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Quote Management

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Quote Management solution not only automates the process of creation, generation, approvals, and dispatch of standardized quotations to the customers, but also offers a unified interface to manage inventory, distribution as well as integration with SAP SCM all through the planning and sales cycle. BARTSuite CRM suite of applications includes add-ons such as Quote Management to control and manage the auto-generation of sales quotes. BARTSuite Quote Management is a solution that leverages existing tools and methodologies and assists you in winning high priority sales and valued customers. The solution not only automates the process of creation, generation, approvals, and dispatch of standardized quotations to the customers, but also offers a unified interface to manage inventory, distribution as well as integration with SAP SCM all through the planning and sales cycle.

 

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BARTSuite Quote Document Management

With this system you are able to easily configure the components, get approvals, and generate the quotations for dispatch.

Pre-configured quotations for rate contracts, automated multi-level approval process, rules driven discounting process, makes it easy to configure the quotations. Versioning of quotations makes it easy to pick old quotations and later edit them for regeneration. Compliance checks at each level ensure that the discount rules and rates fall within the norms. The system ensures that no quotation can be generated without approvals from each level.

Some of its important features include:

  • Policy and customer-centric product pricing management
  • Auto generation and management of quotes across the globe through a centralized system
  • Roles, Responsibilities, and Rules based multi-level approval process
  • Portfolio management with integrated pricing and BOM
  • Dynamically configurable portfolio management supporting rapid personalization of products
  • Integrated end-to-end flow from lead to invoicing
  • Printable quotes in various formats
  • Management dashboard
  • SLA Enforcement
  • Top-down goal setting, bottom-up forecasting, and tracking
  • Integrated planning and distribution tracking
  • Integration with SAP SCM

Create Quotes

You can generate quotes for regular business, rate contacts, or LTB. You can also generate quotes to renew existing rate contracts. Its association with CRM makes it easy to extract account information. Prices are automatically calculated based on the data stored in price books.

Product Portfolio

You can stay one step ahead of your competitors by recording details of existing products, prices, and technology.

Contact Management

Manage contacts from clients to vendors. When you want to Useful in up-sell or cross-sell to existing clients, it’s important that you know who your contacts are. Contact management enables you to store all information regarding your contacts including their address details, preferences and recent activities you have had with them.

Product Configurations

When you create a quote with a set of products, you can store them as a configuration that can be used in future quotes with similar requirements. This helps in cases of complex quotations where products need to be hand-picked.

Price Books

The inbuilt price book with multi-currency support eases the process of generating quotations.

Discounting

You can pre define rules for product discounting based on contracts.

Instant Alerts

All key events trigger an automated notification in the form of emails and alerts that notify the respective people and promote an immediate response from them.

Reports and Metrics

BARTSuite Quote Management provides a wide range of reporting and analytical tools for a better management of sales and its activities.

Account Management

Being a part of CRM, Quote Management has complete access to customer accounts. Account information is pulled up on selection while generating quotes.

 Contact Us

For more information or if you have query please reach to us:
Email: info@apppoint.com
Phone : +91 (80) 41103673

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