Wizard Systems

Tailoring QuoteWerks to Your Industry: Maximising Efficiency and Relevance - Event 24/7

In today's competitive business landscape, having a sales quote solution that truly understands your industry can make all the difference. QuoteWerks, a versatile quoting software from Wizard Systems, offers robust customisation options that allow businesses across various sectors to streamline their quoting process. But how can you ensure you're making the most of these features for your specific industry?

Join us for an upcoming webinar on Wednesday 24th July at 2pm UK time, where we'll delve into the art of customising QuoteWerks to suit your unique business needs. Whether you're in IT, manufacturing, construction, professional services, or healthcare, this session will provide invaluable insights into optimising your quoting workflow.

During this 30-minute webinar, we'll cover:

1. Template Customisation: Learn how to create industry-specific quote templates that speak directly to your clients' needs. We'll show you how to incorporate relevant fields, sections, and industry-specific terms and conditions that will set your quotes apart.

2. Product Database Optimisation: Discover techniques for structuring your product catalogues in a way that makes sense for your industry. We'll explore setting up industry-specific pricing models and incorporating variable options and configurations.

3. Industry-Specific Integrations: Find out how to connect QuoteWerks with industry-standard software and specialised tools, enhancing your overall workflow and eliminating data silos.

4. Workflow Customisation: We'll demonstrate how to set up approval processes and quote-to-order stages that align with your industry's best practices, as well as how to automate industry-specific follow-ups.

 

By the end of this webinar, you'll have a clear understanding of how to tailor QuoteWerks to your industry's unique requirements, helping you to improve efficiency, relevance, and ultimately, your bottom line.

Don't miss this opportunity to transform your quoting process and gain a competitive edge in your industry. Register now to secure your spot!

 

We look forward to seeing you there and helping you unlock the full potential of QuoteWerks for your industry!

QuoteWerks Standard Edition vs QuoteWerks Corporate Edition

QuoteWerks is a powerful quoting and sales proposal software used by businesses of all sizes. It comes in 3 main editions - the Standard Edition, Professional Edition and the Corporate Edition. While all versions offer excellent features for streamlining the sales quoting process, there are some key differences to consider depending on your business needs.

This article just focuses on Standard vs Corporate.

QuoteWerks Standard Edition
The Standard Edition is the base QuoteWerks product, designed for smaller businesses and self-employed professionals. It includes all the core quoting and proposal functionality such as:

- Product pricing and quoting tools
- Professional proposal document templates
- Contact management database
- Reporting and analytics

The Standard Edition is very capable for basic quote and proposal creation. It's a great choice for freelancers, independent contractors, home-based businesses, and small teams.

 

QuoteWerks Corporate Edition
The Corporate Edition builds on the Standard Edition with advanced functionality and tools for larger teams and enterprise deployments. In addition to all the Standard features, it adds:

- Microsoft SQL Server back-end database
- Advanced user security and permissions
- Integrated corporate product catalogue management
- Web access options
- eCommerce integration capabilities
- More integration options

The centralised SQL database, workflow controls, and product management tools make the Corporate Edition ideal for multi-user environments with complex requirements.

Benefits of the Corporate Edition
While the Corporate Edition has a higher price point, it delivers significant benefits for the right situations:

- Centralised database accessible to all users
- Granular user security controls
- Ability to manage large product catalogues
- Structured workflow and approval processes
- Integration with other business systems
- Customisable with company branding

The Corporate Edition essentially provides an enterprise-grade platform for streamlining sales operations across an entire organisation. This can drive major efficiency gains, lower administrative overhead, and improve sales effectiveness.

So in summary, the Standard Edition is a great fit for smaller businesses and individuals looking for desktop quoting software. But larger teams and companies with more advanced needs should strongly consider the additional capabilities of the Corporate Edition.

Try out the free trial of either edition to see which QuoteWerks product is the best match for your business requirements. Contact Wizard Systems!

Tracking Targets in Your CRM Increases Motivation and Results

Join us on our next Webinar on how to track Sales Targets with Workbooks CRM.  Webinar is on Wednesday 22nd November at 2pm UK time.

Click here to register

 

Here are some potential benefits of tracking salespeople's sales targets in a CRM system:

- Provides visibility into sales performance and progress towards goals. Having targets tracked in the CRM gives managers insight into how each salesperson is doing compared to their expected quotas or objectives. This enables better coaching and support.

- Enables data-driven compensation and incentives. Many companies tie sales commission and bonuses to performance against sales targets. Tracking targets in the CRM facilitates managing and calculating these variable compensation plans.

- Drives accountability and motivation. When salespeople know their targets are being monitored, they may be more motivated to achieve them. The transparency creates accountability.

- Improves forecasting accuracy. Sales forecasts are often based on bottom-up projections from salespeople. Tracking their committed targets helps improve forecast reliability and precision.

- Allows analysis of sales performance. Analyzing trends in target attainment, win rates, etc. can shed light on strengths, weaknesses, and training needs across the sales team. The data can lead to process improvements.

- Facilitates territory planning and optimization. Understanding each salesperson's targets and capacity for deals can help optimize assignment of accounts and workloads. This enables efficiency gains.

The key benefit is enhanced visibility. Tracking targets centralizes the data and creates transparency to better understand, monitor, and guide sales activities. With proper adoption, it's a valuable tool for sales management.

The Benefits of Using Email Templates and Snippets in Workbooks CRM

Email remains one of the best ways to communicate with customers, colleagues, and other contacts. Writing an email and ensuring that it is both engaging and effective can be a challenge. To help, many tools have been developed that make email composition easier, faster, and more efficient. Among these tools are email templates and snippets.

Email Templates are pre-written email messages that can be used in different situations. They are designed to save time by providing a framework for quickly and easily composing an email. They provide a structure for addressing a recipient, a subject line, and other content, making it easier to craft an effective email. They also allow for the inclusion of standard text, such as disclaimers, contact information, or other information, which can be customized for each email.

Snippets are short pieces of text, such as phrases or sentences, that can be added to emails quickly and easily. They often contain contact information, marketing messages, and other text that can be used to quickly compose an email. By using snippets, users can save time and avoid the need to manually type out the same text over and over.

Using email templates and snippets can be beneficial in many ways. They can help to save time and ensure that emails are composed quickly and efficiently. They can also help to ensure that emails are consistent and professional, with contact information and other standard text included in each message. Finally, they can help to ensure that emails are effective and engaging, making them more likely to accomplish the desired results.

Using email templates and snippets is an effective way to save time and ensure that emails are composed quickly, consistently, and professionally. By utilizing these tools, users can ensure that their emails are more effective and engaging, helping to accomplish their communication goals.

8 Reasons why using a Sales Quote solution like QuoteWerks, makes sense

How do you do sales quotations at the moment?  In an email, or some sort of Excel template?  Here are X benefits from using a sales quote solution like QuoteWerks:

1. Speed up the time for doing a quote - quick to launch from your favourite CRM, auto-populate the customer details, quick and easy product selection, adjust pricing, save quote and send via email.  Literally within minutes, you can be sending out you quote far faster than using Excel.
2. Branded quotes - A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close
3. Sales pipeline visibility - A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close.  Included Dashboard let you gauge your performance and top line figures.
4. Reduce errors - Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes
5. Standardise pricing and product details - Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation
6. Centralised quote storage - Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, and much more.  What's more, if you integrate to your CRM, they're accessible there too.
7. Create good looking quotes - Create anything as simple as a one page quote to 30 page proposals with our built-in layout designer of Microsoft Word templates
8. Manage products and services - Link to product data sources and import price lists. Create Bundles / Kits of products and services.  It's a great way again of having ONE central place to store and access all the information about your organisation's products, descriptions, technical data, images and more

Do you want to speed up the time to create great looking quotes?  Contact Wizard Systems for a demo!

How a CRM system can be used to track sales and opportunities

Here is a recording of a recent presentation of how a CRM system can be used to help you track sales and opportunities.  It features Workbooks CRM which we supply.

 

 

Benefits of using a Sales Quotation application vs an Accounting system for doing Quotes

Most Business Accounting software can create Sales Quotations, but our QuoteWerks Sales Quotation solution has some serious benefits for doing your quotes, yet integrated back into your accounting system.

• You sell to more than just your customers yes?  
  With an Accounting system there can be a complex process for setting up a customer record even before you can start creating a quotation.  It's a lot quicker with QuoteWerks to create quotes for prospects who have not yet bought from you.
  
  
• QuoteWerks links with Contact Management Software.
  With these links you can easily pull your prospect name and contact information into the quote and when the quote becomes an order QuoteWerks will create that new customer in your accounting system eliminating any re-typing of data. Also, the links write data back to the contact manager such as a follow up call and sales opportunity forecasting. Your accounting system may not write back to the contact manager or integrate in any way.
  
  
• Don't clutter your accounting system with items you didn't sell 
  In Your accounting system before you can quote an item to a customer you have to create that item in your accounting system. Creating the item in your accounting system requires that you specify a part number, description, income account, cost, price, etc. Then if the quote/estimate does not become and order, this item stays in your accounting system cluttering your item list.  In QuoteWerks, you do not have to create an item before you quote it. Additionally, when the quote becomes an order, QuoteWerks will create the item in your accounting system for you using the description, part numbers, costs, and prices used in the order. 
  
  
• Print Spec Sheets 
  Include spec sheets for products in the quote. 
  
  
• Unlimited number of users 
  With QuoteWerks a virtually unlimited number of users can be using QuoteWerks across the network at the same time. Your accounting system may have limits on the number of Users, and you may want to restrict access.
  
  
• Supports 9 pricing methods 
  QuoteWerks supports 9 different pricing methods including Markup, Discount, Gross Margin, Volume based, List, Formula, Fixed, Customer Price Levels, and Customer/Product price matrix.
  
  
• Supports Required Items
  QuoteWerks has the ability to specify required items. For instance, when you add Part A, QuoteWerks will also add Part B, Part C, and Part D because they are a requirement of Part A. Your accounting system may not offer this functionality. You can also specify substitute and optional items. 
  
  
•  Has a Configurator 
  QuoteWerks offers a visual Configurator that will allow you to systematically build your product and add it to a document. 
  
  
• QuoteWerks has links to the pricing databases of PC Industry distributors D&H, Ingram Micro, SYNNEX, and Tech Data. Additionally, QuoteWerks can get Real-Time Pricing & Availability from D&H, Ingram Micro, SYNNEX and Tech Data® extending the reach of how far a bridge QuoteWerks can create between the outside world and your accounting system itself. 
  
  
•  Track commissions 
  Run reports on commissions and display the commission for each quote/order on the quote. 
  
  
•  Compare prices across vendors 
  QuoteWerks has the ability to compare item prices between vendors and show the best price.. The tool will also allow you to specify which vendor(s) to search on.
  
  
• More control over each item in the quote 
  QuoteWerks can easily hide the prices of certain items in a document. You can specify what an items print properties are through an item attribute menu.
  
  
• Document Automation 
  QuoteWerks provides many document automation features. It enables you to very easily select and combine cover sheets, spec sheets, and literature documents that support the quote for simple delivery of the quote by print or by e-mail.
  
  
• Customer product price histories 
  QuoteWerks enables you to easily view a part/item price history as well as a customer's part/item price history when adding the item to the quote. 
  
  
•  Visually organize products 
  QuoteWerks enables you to organize and view your products in multi-level folder trees.
  
  
• Easily see your profit margin 
  QuoteWerks can easily calculate your profit margin per quote, order, and invoice, and is readily available. Your accounting system may not show profit margin very easily. Normally you would need to run a report to get this information. 
  
  

QuoteWerks Version 5 - Top 5 features of this new release summarised here

QuoteWerks Version 5.0 adds enhancements to Dashboards, the introduction of Auto-links, Multiple Product Database Search, Leasing, and more!


Auto-Links

Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities.

    
Multiple Product Database Search

Search across multiple product databases, including QuoteWerks, ConnectWise, QuickBooks, and more.

 

New Opportunities Dashboard




Opportunity Tracking has been around in CRM Software for a long time. Over all of the years, we have written many integrations that take the Quote opportunity data from QuoteWerks and translate that information into a format that the CRM software's limited opportunity capabilities can handle.

Really, all the information that you want to see in the opportunity is actually all contained in the quote.

The Opportunities Dashboard displays all of the metrics that we find important in analyzing our own sales opportunities here at QuoteWerks. The information displayed on this dashboard is read in real-time from the QuoteWerks database, which is the source of the information so it will always be accurate, up to date, and instant.

Support for Leasing Calculations




QuoteWerks has built-in lease payment calculation support. You can very easily offer your customer the option to purchase or lease the quote. QuoteWerks makes it effortless to give the customer multiple lease choices such as 12 months, 36 months, FMV purchase, £1 buyout, 0/1 upfront payment, etc. As the quote total changes, the lease payments automatically re-calculate!

All leasing companies are supported, simply enter your leasing companies lease rate factor data into QuoteWerks

    
QuoteWerks for Web *Coming Soon*

Use the web version of QuoteWerks to view and edit your quotes from anywhere using a web browser.