Home   |   Contact Us   |   Free Trial  
EBSuite.com Integrated Modular Customer Relationship Management (CRM) EBSuite No Risk
 

Benefits
Sales Quote and Invoice
"What good is a sales CRM if is doesn't contain the ability to deliver, store and maintain your sales quotes and invoices?" EBSuite's Sales Automation module is a complete system for your sales team, from prospect to closed sale. Create, modify and deliver sales quotes to your customers. Our sales quote system is directly integrated with our product catalog so your sales team can quickly, easily and accurately send sales quotes.
Easy to maintain one system, product catalog and quotes
Reduce sales quote errors
Sales quote approval management
Instant profit margin
Support for multiple price books
Sales quotes transfer to new opportunities

Highlights

Sales Quotes
Sales quotes are created for each sales opportunity. Since each sales quote is a contact, they are stored and sent in .PDF file format. As your sales negotiation progresses your sales quotes can be edited, cloned, modified with additional products or deleted.

Calculated Profit Margin
EBSuite's sales quote system provides profitability analytics as you build each quote. The calculated profit margin, product markup or discount and your actual costs are presented. This will ensure you can offer your customers' the best deal without the risk of errors and ensure that each deal is a profitable one.

Sales Quote with Your Brand
EBSuite's sales quotes come in several pre-defined styles. In addition, use Microsoft Word or Excel to design your own sales quote templates. Then upload your template in XML format. Our sales quote system will automatically merge your information to produce your sales quotes.

Standard Quote Pages
EBSuite's sales quote system provides two additional pages, a cover page and a back page for instructions or terms and conditions. As each sales quote is sent, the additional pages are added to your quote. The additional pages are designed by you in PDF file format. They support your company's brand and provide standard instructions for customers.

Sales Quote Approval Management
Eliminate errors!   EBSuite's sales quote system allows manager's to review and approve sales quotes before they are delivered to your customer.

Product Catalog & Sales Quotes
EBSuite's direct integration between our product catalog and sales quotes enables accurate up-to-date product and price information. Since it is integrated there is less chance for errors and its easy to maintain. Our sales quotes even provide multiple price books to support your customer groups.

Sales Quotes Transfer to New Opportunities
As sales negotiations progress, deals often change dramatically. The original sales opportunity may change with each sales quote. In order to maintain the original sales opportunity information, some systems have you start over. With EBSuite its just one-click to create a new sales opportunity from a sales quote or update the original sales opportunity with the new products and prices.

Features
Sales Work Flows
Manage Sales by Email
Account Management
Contact Management
Lead Management
Territory Management
Opportunity Management
Sales Quotes
Customer Portraits
Sales Report Builder
Executive Dashboards
Asset Management
Activity Management
Product Catalogs
Sales Escalation
Document Management
Mobile CRM
Enterprise Integration


 

See it Now
Free Trial
EBSuite's CRM News
EBSuite.com Implements CRM Solution for Asteres Inc
Alcatel Selects EBSuite as CRM Partner In North America
S3 Partners With EBSuite.com to Ensure Oprah Winfrey's and Dennis Rodman's Security
CRM Solutions Information
CRM Solutions Overview
Marketing Automation
Sales Automation
Customer Support
Project Management
Security and Technology
Automate Your Work Flows
Sales Automation Flows
Customer Support Flows
Project Management Flows
  CRM Solutions
.:  CRM Marketing Automation
.:  Sales Automation
.:  Customer Support - Help Desk
.:  Project Management
.: 
  CRM Platforms
.:  Sync: Microsoft's Outlook
.:  Enterprise Integration
.:  Mobile PDA CRM Palm & Blackberry
.:  Offline CRM
.:  Sync: Palm, Blackberry, iPod
  CRM Purchase Options
.:  On-Demand Service
.:  Private Hosted Server
.:  Application Purchase
.:  Commission Reseller
.:  Private Label Developer
  CRM Education
.:  CRM Customer Successes
.:  CRM Case Study
.:  CRM EBSuite New Features
.:  EBSuite Global Offices
.:  EBSuite's Customer Support


  1.888.CRM.EBS0 or 1.888.276.3270 See it in Action! Contact: sales@ebsuite.com

CRM Marketing Automation Sales Force Automation Customer Support CRM Partners CRM Best Practices Custom CRM
EBSuite is the Leader in Delivering Fully Automated On-Demand CRM
Company Global Offices Contact Us Customer Support
Copyright © 2001 - 2006 EBSuite.com, All rights reserved CRM Service Statement | Privacy Policy




Sales Force Automation, SFA, Salesforce, Customer Relationship Management, CRM, Customer Management, Contact Management, Call Center, Lead Management, Opportunity Management, Asset Management, Sales Forecast, Sales Teams, Product Interest, Multiple Product Price Books, Quote Builder Commission Credit, Sales Territory Management, Report Builder, Sales Metrics, Role Base Access Control, Group Calendar, Task, Appointment Calendars Case, Service Request, Customer Support, Support Ticket management, Customer Service, Help Desk, Helpdesk, Knowledge Management, Solution, FAQ, Call Center, Customer Self Service Portal, Asset Management, Role Base Access Control, Case Dispatcher, Customer-facing Web Service, Customer Surveys, Group Calendar, Task, Appointment Calendars Email Campaign, Contact List, Campaign Management, Online Promotion, Audience, Audience List, List Builder, Increase Sales, Brand, Campaign ROI, Call Center, Calendar, Task, Appointment File, Source Control, Version Control, Check In, Check Out, Checkin, Checkout, Diff, Bug Tracking, Bug Management, Patch Management, Project Management, Project Scheduling, Gantt Chart, Task Scheduling, Calendar, Task, Appointment Online Hosted, Web Based Application, Hosted Application, Application Service Provider, ASP, J2EE, AJAX, Open Source, Solution Provider, Enterprise Solution Provider, EBusiness, E-Business Suite