CSDP’s Marketing software supports your service sales force in their day-to-day activities, helping your in-house and field service sales team to save time, drive sales and improve customer relationships. Now you can provide your service sales force with contract templates (like gold and platinum service levels) or grant the power to customize any details of the contract including pricing per visit or per hour, parts discounts, meter pricing, number of units covered, response times, hours of coverage and any other specification. It’s also easy to create multiple service-level quotes on a single proposal. Your service sales team can effectively manage leads, prospects and quotes as well as track quotes to final approval or rejection. Our Service Relationship Management© Marketing software’s versatile “what if” conditional modeling enables the ability to generate final contracts from approved quotes.  Reporting features include reports for sales, revenue, discount and commission.

Sales & Quote Generation Software Features

  • Track communication, status chances, prospect requests, materials sent, demonstrations, next steps and other elements tied to a lead
  • Generate multiple parallel quotes on a single proposal
  • Manage and track quotes all the way to final approval or rejection
  • Templates may be created as standard offerings based on any combination of service levels
  • “What if” conditional modeling for customized service terms
  • Many configurable triggers
  • Reports for sales, revenue, discount and commission
  • Configurable, code-driven, scripted and can
  • Handle the simplest sale or complex service agreement
  • Other functions include: commissions, confidence levels, reasons for revision changes, prospect type, type of sale, type of sales approach and more
  • Highly customizable options including:

Sales & Quote Generation Software Benefits

  • Drive sales, save time and improve customer relationships
  • Several pricing options available based on parts, usage, flat rate, task, T&M, annuity, service offering levels, and user-defined surcharges/discounts
  • Optimize improvements in your bottom line costs and top line growth
  • Helps you open up new delivery and offering capabilities

See other SRM Software.

To speak to one of our SRM software consultants about what we can do for your company, please call 1 (888) 741-2737 or contact us here.

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