecast report, or refer to an associated dashboard, the data contained or illustrated will be accurate and up-to-date.
MANAGE YOUR QUOTE SETTINGS WITH EASE
Customise your quotes to include details like: quote ID prefixes, number of digits in the quote number and status.