Quoting and Proposals
Quote, Order, and Billing Management the easy way!
A streamlined quote and order management process is the critical link between your sales, finance and fulfillment organizations. RedHorse CRM's order management system gives you a fully integrated business process from quote to order, cash and fulfillment.
With RedHorse CRM's order and quote management capabilities your sales team can easily convert quotes into approved sales orders; which then flow to the finance team to import into the accounting software for invoicing and revenue recognition. RedHorse CRM also integrates order fulfillment with inventory management and suppliers, improving efficiency at every step.
From executive to fulfillment specialist, everyone within your organization gains role-based real-time visibility into order trends, status and sales history -- enabling them to streamline the order management process, identify bottlenecks and resolve customer queries quickly. Executives can monitor sales performance, support representatives can view order status, sales representatives know when to make follow-up calls, and everyone can check delivery schedules in real time.
RedHorse CRM's Quote Management center is the perfect complement to the robust Sales Force Automation (SFA) features that form a strong core of RedHorse CRM. With RedHorse CRM, it's easier than ever to create more effective sales proposals by generating multiple quotes per opportunity.
Very simple to use, quotes can be generated on the fly by sales executives via an intuitive user interfaces. Simply choose the products from the Products database and within minutes generate a professional sales quote in PDF format and e-mail it out. If your business has dedicated Quote staff, RedHorse CRM has the ability to model your quote preparation and approval processes so it fits your business. All with the ease of point-and-click quote templates.
RedHorse CRM offers Quotation Management tightly integrated with your CRM and SFA models. As well, the Quotation Management software is tightly integrated with RedHorse CRM's Contract and Billing Management, also included. With customizable record fields, customized reporting and customizable work-flow automation, RedHorse CRM is the perfect choice for any business looking to streamline Quote-to-Sale processes.
Following are some of the features:
Generate Quotes & Proposals On The Fly
Save time, money and resources by letting your sales representatives give real time quotes based on product information entered into RedHorse CRM by your controller or product manager. Alternatively, for dedicated Quoting Staff, model the quote creation and approval processes for more efficient interaction between Sales and the Quote department. Attach any documents for a sales proposal and e-mail it along with the quote; all within the RedHorse CRM Quote Center interface.
Full Product Database Tightly Integrated with Quote Management
Included in RedHorse CRM is a full Product Database, complete with Catalogs so that quotations can be made from real time product information controlled by your business. This is a perfect solution for businesses, especially when product or service offerings changes are frequent. As a product manager or controller creates or edits products and adds them to a product catalogue and assigns the price, etc., then instantly that product is made available to the RedHorse CRM Quote Center. Your sales executives and quoting departments can create quotes based on the latest products. Never has it been easier for your company to create accurate quotes based on real time data.
Full Integration with RedHorse CRM's Billing Management Solution
Opportunities in RedHorse CRM reference the proper Quote within the system and, when the opportunity is closed, invoices can be generated instantly and e-mailed to the customer from within RedHorse CRM. User Profiles ensure only designated employees can manage the billing process and customizable work-flow automation ensures the appropriate parties are notified of all Billing actions.
Full Integration with Opportunity and Contract Management Solutions
RedHorse CRM's Contract Management and automation gives business the ability to create contracts and associate them with quotes as well as contacts, accounts, opportunities, project, and support tasks, within the single system. Quotes and opportunities can be associated with contracts such that; while viewing a contract you can see the expired quote history and the accepted quote related to the opportunity from which a contract was executed - right from the contract screen. Never has it been easier to measure quote to sale metrics and get a 360 degree view of what it really takes your business to close a deal.
Customizability to Accommodate Your Business as it Grows and Changes
RedHorse CRM's sales force automation quoting software and proposal management systems are fully customizable to grow with your business, and fully empower your business with the tools to change your quotations process, on the fly, as you wish. With customizable record fields, customized reporting, customizable work-flow automation, and customizable User Profiles, RedHorse CRM is the perfect choice for any business looking to streamline business process from Quotation to Sales.
Sell More, Manage Less
RedHorse CRM's Sales Force Automation Quoting software is proven to help your sales team concentrate more on selling, and less on working with sales and quote documents. Save time, money and overhead while increasing the productivity of your Sales team by having all documentation in one central database. With the click of a mouse, attach any document with a quote to generate elaborate and detailed proposals for e-mail to your client.
Instantly E-mail Sales Quotes
Don't waste time trying to export your sales quote from the RedHorse CRM quoting and proposal management software system. Generate the quote and send it to your prospect with the click of a button in real time. Your prospects don't want to wait on all the fine print. Throw out your stand alone copies of Quote Software and Proposal Generators and stop spending hours re-creating sales quotes. Spend your time selling, and let RedHorse CRM generate your quotes for you on demand, so your prospects don't wait a second longer than they need to.
Your Biggest Benefits:
- Accelerate cash flow by integrating every step of the order management process, from quote to cash and fulfillment
- Reduce unnecessary paperwork and errors
- Take control of the quote and order-to-cash process with integrated approvals, discounting policies, pricing and more
- Monitor orders and manage performance in real time
- Exceed your customers' order expectations by giving them order and delivery information automatically.
RedHorse CRM - Fully integrated software for maximum efficiency:
RedHorse CRM is a fully integrated solution that covers all aspects of your business, including, marketing automation, lead generation and tracking, quoting, sales, order entry, contact relationship management, help desk, ticketing, project management, surveys and analysis, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With RedHorse CRM, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!
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