SFA Strategies is focused on making your sales team more effective. If you would like to find out how right now, select any of the product test drives below.


 
 
 
 
 
Quotation Management

Empower your sales force and channels with the QMS proposal and quoting module to generate accurate proposals/quotes for their customers. QMS sales proposal and quoting tools:

. Generate proposals in either PDF, MS Word or Excel format.
. Calculate potential margin on the fly as quotes are built in the system.
. Save and create multiple revisions based on changing customer requirements.
. Copy previously placed orders into new quotes for repeat business.
. Track quotes by status (open, won, lost, etc.) for follow up and analysis.
. Convert quotes into orders.
. Archive quotes for historical reference.
. Integrate with your ERP to retrieve customer lists, addresses, products and more.

QMS is also fully equipped with online catalog, bill of materials and administrative functionality. With our online catalog you will impress your clients with superior functionality and flexibility. Rapid rules based engineering of all possible product configurations is at your fingertips with BOM configuration capabilities. An almost unlimited number of product configurations may be created. Easy to use point and click technology allow you to efficiently define and maintain your own product knowledge data. The module is designed to be used by non-programmers and is ideal for product specialist or product managers.

QMS is a perfect solution to ensure assembling orders quickly, and generating on-demand quality looking sales quotes and proposals for complex products. Stored in a database, they can be accessed in different formats, and utilized across the collaborative workspace. QMS generates proposals or quotes automatically, while minimizing iterative work and time-waste, consequently significantly improving proposal and quoting management practices.



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