Need to eliminate duplicate effort in updating your CRM, Excel or Word?
Now you can integrate quote/order information automatically to the CRM system.Our clients that use the ACT Hosted Premium are looking for a better solution to easily create quotes and integrate the Quote>Order>Invoice process with their ACT CRM. The ACT solution offers a generic quote development tool that is Microsoft Excel based, but is not customizable to most businesses needs. ACT users are looking for help in obtaining solutions that would help them develop a quoting tool to their specific business needs.
How long does it take for your sales team to create a quote in MS Word? 15mins. to a half hour? How many times have they sent the quote out to the customer and with incorrect totals or pricing due to manual updating?
