The world of CRM is ever-evolving with something new regularly out of the tech horizons. Now SMBs can do something interesting with CRM systems. Really Simple Systems, a provider of CRM solutions for SMBs, has introduced a new feature that allows users to create sales quotations from their CRM. Named, ‘Quotations’, the new functionality offers an all-encompassing quotation and pipeline solution helping users manage and complete the entire sales process.
Executive Speak
Lisa Kilmister, Sales Manager, Really Simple Systems, says, “This new feature makes team collaboration really effective as everyone can see exactly what has been quoted and the status of the sales opportunity. It makes managing my sales opportunities really quick and easy. I think this will be a key feature for many of our customers.”
More about Quotations
The newly-introduced feature can be availed through Really Simple Systems’ Professional and Enterprise plans. Quotation enables users to create a quotation arising from a sales opportunity in the CRM. Users can then mail it directly to their prospects or customers. It also offers an option of seeing the quotation on screens and it can also be downloaded to files. The sales quotation remains stored in the sales opportunity record as well as the CRM providing a complete activity trail.
Customized Templates for Quotations
The CRM system of Really Simple Solutions is inclusive of a quotations template which can be tailored in terms of brand logo, payment terms, company branding and information, legal requirements, and more. Regional tax details can also be added with an option of showing tax against overall value or quoted line value.
This new feature is designed mostly for creating sales quotations but it works quite well for invoices and purchase orders. All a user has to do is simply change existing post-script text and document name on the template.
Quotations feature in the CRM system come with reasonable storage space for every price plan. Professional plan allows a storage of 5GB, and the Enterprise plan has unlimited storage. For now, Quotations is available juts for a single rate of taxation and single currency use.