• CRM Solutions Overview
• Marketing Automation
• Sales Automation
• Customer Support
• Project Management
• Time, Invoice & Billing
• Mobile CRM

Sales Automation

Benefits

"What good is a sales CRM if is doesn't contain the ability to deliver, store and maintain your sales quotes and invoices?" EBSuite's Sales Automation module is a complete system for your sales team, from prospect to closed sale. Create, modify and deliver sales quotes to your customers. Our sales quote system is directly integrated with our product catalog so your sales team can quickly, easily and accurately send sales quotes.

Highlights

Sales Quotes

Sales quotes are created for each sales opportunity. Since each sales quote is a contact, they are stored and sent in .PDF file format. As your sales negotiation progresses your sales quotes can be edited, cloned, modified with additional products or deleted.

Calculated Profit Margin

EBSuite's sales quote system provides profitability analytics as you build each quote. The calculated profit margin, product markup or discount and your actual costs are presented. This will ensure you can offer your customers' the best deal without the risk of errors and ensure that each deal is a profitable one.

Sales Quote with Your Brand

EBSuite's sales quotes come in several pre-defined styles. In addition, use Microsoft Word or Excel to design your own sales quote templates. Then upload your template in XML format. Our sales quote system will automatically merge your information to produce your sales quotes.

Standard Quote Pages

EBSuite's sales quote system provides two additional pages, a cover page and a back page for instructions or terms and conditions. As each sales quote is sent, the additional pages are added to your quote. The additional pages are designed by you in PDF file format. They support your company's brand and provide standard instructions for customers.

Sales Quote Approval Management

Eliminate errors! ¬Ý EBSuite's sales quote system allows manager's to review and approve sales quotes before they are delivered to your customer.

Product Catalog & Sales Quotes

EBSuite's direct integration between our product catalog and sales quotes enables accurate up-to-date product and price information. Since it is integrated there is less chance for errors and its easy to maintain. Our sales quotes even provide multiple price books to support your customer groups.

Sales Quotes Transfer to New Opportunities

As sales negotiations progress, deals often change dramatically. The original sales opportunity may change with each sales quote. In order to maintain the original sales opportunity information, some systems have you start over. With EBSuite its just one-click to create a new sales opportunity from a sales quote or update the original sales opportunity with the new products and prices.