A structured process to guide your sales team in cold calling potential customers and closing big deals.
This step involves receiving a request for a quote from a potential customer. The customer might express interest in certain products or services and ask for their prices and other details.
In this step, the sales team prepares an itemized list of the products or services the customer is interested in, along with their prices, payment terms, and delivery details.
The prepared quotation is then sent for internal approval. This could involve the sales manager or other higher authorities in the organization.
Once approved, the quotation is sent to the potential customer. This could be done via email, post, or any other agreed-upon method.
The sales team follows up with the customer after sending the quotation. This could involve answering any queries the customer might have or negotiating the terms and conditions.
Once the customer agrees to the terms and conditions in the quotation, the deal is finalized. This involves the customer accepting the quotation and placing an order.
This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.
The Sales Quotation process is a vital part of any business that sells products or services. It is the initial step in the sales cycle, where a potential customer expresses interest in a business’s products or services and asks for a quote. This process requires a great deal of collaboration, internal approvals, and persistent follow-ups. The detailed and accurate quotation not only helps to secure potential customers but also establishes a professional image of the business. It provides a clear understanding of the offerings, their prices, and the terms and conditions of the sale. This process, when done correctly, can significantly improve the conversion rate of prospects to customers, thereby increasing revenue. It also ensures that both parties are on the same page, reducing the chances of future disputes. Additionally, it aids in inventory management as it helps in forecasting demand and planning accordingly. Therefore, having a well-defined and efficient Sales Quotation process is beneficial for any business.
Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.
With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.
You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.Create an Account
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