Order Management Workflow

Fill Quoting Blackhole with Sales Information or What Happened to that Quote?

When selling with a diverse sales team, diverse meaning multi channel and multi location, sales can drop off radar. Unless a solid sales tracking tool is used, deals will be lost.

Speaking of sales tools, integrated order management is way cool. Like this:

Lead > Opportunity > Quote > Sales Order > Invoice this equals sales revenue. Most CRM does not do this because most companies do not have a quoting requirement. If you do have a need to define products, and price books and quote mult-items, and then track these data entities, the integrated CRM can be great for you.

Look here http://www.dataforcecrm.com for FREE CRM software including quoting.

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