Who wouldn't want to increase sale productivity from 10% to 800%? "What's the catch?" you ask. Read on to learn more. Right off the bat, don't waste your time even reading this article UNLESS you Need a more effective way to connect to "C-Level Decision Makers." Want to work from...
Category: Sell More
The next QuoteWerks Release is here!
QuoteWerks Version 5.3 Build 4 includes new payment options, ACH support for QuoteValet, credit application submittal for GreatAmerica and Ingram Micro Lease-IT Partners, updated search window and much more! Watch this webinar as we demonstrate how to utilize these new features and answer questions about the latest release! New QuoteWerks...
Being in the Right Place at the Right Time
Earlier in the year I was asked to write a guest column for a publication by the trade organization PSDA. In their magazine "PS" they published 6 articles by me over 3 months . One of those articles was titled "Staying in Touch and the Power of Repetition." Here is a...
If We Want to Keep CRM Simple … And Let’s!
People have a tendency of over complicating what they need to do to make CRM work for them. By the same token, there is enough complication in doing even what is simple that frankly it is best to start with the basics. So what are the basics? They're right here...
An Easier Way to Do Your Day
There seems to be some misconception that CRM software is going to make it more difficult or time-consuming to do the things one has to do during the day in sales or administration. That may be so for some, but not from my personal experience. CRM software, once configured and...
Let Me Tell You a Story …
As a software category, CRM software is special. It is one of the few applications a business person uses that is explicitly for the purpose of managing relationships. And, not just "customer" relationships - also prospects, vendors, strategic alliances, and other types of relationships can all be stored in a...
Audacious Honesty as a Sales Strategy
au·da·cious /ôˈdāSHəs/ (adjective) - showing a willingness to take surprisingly bold risks. synonyms: bold, daring, fearless, intrepid, brave, courageous, valiant, heroic, plucky. hon·es·ty ˈänəstē/ (noun) - the quality of being honest. synonyms: integrity, uprightness, honorableness, honor, morality, morals, ethics, principles, high principles, righteousness, right-mindedness. Sales can be thought of as...
QuoteWerks and ‘QuickBooks Online’ Integration
The QuickBooks Online Integration enables users to quickly, easily, and accurately send any QuoteWerks document to QuickBooks Online as an Estimate, Invoice, Sales Receipt, or Purchase Order. Once exported, QuoteWerks will: Create items that do not currently exist Create customers that do not currently exist Write all line items into...
ATTENTION QUOTEWERKS OWNERS
Announcement for QuoteWerks Owners The QuoteWerks Development Team is planning to release Version 5.3 in the next month or so. In preparation for the upcoming release, you may need to upgrade your SQL server or migrate your QuoteWerks database to a newer SQL server. If you do not know what...
The Better Way To Do Sales Quotes
Most sales quotes are emailed to prospects and customers. Businesses use a variety of methods for preparing the quote itself - word processor, spreadsheet, accounting software, etc. There is a better way, and it's called QuoteWerks. QuoteWerks is a the most decorated tool for generating professional sales quotes on the...