Need to quickly provide proposals or cost estimates to your customers? Wish you had a quote tool that integrated with your CRM and ERP to seamlessly convert leads to actions to sales? Now you can and one of our customers is doing just that!
Joshua Creek Ranch (JCR) now uses the LaunchApps Quick Quote tool to build quotes from anywhere to provide quotes and proposed itineraries to their customers. Anytime a potential customer calls, building the quote is as simple as capturing their contact information and selecting the packages and items the customer wants. When the quote is done, client-ready PDF files can be sent to the customer with the price for their visit and what they would do. When the client sends their deposit, all the rates and activities from that quote are entered directly into their ERP management system. What's more, JCR has the flexibility to add and modify their own items and package so that they can tailor the system to exactly fit their needs.
Want to know more about how you too can create quotes from your CRM that will tie directly in to your order and accounting systems? Visit our website at www.launchworks.com or call us anytime at 877.857.7407